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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
151
J.W. Cole Advisors
Florida
$434K +$444K +13,995 New
UPS
152
UHLMANN PRICE SECURITIES
Illinois
$418K +$133K +4,186 +45%
STA
153
Smith Thornton Advisors
Alabama
$413K +$53.9K +1,699 +15%
CA
154
Carson Advisory
Georgia
$405K -$8.82K -278 -2%
LWM
155
Lodestone Wealth Management
Washington
$399K +$96.1K +3,028 +31%
RIS
156
Richmond Investment Services
Wisconsin
$398K -$182K -5,731 -31%
SFC
157
Strategic Financial Concepts
Texas
$389K +$399K +12,565 New
FPAS
158
Focus Partners Advisor Solutions
Missouri
$383K +$392K +12,349 New
CFG
159
Certior Financial Group
Pennsylvania
$376K +$17.9K +565 +5%
SGI
160
Summit Global Investments
Utah
$366K +$59.9K +1,886 +19%
AFP
161
Ausdal Financial Partners
Iowa
$360K +$369K +11,618 New
KJWM
162
Kiley Juergens Wealth Management
Washington
$352K +$360K +11,347 New
QFPS
163
Quantum Financial Planning Services
Washington
$333K -$295K -9,304 -46%
MCA
164
Magnolia Capital Advisors
Mississippi
$333K +$341K +10,738 New
HP
165
Holistic Planning
Texas
$328K – – –
DWM
166
Diversify Wealth Management
Utah
$323K +$331K +10,444 New
VC
167
Vicus Capital
Pennsylvania
$318K +$326K +10,267 New
MFG
168
Mission Financial Group
Nevada
$316K +$292K +9,187 New
AWM
169
Axxcess Wealth Management
California
$309K +$317K +9,978 New
CRI
170
Colonial River Investments
Virginia
$309K +$317K +9,978 New
PTC
171
Private Trust Company
Ohio
$306K +$6.03K +190 +2%
HH
172
Hilltop Holdings
Texas
$302K – – –
TCG
173
Transcendent Capital Group
Oklahoma
$299K +$70.3K +2,214 +30%
HFA
174
High Falls Advisors
New York
$298K – – –
MWM
175
Modern Wealth Management
Kansas
$295K +$39.4K +1,240 +15%
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