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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
176
Spinnaker Investment Group
California
$419K +$396K +12,541 New
CP
177
Creekside Partners
California
$417K +$393K +12,456 New
CRI
178
Colonial River Investments
Virginia
$411K +$69.2K +2,195 +22%
AWM
179
Axxcess Wealth Management
California
$407K +$69.2K +2,195 +22%
DWM
180
Diversify Wealth Management
Utah
$405K +$46.3K +1,467 +14%
SI
181
Stephens Inc
Arkansas
$391K +$369K +11,695 New
TF
182
Tudor Financial
Ohio
$381K +$121K +3,836 +51%
MCA
183
Magnolia Capital Advisors
Mississippi
$359K – – –
MFS
184
McNamara Financial Services
Massachusetts
$343K -$395K -12,523 -55%
TSMHT
185
Thurston Springer Miller Herd & Titak
Indiana
$332K +$164K +5,207 +111%
PTC
186
Private Trust Company
Ohio
$330K – – –
MT
187
Midwest Trust
Kansas
$327K +$309K +9,783 New
HH
188
Hilltop Holdings
Texas
$326K – – –
GRP
189
Global Retirement Partners
California
$324K +$305K +9,683 New
HFA
190
High Falls Advisors
New York
$322K – – –
SFC
191
Strategic Financial Concepts
Texas
$321K -$93.4K -2,963 -24%
PRI
192
Prepared Retirement Institute
Pennsylvania
$319K +$1.2K +38 +0.4%
MWM
193
Modern Wealth Management
Kansas
$317K -$1.26K -40 -0.4%
CIAS
194
Capital Investment Advisory Services
North Carolina
$307K +$49.7K +1,575 +21%
RIA
195
Regal Investment Advisors
Michigan
$307K +$289K +9,166 New
KFGK
196
Keystone Financial Group (Kentucky)
Kentucky
$303K +$49.8K +1,578 +21%
TCG
197
Transcendent Capital Group
Oklahoma
$287K -$33.5K -1,063 -11%
SA
198
Sanctuary Advisors
Indiana
$286K +$32 +1 +0%
TI
199
tru Independence
Oregon
$280K +$19.2K +609 +8%
AIFS
200
A&I Financial Services
Colorado
$274K – – –
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8
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