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Capital Group Core Balanced ETF
CGBL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$377K +$205K +6,024 +124%
WF
202
Warner Financial
Maryland
$377K +$121K +3,559 +49%
FMN
203
Financial Management Network
California
$364K +$95K +2,790 +37%
TCG
204
Transcendent Capital Group
Oklahoma
$360K +$60.8K +1,785 +21%
PI
205
PFG Investments
New York
$352K +$345K +10,127 New
SFC
206
Strategic Financial Concepts
Texas
$347K +$13.6K +399 +4%
WN
207
Williams & Novak
California
$347K +$340K +9,994 New
HH
208
Hilltop Holdings
Texas
$339K – – –
HFA
209
High Falls Advisors
New York
$335K – – –
RIL
210
Rothschild Investment LLC
Illinois
$334K +$68.1K +2,000 +26%
RIA
211
Regal Investment Advisors
Michigan
$325K +$6.61K +194 +2%
VWWMG
212
Vermillion & White Wealth Management Group
Pennsylvania
$303K +$20.4K +598 +7%
SA
213
Sanctuary Advisors
Indiana
$297K +$375 +11 +0.1%
ARC
214
Advisor Resource Council
Texas
$291K +$62.7K +1,841 +28%
CAM
215
Concorde Asset Management
Michigan
$289K +$282K +8,289 New
SW
216
Simplicity Wealth
New Jersey
$288K +$64.3K +1,887 +29%
AIFS
217
A&I Financial Services
Colorado
$285K – – –
MCA
218
MSH Capital Advisors
Arizona
$284K +$279K +8,184 New
DAS
219
Dynamic Advisor Solutions
Arizona
$279K -$2.11K -62 -0.8%
SEP
220
Southland Equity Partners
Missouri
$269K +$264K +7,737 New
IF
221
Intrua Financial
Texas
$264K +$259K +7,608 New
VF
222
Virtu Financial
New York
$264K +$259K +7,611 New
SAI
223
Savvy Advisors Inc
New York
$263K +$51.1K +1,500 +25%
SA
224
Skyline Advisors
Washington
$260K +$255K +7,490 New
AAS
225
Asset Allocation Strategies
Michigan
$253K +$249K +7,297 New
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9
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