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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
126
McNamara Financial Services
Massachusetts
$706K +$723K +22,794 New
IWN
127
Independent Wealth Network
Iowa
$656K +$187K +5,888 +39%
BIG
128
Brookwood Investment Group
Arizona
$648K +$664K +20,912 New
AF
129
Advisornet Financial
Minnesota
$642K +$171K +5,377 +35%
GWM
130
Geneos Wealth Management
Colorado
$634K +$324K +10,200 +99%
IFG
131
Independent Financial Group
California
$633K +$649K +20,447 New
EH
132
Equitable Holdings
New York
$614K +$15.3K +483 +2%
LBC
133
Leigh Baldwin & Co
New York
$613K +$628K +19,780 New
CA
134
Continuum Advisory
Idaho
$610K +$307K +9,689 +97%
GWP
135
Gateway Wealth Partners
Wisconsin
$599K +$107K +3,369 +21%
AO
136
Advisor OS
Illinois
$596K +$109K +3,443 +22%
TSWM
137
Tyler-Stone Wealth Management
Ohio
$564K +$165K +5,200 +40%
ATS
138
Ashton Thomas Securities
New York
$561K +$92K +2,900 +19%
NAS
139
NWF Advisory Services
California
$552K +$96K +3,025 +20%
KAS
140
KPP Advisory Services
Kentucky
$543K +$556K +17,533 New
MCA
141
MSH Capital Advisors
Arizona
$527K +$2.89K +91 +0.5%
VWA
142
Visionary Wealth Advisors
Illinois
$525K +$242K +7,640 +82%
UAG
143
United Advisor Group
Ohio
$523K +$17.8K +560 +3%
PWM
144
Pines Wealth Management
North Carolina
$515K -$61.1K -1,924 -10%
TVAMP
145
Tennessee Valley Asset Management Partners
Tennessee
$493K +$17.6K +555 +4%
BAG
146
Bridgewealth Advisory Group
California
$486K -$9.84K -310 -2%
GSEP
147
Golden State Equity Partners
California
$482K +$256K +8,062 +107%
LA
148
Latitude Advisors
Florida
$473K +$69.2K +2,180 +17%
GS
149
GWN Securities
Florida
$473K +$484K +15,258 New
SWM
150
SFG Wealth Management
Maryland
$435K +$446K +14,048 New
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