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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
126
Financial Advocates Investment Management
Washington
$476K +$13.9K +440 +3%
ATS
127
Ashton Thomas Securities
New York
$476K +$337K +10,672 +235%
NAS
128
NWF Advisory Services
California
$462K +$467K +14,790 New
CA
129
Carson Advisory
Georgia
$418K +$56.8K +1,800 +16%
LA
130
Latitude Advisors
Florida
$409K +$153K +4,843 +59%
TSWM
131
Tyler-Stone Wealth Management
Ohio
$407K +$87.7K +2,780 +27%
HGERS
132
Householder Group Estate & Retirement Specialist
Arizona
$372K -$184K -5,825 -33%
STA
133
Smith Thornton Advisors
Alabama
$364K +$6.38K +202 +2%
CFG
134
Certior Financial Group
Pennsylvania
$362K +$366K +11,587 New
P
135
&Partners
Tennessee
$362K +$351K +11,113 New
HP
136
Holistic Planning
Texas
$331K +$66.3K +2,100 +25%
MOS
137
MGO One Seven
Ohio
$325K +$328K +10,401 New
GWM
138
Geneos Wealth Management
Colorado
$321K +$324K +10,281 New
CA
139
Continuum Advisory
Idaho
$313K +$13.8K +436 +5%
SGI
140
Summit Global Investments
Utah
$311K +$101K +3,188 +47%
LWM
141
Lodestone Wealth Management
Washington
$308K +$17.3K +549 +6%
HH
142
Hilltop Holdings
Texas
$305K – – –
SB
143
Strategic Blueprint
Georgia
$303K +$306K +9,695 New
PTC
144
Private Trust Company
Ohio
$303K +$97.4K +3,085 +47%
HFA
145
High Falls Advisors
New York
$301K +$304K +9,635 New
VWA
146
Visionary Wealth Advisors
Illinois
$291K +$294K +9,309 New
UPS
147
UHLMANN PRICE SECURITIES
Illinois
$291K +$2.46K +78 +0.8%
IWM
148
IHT Wealth Management
Illinois
$275K +$278K +8,806 New
SWM
149
Spire Wealth Management
Virginia
$270K +$272K +8,632 New
BCI
150
Brinker Capital Investments
Pennsylvania
$264K +$267K +8,450 New
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