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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
151
Smith Thornton Advisors
Alabama
$671K +$212K +6,731 +50%
AO
152
Advisor OS
Illinois
$653K +$9.08K +288 +1%
HAS
153
HBW Advisory Services
California
$627K +$339K +10,758 +135%
HA
154
Herold Advisors
New York
$609K +$575K +18,220 New
LWA
155
Lantern Wealth Advisors
New York
$609K +$575K +18,220 New
NAS
156
NWF Advisory Services
California
$606K +$9.74K +309 +2%
VWA
157
Visionary Wealth Advisors
Illinois
$605K +$35.6K +1,129 +7%
KAS
158
KPP Advisory Services
Kentucky
$586K – – –
BAG
159
Bridgewealth Advisory Group
California
$556K +$29.5K +935 +6%
VC
160
Vicus Capital
Pennsylvania
$554K +$199K +6,311 +61%
LA
161
Latitude Advisors
Florida
$550K +$37.1K +1,175 +8%
FPAS
162
Focus Partners Advisor Solutions
Missouri
$540K +$120K +3,795 +31%
UPS
163
UHLMANN PRICE SECURITIES
Illinois
$536K +$80K +2,538 +19%
AFM
164
Armstrong Fleming & Moore
District of Columbia
$532K +$502K +15,918 New
GS
165
GTS Securities
Florida
$525K +$495K +15,693 New
IWM
166
IHT Wealth Management
Illinois
$524K +$216K +6,862 +78%
NFG
167
Nations Financial Group
Iowa
$518K +$246K +7,789 +101%
KJWM
168
Kiley Juergens Wealth Management
Washington
$504K +$117K +3,714 +33%
BWP
169
Balboa Wealth Partners
Arizona
$492K +$464K +14,723 New
AFP
170
Ausdal Financial Partners
Iowa
$457K +$64.6K +2,047 +18%
CFG
171
Certior Financial Group
Pennsylvania
$445K +$36.5K +1,156 +10%
NFA
172
Northwest Financial Advisors
Virginia
$441K +$416K +13,195 New
CA
173
Carson Advisory
Georgia
$437K – – –
SGI
174
Summit Global Investments
Utah
$435K +$37.8K +1,197 +10%
LWM
175
Lodestone Wealth Management
Washington
$432K +$1.29K +41 +0.3%
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