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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
201
CWS Financial Advisors
Michigan
$1.78M -$3K -70 -0.2%
Cerity Partners
202
Cerity Partners
New York
$1.75M +$2.57K +60 +0.2%
BFA
203
Bill Few Associates
Pennsylvania
$1.72M +$211K +4,940 +15%
HAS
204
HBW Advisory Services
California
$1.72M -$50.4K -1,177 -3%
CL
205
CVFG LLC
Indiana
$1.7M +$761K +17,778 +87%
IWN
206
Independent Wealth Network
Iowa
$1.69M +$31.9K +746 +2%
JCM
207
Jacobi Capital Management
Pennsylvania
$1.69M +$220K +5,141 +16%
IPA
208
Investment Planning Advisors
Georgia
$1.57M -$59.7K -1,395 -4%
FCM
209
Fourpath Capital Management
Oklahoma
$1.56M +$174K +4,061 +13%
1WA
210
180 Wealth Advisors
Washington
$1.55M +$80.7K +1,886 +6%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$1.55M -$19.6K -457 -1%
RFS
212
RM Financial Services
Maine
$1.49M +$118K +2,769 +9%
PCS
213
Private Client Services
Kentucky
$1.48M +$1.42M +33,294 New
SFS
214
Security Financial Services
Indiana
$1.44M -$369K -8,625 -21%
BAM
215
Belpointe Asset Management
Nevada
$1.42M +$255K +5,963 +23%
AFP
216
Ausdal Financial Partners
Iowa
$1.39M +$113K +2,652 +9%
PTC
217
Private Trust Company
Ohio
$1.37M +$6.98K +163 +0.5%
VA
218
VestGen Advisors
Illinois
$1.31M -$230K -5,380 -15%
BL
219
Balentine LLC
Georgia
$1.29M
VWA
220
Visionary Wealth Advisors
Illinois
$1.26M +$69.8K +1,630 +6%
Renaissance Technologies
221
Renaissance Technologies
New York
$1.26M +$1.21M +28,224 New
KOMWMG
222
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.21M +$43.1K +1,006 +4%
OC
223
Oppenheimer & Co
New York
$1.2M -$319K -7,452 -22%
Ameriprise
224
Ameriprise
Minnesota
$1.2M +$398K +9,308 +53%
SWGC
225
Summit Wealth Group (Colorado)
Colorado
$1.18M -$31.1K -726 -3%