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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Apollon Wealth Management
South Carolina
$2M +$1.85M +54,239 New
LWM
127
LongView Wealth Management
Georgia
$1.98M +$210K +6,164 +13%
NG
128
Norden Group
Utah
$1.97M
IFG
129
Independent Financial Group
California
$1.96M +$70.4K +2,067 +4%
KFGK
130
Keystone Financial Group (Kentucky)
Kentucky
$1.95M +$257K +7,535 +17%
Mariner
131
Mariner
Kansas
$1.94M +$342K +10,047 +24%
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$1.9M +$195K +5,725 +13%
SRCM
133
Signature Resources Capital Management
California
$1.86M +$144K +4,225 +9%
TWM
134
Trueblood Wealth Management
Ohio
$1.86M +$230K +6,738 +15%
MWM
135
Meridian Wealth Management
Kentucky
$1.82M +$482K +14,152 +40%
KFP
136
KMG Fiduciary Partners
Ohio
$1.8M -$60.2K -1,766 -3%
LA
137
Latitude Advisors
Florida
$1.8M +$46.5K +1,365 +3%
JWCA
138
J.W. Cole Advisors
Florida
$1.78M +$285K +8,380 +21%
BlackRock
139
BlackRock
New York
$1.75M
NFG
140
Nations Financial Group
Iowa
$1.65M +$217K +6,376 +17%
SFS
141
Sowell Financial Services
Arkansas
$1.63M +$147K +4,317 +11%
LF
142
Lantz Financial
Illinois
$1.59M +$105K +3,069 +8%
MFA
143
Mayflower Financial Advisors
Massachusetts
$1.59M -$57.7K -1,693 -4%
SPIA
144
Steward Partners Investment Advisory
New York
$1.58M +$519K +15,249 +56%
WIP
145
WealthCare Investment Partners
Rhode Island
$1.57M +$7.15K +210 +0.5%
AFM
146
Armstrong Fleming & Moore
District of Columbia
$1.57M +$1.45M +42,441 New
CFA
147
CWS Financial Advisors
Michigan
$1.5M +$86.3K +2,534 +7%
HAS
148
HBW Advisory Services
California
$1.45M +$347K +10,183 +35%
CWS
149
Confluence Wealth Services
Pennsylvania
$1.43M +$152K +4,453 +13%
KAS
150
KPP Advisory Services
Kentucky
$1.38M +$127K +3,720 +11%