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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
151
Wedbush Securities
California
$515K -$105K -3,361 -17%
TA
152
TKG Advisors
Indiana
$506K -$11.9K -380 -2%
DFG
153
Delta Financial Group
New Jersey
$493K +$56.2K +1,800 +13%
LA
154
Lynch & Associates
Indiana
$488K +$79.3K +2,540 +20%
Cerity Partners
155
Cerity Partners
New York
$481K +$687 +22 +0.1%
QC
156
Quadrature Capital
United Kingdom
$472K +$458K +14,659 New
SWM
157
Silverlake Wealth Management
Vermont
$451K -$1.22K -39 -0.3%
CCA
158
Cravens & Co Advisors
Tennessee
$451K +$8.87K +284 +2%
IWC
159
Integrated Wealth Concepts
Massachusetts
$450K +$91.9K +2,944 +27%
AWM
160
Axxcess Wealth Management
California
$434K +$56.1K +1,797 +15%
Capital International Investors
161
Capital International Investors
California
$432K -$275K -8,810 -40%
HAS
162
HBW Advisory Services
California
$425K -$29.3K -938 -7%
TWM
163
Trueblood Wealth Management
Ohio
$415K +$172K +5,493 +75%
HFA
164
High Falls Advisors
New York
$409K +$51K +1,634 +15%
TCWM
165
Total Clarity Wealth Management
Illinois
$406K +$87K +2,785 +28%
TCG
166
Transcendent Capital Group
Oklahoma
$406K +$393K +12,590 New
KPWS
167
Kestra Private Wealth Services
Texas
$405K +$153K +4,898 +64%
DC
168
Davenport & Co
Virginia
$404K +$79K +2,530 +25%
HP
169
Holistic Planning
Texas
$400K
HAM
170
Harmony Asset Management
Arizona
$399K +$113K +3,630 +41%
HIM
171
Hanlon Investment Management
New Jersey
$391K +$151K +4,837 +66%
PCIA
172
Prime Capital Investment Advisors
Kansas
$391K -$47.1K -1,507 -11%
FIM
173
Freedom Investment Management
Connecticut
$387K +$374K +11,990 New
SA
174
Sanctuary Advisors
Indiana
$382K +$391K +12,506 New
OWA
175
Octavia Wealth Advisors
Ohio
$377K +$25.3K +811 +7%