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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
101
Smith Thornton Advisors
Alabama
$355K +$346K +11,441 New
HIP
102
HUB Investment Partners
Texas
$332K +$324K +10,686 New
MCA
103
MSH Capital Advisors
Arizona
$321K +$80.9K +2,672 +35%
TSWM
104
Tyler-Stone Wealth Management
Ohio
$318K +$310K +10,240 New
HH
105
Hilltop Holdings
Texas
$303K – – –
CA
106
Continuum Advisory
Idaho
$301K +$181K +5,990 +167%
LWM
107
Lodestone Wealth Management
Washington
$289K +$59.1K +1,951 +27%
UPS
108
UHLMANN PRICE SECURITIES
Illinois
$287K +$279K +9,230 New
RW
109
Rockport Wealth
Ohio
$279K -$3.92M -129,355 -93%
CIAS
110
CFS Investment Advisory Services
New Jersey
$266K +$260K +8,575 New
HP
111
Holistic Planning
Texas
$263K +$257K +8,485 New
SWP
112
Stratos Wealth Partners
Ohio
$262K +$256K +8,447 New
LA
113
Latitude Advisors
Florida
$256K +$333 +11 +0.1%
GWP
114
Gateway Wealth Partners
Wisconsin
$254K +$248K +8,181 New
DAS
115
Dynamic Advisor Solutions
Arizona
$251K -$10.4K -342 -4%
RIL
116
Rothschild Investment LLC
Illinois
$247K +$145K +4,800 +152%
TI
117
tru Independence
Oregon
$220K +$215K +7,085 New
HPC
118
Hobart Private Capital
North Carolina
$210K +$204K +6,751 New
SGI
119
Summit Global Investments
Utah
$209K +$204K +6,744 New
PTC
120
Private Trust Company
Ohio
$205K +$43.6K +1,441 +28%
TCG
121
Transcendent Capital Group
Oklahoma
$196K – – –
ATS
122
Ashton Thomas Securities
New York
$141K +$137K +4,539 New
HGA
123
Hobbs Group Advisors
South Carolina
$99.9K +$70.1K +2,317 +257%
AF
124
Advisornet Financial
Minnesota
$99.1K +$55K +1,818 +132%
TSMHT
125
Thurston Springer Miller Herd & Titak
Indiana
$75.1K +$363 +12 +0.5%
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