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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
176
Lincoln Capital
Nebraska
$988K +$65K +1,908 +8%
SW
177
Simplicity Wealth
New Jersey
$985K +$504K +14,788 +125%
Creative Planning
178
Creative Planning
Kansas
$930K +$3.68K +108 +0.4%
SFC
179
Swisher Financial Concepts
Ohio
$926K -$140K -4,101 -14%
Focus Partners Wealth
180
Focus Partners Wealth
Massachusetts
$923K +$529K +15,516 +164%
BAM
181
Belpointe Asset Management
Nevada
$907K -$5.11K -150 -0.6%
BFA
182
Bill Few Associates
Pennsylvania
$904K +$131K +3,851 +19%
MHS
183
M Holdings Securities
Oregon
$895K +$827K +24,292 New
SPC
184
Sigma Planning Corp
Michigan
$874K +$170K +4,982 +27%
RIS
185
Richmond Investment Services
Wisconsin
$864K +$484K +14,197 +154%
AWM
186
Axxcess Wealth Management
California
$850K -$35.8K -1,051 -4%
AO
187
Advisor OS
Illinois
$842K +$155K +4,557 +25%
USCWA
188
U.S. Capital Wealth Advisors
Texas
$842K +$283K +8,298 +57%
GS
189
GWN Securities
Florida
$832K -$860K -25,232 -53%
JP Morgan Chase
190
JP Morgan Chase
New York
$813K -$225K -6,607 -23%
SA
191
Sanctuary Advisors
Indiana
$800K +$6.4K +188 +0.9%
CFG
192
Certior Financial Group
Pennsylvania
$793K -$57.6K -1,690 -7%
DC
193
Davenport & Co
Virginia
$792K +$26.7K +783 +4%
OC
194
Oppenheimer & Co
New York
$786K +$342K +10,050 +90%
FCM
195
Fourpath Capital Management
Oklahoma
$785K +$70.3K +2,063 +11%
PTC
196
Private Trust Company
Ohio
$779K +$326K +9,559 +83%
BFA
197
Beacon Financial Advisory
Ohio
$743K -$33.7K -988 -5%
KOMWMG
198
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$725K +$118K +3,469 +21%
JCM
199
Jacobi Capital Management
Pennsylvania
$712K +$657K +19,286 New
LC
200
Landaas & Company
Wisconsin
$705K -$70.4K -2,067 -10%