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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
176
Richmond Investment Services
Wisconsin
$1.12M +$398K +11,107 +52%
CFG
177
Certior Financial Group
Pennsylvania
$1.1M +$330K +9,207 +40%
SF
178
Summit Financial
New Jersey
$1.07M +$8.95K +250 +0.8%
SIM
179
Synergy Investment Management
Florida
$1.06M – – –
CIAS
180
Capital Investment Advisory Services
North Carolina
$1.05M +$338K +9,448 +45%
DWM
181
Dakota Wealth Management
Florida
$1.05M +$175K +4,890 +19%
WN
182
Williams & Novak
California
$1.02M +$519K +14,505 +97%
VWA
183
Visionary Wealth Advisors
Illinois
$1.01M +$157K +4,377 +18%
LA
184
Latitude Advisors
Florida
$971K +$222K +6,200 +28%
NFA
185
Northwest Financial Advisors
Virginia
$909K +$262K +7,323 +38%
AIM
186
Advyzon Investment Management
Illinois
$907K +$148K +4,134 +19%
LF
187
Lantz Financial
Illinois
$876K +$379K +10,583 +71%
FFA
188
Farther Finance Advisors
California
$860K -$981K -27,382 -52%
KJWM
189
Kiley Juergens Wealth Management
Washington
$857K +$55.9K +1,560 +7%
PTC
190
Private Trust Company
Ohio
$847K +$436K +12,184 +98%
KWA
191
Kingswood Wealth Advisors
California
$842K +$876K +24,457 New
TI
192
tru Independence
Oregon
$834K +$466K +13,023 +116%
FPAS
193
Focus Partners Advisor Solutions
Missouri
$812K -$67.5K -1,886 -7%
RIL
194
Rothschild Investment LLC
Illinois
$807K +$490K +13,685 +140%
SWM
195
SFG Wealth Management
Maryland
$806K +$11.4K +317 +1%
DWM
196
Diversify Wealth Management
Utah
$790K +$181K +5,062 +30%
IWM
197
IHT Wealth Management
Illinois
$772K -$14.1K -393 -2%
BAG
198
Bridgewealth Advisory Group
California
$747K +$102K +2,856 +15%
RIA
199
Regal Investment Advisors
Michigan
$746K +$231K +6,463 +42%
AWM
200
Accel Wealth Management
Iowa
$731K +$140K +3,900 +22%
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