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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
201
Detalus Advisors
Missouri
$271K
KWA
202
Kingswood Wealth Advisors
California
$270K +$261K +8,368 New
TAM
203
Titleist Asset Management
Texas
$270K +$21.8K +698 +9%
BFG
204
Beacon Financial Group
Texas
$267K -$64.4K -2,063 -20%
KOMWMG
205
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$265K +$33.6K +1,075 +15%
ACM
206
Advance Capital Management
Michigan
$263K +$25K +800 +11%
WIA
207
World Investment Advisors
California
$255K +$6.4K +205 +3%
JWCA
208
J.W. Cole Advisors
Florida
$248K +$241K +7,705 New
VVP
209
Venture Visionary Partners
Ohio
$229K
CL
210
CIM LLC
New York
$228K +$217K +6,941 New
GIA
211
Gladstone Institutional Advisory
Florida
$220K +$213K +6,814 New
WEG
212
World Equity Group
Illinois
$219K +$212K +6,800 New
IAP
213
Indie Asset Partners
Indiana
$219K +$212K +6,789 New
AF
214
Advisornet Financial
Minnesota
$217K +$250 +8 +0.1%
PTC
215
Private Trust Company
Ohio
$213K
FHA
216
First Horizon Advisors
Tennessee
$210K
MSFP
217
Mark Sheptoff Financial Planning
Connecticut
$209K +$10.3K +329 +5%
AL
218
ACAS LLC
California
$207K +$195K +6,259 New
IAIM
219
International Assets Investment Management
Florida
$207K +$200K +6,411 New
IGWM
220
ICA Group Wealth Management
Colorado
$174K -$148K -4,727 -47%
Comerica Bank
221
Comerica Bank
Texas
$154K +$115K +3,673 +334%
NCM
222
Northwest Capital Management
Oregon
$101K
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$91K
TSMHT
224
Thurston Springer Miller Herd & Titak
Indiana
$89K +$86.1K +2,756 New
MG
225
Mather Group
Illinois
$81.4K