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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
276
Snowden Capital Advisors
New York
$240K +$249K +6,941 New
USCWA
277
U.S. Capital Wealth Advisors
Texas
$235K +$244K +6,825 New
CA
278
Claro Advisors
Massachusetts
$231K – – –
GIA
279
Gladstone Institutional Advisory
Florida
$231K +$240K +6,713 New
SFS
280
Sowell Financial Services
Arkansas
$231K +$14.5K +404 +6%
HPC
281
Hobart Private Capital
North Carolina
$231K +$2.9K +81 +1%
NL
282
NWAM LLC
Washington
$230K -$37.8K -1,055 -14%
BAM
283
Belpointe Asset Management
Nevada
$226K +$235K +6,557 New
MEAC
284
M.E. Allison & Co
Texas
$225K – – –
JCA
285
January Capital Advisors
California
$224K +$234K +6,523 New
WMA
286
Wealth Management Associates
New Jersey
$222K +$231K +6,460 New
NWMG
287
Nicholson Wealth Management Group
South Carolina
$220K – – –
HAM
288
Harmony Asset Management
Arizona
$218K +$14.8K +414 +7%
AWAP
289
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$216K +$18K +502 +9%
PGFC
290
Peapack-Gladstone Financial Corp
New Jersey
$215K -$11.3K -315 -5%
WS
291
Wedbush Securities
California
$210K +$218K +6,089 New
PCS
292
Private Client Services
Kentucky
$209K +$218K +6,084 New
DAM
293
Delta Asset Management
Tennessee
$205K +$213K +5,944 New
JWCA
294
J.W. Cole Advisors
Florida
$203K -$1.65M -46,200 -89%
LC
295
Lincoln Capital
Nebraska
$202K +$210K +5,870 New
ODIJL
296
One Day In July LLC
Vermont
$202K +$210K +5,864 New
CFD
297
Creative Financial Designs
Indiana
$138K +$60.9K +1,700 +74%
SIS
298
Strategic Investment Solutions
Illinois
$118K +$35.8K +1,000 +41%
MSFP
299
Mark Sheptoff Financial Planning
Connecticut
$103K +$18.6K +520 +23%
OWA
300
Opal Wealth Advisors
New York
$86.6K +$90.1K +2,516 New
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12
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