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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
201
Investmark Advisory Group
Connecticut
$346K +$462 +14 +0.1%
CWS
202
Confluence Wealth Services
Pennsylvania
$341K -$24.5K -741 -7%
CA
203
CapWealth Advisors
Tennessee
$335K -$38K -1,151 -11%
SW
204
Simplicity Wealth
New Jersey
$334K -$2.22M -67,126 -87%
NWMG
205
National Wealth Management Group
Ohio
$322K +$991 +30 +0.3%
KOMWMG
206
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$302K +$19.5K +590 +7%
VWA
207
Visionary Wealth Advisors
Illinois
$301K +$9.12K +276 +3%
GIA
208
Gladstone Institutional Advisory
Florida
$297K +$60.8K +1,842 +27%
RK
209
Rather & Kittrell
Tennessee
$295K
PTC
210
Private Trust Company
Ohio
$291K +$61.7K +1,868 +28%
DA
211
Detalus Advisors
Missouri
$289K
GWSG
212
GPS Wealth Strategies Group
Colorado
$288K +$278K +8,405 New
ACM
213
Advance Capital Management
Michigan
$280K +$429 +13 +0.2%
PI
214
PFG Investments
New York
$270K -$19.1K -577 -7%
DWP
215
Daymark Wealth Partners
Ohio
$269K +$259K +7,840 New
WI
216
Wintrust Investments
Illinois
$268K -$2.16M -65,387 -89%
JWCA
217
J.W. Cole Advisors
Florida
$264K +$66 +2 +0%
Comerica Bank
218
Comerica Bank
Texas
$258K +$90.9K +2,751 +58%
TAM
219
Titleist Asset Management
Texas
$258K -$28K -848 -10%
TSWM
220
Tyler-Stone Wealth Management
Ohio
$254K +$244K +7,400 New
WEG
221
World Equity Group
Illinois
$251K +$17.5K +530 +8%
CL
222
CIM LLC
New York
$244K +$5.55K +168 +2%
VVP
223
Venture Visionary Partners
Ohio
$243K
IAP
224
Indie Asset Partners
Indiana
$233K
CB
225
Commerce Bank
Missouri
$230K +$222K +6,719 New