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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
176
Kestra Private Wealth Services
Texas
$239K +$227K +7,675 New
TAM
177
Titleist Asset Management
Texas
$239K +$227K +7,667 New
TWM
178
Trueblood Wealth Management
Ohio
$230K +$218K +7,368 New
ACM
179
Advance Capital Management
Michigan
$229K +$218K +7,363 New
HIM
180
Hanlon Investment Management
New Jersey
$227K -$13.9K -470 -6%
KOMWMG
181
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$222K +$212K +7,139 New
VVP
182
Venture Visionary Partners
Ohio
$221K
SPIA
183
Steward Partners Investment Advisory
New York
$211K +$11.7K +394 +6%
BWP
184
Balboa Wealth Partners
Arizona
$209K +$199K +6,718 New
AF
185
Advisornet Financial
Minnesota
$209K +$89.5K +3,021 +82%
PTC
186
Private Trust Company
Ohio
$206K +$59.3K +2,000 +43%
FHA
187
First Horizon Advisors
Tennessee
$203K -$10.1K -341 -5%
MSFP
188
Mark Sheptoff Financial Planning
Connecticut
$191K +$25.2K +850 +16%
CA
189
Crewe Advisors
Utah
$118K +$112K +3,790 New
NCM
190
Northwest Capital Management
Oregon
$97.7K
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$86.3K +$82.1K +2,770 New
MG
192
Mather Group
Illinois
$73.9K +$77.4K +2,611 New
CA
193
CoreCap Advisors
Michigan
$68.3K +$64.9K +2,191 New
LFG
194
Larson Financial Group
Missouri
$63.4K
CIR
195
Clear Investment Research
Georgia
$54.6K +$51.9K +1,751 New
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$49.6K -$134K -4,507 -74%
FP
197
Financial Perspectives
Minnesota
$48K
WAS
198
Winch Advisory Services
Wisconsin
$36.7K
Comerica Bank
199
Comerica Bank
Texas
$34.3K +$14.8K +500 +83%
IA
200
IFP Advisors
Florida
$31.6K +$119 +4 +0.4%