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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
101
Stratos Wealth Advisors
Ohio
$790K +$169K +5,355 +27%
DWM
102
Dakota Wealth Management
Florida
$784K -$96.7K -3,063 -11%
BFS
103
Bare Financial Services
Pennsylvania
$769K +$399K +12,634 +106%
WAM
104
WNY Asset Management
New York
$750K +$757K +23,974 New
WP
105
WealthPLAN Partners
Nebraska
$731K +$738K +23,374 New
VA
106
Valmark Advisers
Ohio
$721K – – –
BFA
107
Beacon Financial Advisory
Ohio
$690K +$67.6K +2,141 +11%
KW
108
KWB Wealth
California
$640K +$650K +20,610 New
QFPS
109
Quantum Financial Planning Services
Washington
$627K +$632K +20,042 New
NA
110
NewEdge Advisors
Louisiana
$624K +$165K +5,224 +35%
PWM
111
Pines Wealth Management
North Carolina
$617K +$628K +19,898 New
EH
112
Equitable Holdings
New York
$605K +$610K +19,333 New
AFM
113
Armstrong Fleming & Moore
District of Columbia
$587K -$2.94K -93 -0.5%
RIS
114
Richmond Investment Services
Wisconsin
$581K +$586K +18,567 New
SIM
115
Synergy Investment Management
Florida
$548K +$553K +17,515 New
MCA
116
MSH Capital Advisors
Arizona
$529K +$208K +6,580 +64%
BAG
117
Bridgewealth Advisory Group
California
$520K +$67K +2,124 +15%
UAG
118
United Advisor Group
Ohio
$511K +$515K +16,334 New
GWP
119
Gateway Wealth Partners
Wisconsin
$499K +$245K +7,772 +95%
AO
120
Advisor OS
Illinois
$494K +$19.3K +612 +4%
DC
121
Dahring Cusmano
Michigan
$488K +$493K +15,611 New
TVAMP
122
Tennessee Valley Asset Management Partners
Tennessee
$481K +$62.4K +1,976 +15%
AF
123
Advisornet Financial
Minnesota
$480K +$383K +12,150 +381%
FHC
124
First Heartland Consultants
Missouri
$478K +$31.4K +994 +7%
IWN
125
Independent Wealth Network
Iowa
$478K +$482K +15,271 New
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