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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
201
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$868K +$90K +2,344 +12%
PTC
202
Private Trust Company
Ohio
$827K -$6.76K -176 -0.8%
JCM
203
Jacobi Capital Management
Pennsylvania
$808K +$44.3K +1,155 +6%
BFA
204
Beacon Financial Advisory
Ohio
$793K -$2.07K -54 -0.3%
RK
205
Rather & Kittrell
Tennessee
$764K +$356K +9,266 +92%
LC
206
Landaas & Company
Wisconsin
$761K +$5.68K +148 +0.8%
RIL
207
Rothschild Investment LLC
Illinois
$747K +$28.8K +750 +4%
AFP
208
Ausdal Financial Partners
Iowa
$746K +$724K +18,869 New
SW
209
Simplicity Wealth
New Jersey
$738K -$308K -8,010 -30%
HPC
210
Hobart Private Capital
North Carolina
$727K +$157K +4,096 +29%
STA
211
Smith Thornton Advisors
Alabama
$727K
FA
212
Faithward Advisors
Pennsylvania
$725K +$87.8K +2,288 +14%
WS
213
Wedbush Securities
California
$723K +$213K +5,549 +44%
SFC
214
Swisher Financial Concepts
Ohio
$680K -$303K -7,892 -31%
VWA
215
Visionary Wealth Advisors
Illinois
$679K +$61.3K +1,597 +10%
EA
216
Everpar Advisors
Oklahoma
$672K +$5.76K +150 +0.9%
Comerica Bank
217
Comerica Bank
Texas
$668K +$181K +4,703 +39%
AF
218
Advisornet Financial
Minnesota
$657K -$22.8K -593 -3%
HAIM
219
Hunter Associates Investment Management
Pennsylvania
$653K +$9.6K +250 +2%
CL
220
CVFG LLC
Indiana
$651K +$49.5K +1,290 +9%
OP
221
ORG Partners
Indiana
$647K +$199K +5,191 +57%
TA
222
TKG Advisors
Indiana
$616K -$13.5K -352 -2%
HP
223
Holistic Planning
Texas
$611K -$9.18K -239 -2%
HFA
224
High Falls Advisors
New York
$591K -$35.2K -917 -6%
IAIM
225
International Assets Investment Management
Florida
$588K