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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
201
High Falls Advisors
New York
$457K +$13.7K +391 +3%
TC
202
Trilogy Capital
California
$453K +$44.5K +1,269 +11%
TI
203
tru Independence
Oregon
$446K +$9.71K +277 +2%
EA
204
Eclectic Associates
California
$445K +$445K +12,711 New
HPC
205
Hobart Private Capital
North Carolina
$432K +$11.4K +325 +3%
BFG
206
Beacon Financial Group
Texas
$426K +$11.2K +319 +3%
PCIA
207
Prime Capital Investment Advisors
Kansas
$424K
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$417K +$70 +2 +0%
KOMWMG
209
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$413K +$105K +3,010 +34%
OWA
210
Octavia Wealth Advisors
Ohio
$411K +$596 +17 +0.1%
LC
211
Lincoln Capital
Nebraska
$410K +$411K +11,727 New
SFC
212
Swisher Financial Concepts
Ohio
$407K -$862K -24,588 -68%
NL
213
NWAM LLC
Washington
$406K +$51.2K +1,462 +14%
Comerica Bank
214
Comerica Bank
Texas
$396K +$133K +3,789 +50%
FIM
215
Freedom Investment Management
Connecticut
$394K +$18.1K +517 +5%
VVP
216
Venture Visionary Partners
Ohio
$393K +$145K +4,151 +59%
GSEP
217
Golden State Equity Partners
California
$386K -$93.8K -2,675 -19%
CWM
218
Cornerstone Wealth Management
Missouri
$384K +$315 +9 +0.1%
TFS
219
Thoroughbred Financial Services
Tennessee
$383K +$384K +10,970 New
IA
220
IFG Advisory
Georgia
$381K +$382K +10,898 New
CL
221
CVFG LLC
Indiana
$380K +$381K +10,873 New
AF
222
Advisornet Financial
Minnesota
$379K +$151K +4,295 +66%
HA
223
HFG Advisors
Ohio
$378K -$14.5K -413 -4%
FSBI
224
Fearless Solutions (Best Invest)
Texas
$376K +$377K +10,760 New
MOS
225
MGO One Seven
Ohio
$373K +$1.12K +32 +0.3%