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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
126
Stratos Wealth Advisors
Ohio
$3.27M +$498K +13,895 +17%
CA
127
Continuum Advisory
Idaho
$3.24M +$858K +23,970 +34%
SA
128
Sovran Advisors
California
$3.22M +$79.9K +2,232 +3%
WAM
129
WNY Asset Management
New York
$3.21M +$3.34M +93,404 New
RA
130
RFG Advisory
Alabama
$3.06M +$26.1K +729 +0.8%
MA
131
Mutual Advisors
Nebraska
$3.04M +$1.06M +29,638 +50%
DC
132
Dahring Cusmano
Michigan
$3M +$989K +27,623 +46%
JHC
133
J. Hagan Capital
Kentucky
$2.87M -$440K -12,287 -13%
MWM
134
Mascagni Wealth Management
Mississippi
$2.72M +$210K +5,869 +8%
BB
135
Burford Brothers
Texas
$2.46M +$108K +3,003 +4%
VAS
136
Vestmark Advisory Solutions
Massachusetts
$2.34M +$2.44M +68,017 New
SI
137
Stephens Inc
Arkansas
$2.03M -$179K -4,990 -8%
SFS
138
Security Financial Services
Indiana
$1.98M +$305K +8,519 +17%
CP
139
Creekside Partners
California
$1.98M +$190K +5,293 +10%
AAS
140
Asset Allocation Strategies
Michigan
$1.95M +$1.48M +41,369 +272%
MOS
141
MGO One Seven
Ohio
$1.94M +$74.7K +2,087 +4%
CAL
142
Capital Analysts LLC
Pennsylvania
$1.89M +$1.56M +43,512 +384%
AFP
143
Ausdal Financial Partners
Iowa
$1.84M +$244K +6,826 +15%
EWA
144
EverSource Wealth Advisors
Alabama
$1.76M +$1.83M +51,145 New
BFS
145
Bare Financial Services
Pennsylvania
$1.76M +$244K +6,807 +15%
NAS
146
NWF Advisory Services
California
$1.75M +$250K +6,972 +16%
HAS
147
HBW Advisory Services
California
$1.74M +$181K +5,041 +11%
KWS
148
Keystone Wealth Services
California
$1.65M -$13K -362 -0.8%
KFGK
149
Keystone Financial Group (Kentucky)
Kentucky
$1.63M +$574K +16,030 +51%
CWM
150
CCG Wealth Management
California
$1.59M +$1.33M +37,150 +422%
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