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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Congress Wealth Management
Massachusetts
$1.37M +$87K +2,554 +7%
MSAM
152
Moloney Securities Asset Management
Missouri
$1.33M +$11.9K +349 +1%
RA
153
RFG Advisory
Alabama
$1.31M +$674K +19,788 +125%
AAS
154
Ameritas Advisory Services
Nebraska
$1.28M -$236K -6,920 -17%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$1.27M +$436K +12,797 +60%
AIM
156
Advyzon Investment Management
Illinois
$1.26M +$8.86K +260 +0.8%
EA
157
Ergawealth Advisors
Illinois
$1.26M +$1.16M +34,142 New
IWN
158
Independent Wealth Network
Iowa
$1.25M +$50.2K +1,475 +5%
Capital International Investors
159
Capital International Investors
California
$1.23M +$102 +3 +0%
CAM
160
Cozad Asset Management
Illinois
$1.22M +$159K +4,654 +16%
PPWP
161
Premier Path Wealth Partners
New Jersey
$1.21M
OIA
162
OneDigital Investment Advisors
Kansas
$1.2M -$502K -14,726 -31%
LA
163
Lynch & Associates
Indiana
$1.2M +$99.2K +2,913 +10%
KPWS
164
Kestra Private Wealth Services
Texas
$1.16M +$141K +4,128 +15%
1WA
165
180 Wealth Advisors
Washington
$1.15M +$13.6K +398 +1%
Cerity Partners
166
Cerity Partners
New York
$1.15M +$1.29K +38 +0.1%
SWP
167
Stratos Wealth Partners
Ohio
$1.08M +$339K +9,960 +51%
BL
168
Balentine LLC
Georgia
$1.07M
EWS
169
Evergreen Wealth Solutions
Pennsylvania
$1.07M +$987K +28,975 New
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$82.4K +2,418 +9%
IA
171
IFG Advisory
Georgia
$1.03M +$362K +10,637 +62%
GWP
172
Gateway Wealth Partners
Wisconsin
$1.02M -$21.4K -627 -2%
VVP
173
Venture Visionary Partners
Ohio
$1.02M +$467K +13,700 +98%
TWM
174
TCFG Wealth Management
California
$998K +$454K +13,324 +97%
AF
175
Allworth Financial
California
$992K +$19.6K +575 +2%