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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
176
Visionary Wealth Advisors
Illinois
$883K +$115K +3,301 +15%
ARC
177
Advisor Resource Council
Texas
$855K +$543K +15,530 +185%
KJWM
178
Kiley Juergens Wealth Management
Washington
$824K +$184K +5,264 +29%
SWM
179
SFG Wealth Management
Maryland
$816K +$1.12K +32 +0.1%
CFG
180
Certior Financial Group
Pennsylvania
$808K +$276K +7,901 +53%
IWM
181
IHT Wealth Management
Illinois
$807K +$248K +7,088 +45%
CFG
182
Compton Financial Group
Maryland
$799K +$791K +22,615 New
AIM
183
Advyzon Investment Management
Illinois
$785K +$778K +22,231 New
VW
184
Vantus Wealth
Pennsylvania
$785K +$778K +22,231 New
LA
185
Latitude Advisors
Florida
$778K +$195K +5,568 +34%
RIS
186
Richmond Investment Services
Wisconsin
$759K -$109K -3,113 -13%
CIAS
187
Capital Investment Advisory Services
North Carolina
$743K +$286K +8,183 +64%
UPS
188
UHLMANN PRICE SECURITIES
Illinois
$738K +$144K +4,104 +24%
SB
189
Strategic Blueprint
Georgia
$721K -$4.8M -137,114 -87%
PWM
190
Pines Wealth Management
North Carolina
$721K +$41K +1,172 +6%
DFA
191
Davies Financial Advisors
California
$688K -$1.16M -33,071 -63%
LWA
192
Lantern Wealth Advisors
New York
$683K +$30.5K +871 +5%
NFA
193
Northwest Financial Advisors
Virginia
$674K +$206K +5,885 +45%
AFM
194
Armstrong Fleming & Moore
District of Columbia
$674K +$8.4K +240 +1%
BAG
195
Bridgewealth Advisory Group
California
$666K +$57.1K +1,633 +9%
KAS
196
KPP Advisory Services
Kentucky
$639K -$980 -28 -0.2%
AWM
197
Axxcess Wealth Management
California
$615K +$75.7K +2,163 +14%
CRI
198
Colonial River Investments
Virginia
$615K +$75.7K +2,163 +14%
AWM
199
Accel Wealth Management
Iowa
$613K +$217K +6,201 +56%
DWM
200
Diversify Wealth Management
Utah
$605K +$29.2K +835 +5%
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