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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
176
Transamerica Financial Advisors
Florida
$2.37M +$536K +12,531 +31%
LC
177
Landaas & Company
Wisconsin
$2.33M +$781K +18,261 +54%
NG
178
Norden Group
Utah
$2.3M -$226K -5,290 -9%
KAS
179
KPP Advisory Services
Kentucky
$2.24M +$223K +5,202 +12%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$2.24M +$1.16M +27,215 +118%
SF
181
Summit Financial
New Jersey
$2.23M +$219K +5,117 +11%
AFM
182
Armstrong Fleming & Moore
District of Columbia
$2.21M -$2.65K -62 -0.1%
DC
183
Davenport & Co
Virginia
$2.18M +$585K +13,678 +39%
SPC
184
Sigma Planning Corp
Michigan
$2.16M +$427K +9,970 +26%
VW
185
Vantus Wealth
Pennsylvania
$2.13M +$2.05M +47,872 New
VC
186
Vicus Capital
Pennsylvania
$2.12M +$442K +10,337 +28%
BlackRock
187
BlackRock
New York
$2.11M
MFA
188
Mayflower Financial Advisors
Massachusetts
$2.1M +$1.93K +45 +0.1%
KFP
189
KMG Fiduciary Partners
Ohio
$2.09M +$7.1K +166 +0.4%
TWP
190
Tempus Wealth Planning
California
$2.08M -$11K -256 -0.5%
CIAS
191
Capital Investment Advisory Services
North Carolina
$2.06M +$400K +9,340 +25%
OIA
192
OneDigital Investment Advisors
Kansas
$2.05M -$54.2K -1,266 -3%
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$2M +$688K +16,072 +55%
RA
194
RFG Advisory
Alabama
$1.95M -$224K -5,225 -11%
WIP
195
WealthCare Investment Partners
Rhode Island
$1.94M +$55.2K +1,291 +3%
LC
196
Lincoln Capital
Nebraska
$1.9M +$332K +7,764 +22%
AAP
197
Arax Advisory Partners
Colorado
$1.84M +$1.43M +33,393 +416%
IAN
198
Integrated Advisors Network
Texas
$1.84M +$1.18M +27,638 +201%
GS
199
GWN Securities
Florida
$1.84M +$144K +3,372 +9%
TIA
200
TCFG Investment Advisors
California
$1.78M +$26.6K +622 +2%