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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$370K +$15.8K +544 +5%
FAIM
77
Financial Advocates Investment Management
Washington
$360K +$3.98K +137 +1%
SEIA
78
Signature Estate & Investment Advisors
California
$359K +$351K +12,084 New
CWA
79
Clarity Wealth Advisors
California
$357K +$349K +12,011 New
MFS
80
McNamara Financial Services
Massachusetts
$353K +$345K +11,882 New
BAG
81
Bridgewealth Advisory Group
California
$349K +$113K +3,900 +50%
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
$328K +$321K +11,057 New
SWA
83
Stratos Wealth Advisors
Ohio
$314K +$307K +10,575 New
HH
84
Hilltop Holdings
Texas
$290K – – –
GKWIM
85
Gerber Kawasaki Wealth & Investment Management
California
$272K +$266K +9,162 New
FHC
86
First Heartland Consultants
Missouri
$270K +$263K +9,067 New
DAS
87
Dynamic Advisor Solutions
Arizona
$250K +$244K +8,415 New
LA
88
Latitude Advisors
Florida
$244K +$5.2K +179 +2%
MCA
89
MSH Capital Advisors
Arizona
$228K +$223K +7,674 New
LWM
90
Lodestone Wealth Management
Washington
$219K +$6.62K +228 +3%
TCG
91
Transcendent Capital Group
Oklahoma
$188K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$161K +$13.9K +480 +10%
PTC
93
Private Trust Company
Ohio
$153K +$149K +5,150 New
IGWM
94
ICA Group Wealth Management
Colorado
$123K +$73.1K +2,517 +154%
CA
95
Continuum Advisory
Idaho
$106K – – –
RIL
96
Rothschild Investment LLC
Illinois
$93.8K -$24.5K -845 -21%
TSMHT
97
Thurston Springer Miller Herd & Titak
Indiana
$71.6K +$69.9K +2,408 New
NA
98
NewEdge Advisors
Louisiana
$69.4K +$23.5K +808 +53%
AI
99
Arvest Investments
Arkansas
$52.5K +$51.2K +1,765 New
BFS
100
Bare Financial Services
Pennsylvania
$48.4K +$46.5K +1,603 New
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