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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
151
Orion Portfolio Solutions
Nebraska
$264K +$267K +8,450 New
MWM
152
Modern Wealth Management
Kansas
$259K +$261K +8,280 New
AIFS
153
A&I Financial Services
Colorado
$245K +$247K +7,824 New
DAS
154
Dynamic Advisor Solutions
Arizona
$243K -$9.12K -289 -4%
NFG
155
Nations Financial Group
Iowa
$238K +$240K +7,601 New
RIL
156
Rothschild Investment LLC
Illinois
$236K -$12.6K -400 -5%
GSEP
157
Golden State Equity Partners
California
$235K +$237K +7,503 New
CSP
158
Cary Street Partners
Virginia
$233K +$235K +7,451 New
TCG
159
Transcendent Capital Group
Oklahoma
$233K +$35.4K +1,122 +18%
WF
160
Warner Financial
Maryland
$227K +$230K +7,275 New
TI
161
tru Independence
Oregon
$223K +$1.45K +46 +0.6%
FWM
162
FFT Wealth Management
Pennsylvania
$221K +$223K +7,079 New
EA
163
Eclectic Associates
California
$211K +$213K +6,750 New
CA
164
Claro Advisors
Massachusetts
$207K +$209K +6,635 New
HAS
165
HBW Advisory Services
California
$206K +$208K +6,592 New
HPC
166
Hobart Private Capital
North Carolina
$203K -$8.11K -257 -4%
TF
167
Tudor Financial
Ohio
$202K +$204K +6,462 New
TWC
168
TD Waterhouse Canada
Ontario, Canada
$176K +$151K +4,795 +564%
TSMHT
169
Thurston Springer Miller Herd & Titak
Indiana
$106K +$30.4K +962 +40%
AF
170
Allworth Financial
California
$105K +$103K +3,276 New
RMP
171
Richards, Merrill & Peterson
Washington
$82.1K +$82.8K +2,625 New
GRP
172
Global Retirement Partners
California
$77.7K +$63.3K +2,007 +421%
PMFA
173
Plante Moran Financial Advisors
Michigan
$75K – – –
CAWM
174
Capital A Wealth Management
Pennsylvania
$63.8K +$64.4K +2,040 New
AI
175
Arvest Investments
Arkansas
$55.2K – – –
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