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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
226
Ameritas Advisory Services
Nebraska
$434K -$982K -28,073 -70%
FMN
227
Financial Management Network
California
$424K +$52.8K +1,510 +15%
WCFA
228
Walkner Condon Financial Advisors
Wisconsin
$422K +$17.5K +500 +4%
MCA
229
MSH Capital Advisors
Arizona
$420K +$129K +3,695 +45%
MWM
230
Modern Wealth Management
Kansas
$416K +$11.3K +322 +3%
AAP
231
Arax Advisory Partners
Colorado
$404K +$170K +4,872 +74%
CAL
232
Capital Analysts LLC
Pennsylvania
$401K +$218K +6,228 +122%
TI
233
tru Independence
Oregon
$396K +$3.95K +113 +1%
PI
234
PFG Investments
New York
$393K +$35.2K +1,006 +10%
MCA
235
Magnolia Capital Advisors
Mississippi
$393K +$7.1K +203 +2%
PAS
236
Parsonex Advisory Services
Colorado
$388K +$384K +10,972 New
WF
237
Warner Financial
Maryland
$387K +$3.32K +95 +0.9%
SWM
238
Spire Wealth Management
Virginia
$386K +$1.99K +57 +0.5%
SEP
239
Southland Equity Partners
Missouri
$385K +$110K +3,151 +41%
SOS
240
Silver Oak Securities
Tennessee
$365K +$360K +10,292 New
TCG
241
Transcendent Capital Group
Oklahoma
$362K -$4.16K -119 -1%
HFA
242
High Falls Advisors
New York
$356K +$15K +429 +4%
RIL
243
Rothschild Investment LLC
Illinois
$345K +$5.25K +150 +2%
HH
244
Hilltop Holdings
Texas
$344K – – –
KA
245
Kovack Advisors
Florida
$342K +$339K +9,679 New
IF
246
Intrua Financial
Texas
$332K +$62.9K +1,799 +24%
SA
247
Sanctuary Advisors
Indiana
$323K +$20.6K +588 +7%
VWWMG
248
Vermillion & White Wealth Management Group
Pennsylvania
$318K +$10K +286 +3%
TWC
249
TD Waterhouse Canada
Ontario, Canada
$315K +$85K +2,430 +37%
PFA
250
Perryman Financial Advisory
Texas
$315K +$312K +8,914 New
8 9
10
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