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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
151
Independent Wealth Network
Iowa
$973K +$254K +7,244 +35%
SPIA
152
Steward Partners Investment Advisory
New York
$965K +$124K +3,532 +15%
KPWS
153
Kestra Private Wealth Services
Texas
$933K +$280K +7,975 +43%
AF
154
Allworth Financial
California
$907K +$29.9K +854 +4%
MWM
155
Mascagni Wealth Management
Mississippi
$871K +$914K +26,091 New
Creative Planning
156
Creative Planning
Kansas
$839K +$126K +3,608 +18%
HAS
157
HBW Advisory Services
California
$807K +$177K +5,042 +28%
BAM
158
Belpointe Asset Management
Nevada
$799K
AWM
159
Axxcess Wealth Management
California
$796K +$129K +3,693 +19%
BFA
160
Beacon Financial Advisory
Ohio
$790K +$1.61K +46 +0.2%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$786K -$946 -27 -0.1%
CFG
162
Certior Financial Group
Pennsylvania
$780K +$782K +22,298 New
CWC
163
Carolinas Wealth Consulting
North Carolina
$777K +$4.49K +128 +0.6%
SA
164
Sanctuary Advisors
Indiana
$753K +$12.2K +349 +2%
GWP
165
Gateway Wealth Partners
Wisconsin
$722K +$222K +6,341 +44%
GS
166
GWN Securities
Florida
$707K +$682K +19,473 New
CAM
167
Cozad Asset Management
Illinois
$706K +$14.4K +412 +2%
LA
168
Lynch & Associates
Indiana
$705K +$99.4K +2,836 +16%
BFA
169
Bill Few Associates
Pennsylvania
$688K +$66.8K +1,906 +11%
DC
170
Davenport & Co
Virginia
$680K +$199K +5,691 +41%
SRCM
171
Signature Resources Capital Management
California
$665K -$19K -541 -3%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$653K +$654K +18,659 New
STA
173
Smith Thornton Advisors
Alabama
$643K
Mariner
174
Mariner
Kansas
$623K +$624K +17,805 New
PA
175
Procyon Advisors
Connecticut
$614K -$54.3K -1,550 -8%