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Capital Group Core Bond ETF
CGCB

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Advisornet Financial
Minnesota
$567K -$5.05M -193,771 -90%
PAG
27
Private Advisor Group
New Jersey
$505K +$506K +19,411 New
OMC
28
Old Mission Capital
Illinois
$502K -$340K -13,038 -40%
Citadel Advisors
29
Citadel Advisors
Florida
$455K +$457K +17,518 New
RIL
30
Rothschild Investment LLC
Illinois
$446K – – –
USCWA
31
U.S. Capital Wealth Advisors
Texas
$392K +$107K +4,100 +37%
CA
32
Continuum Advisory
Idaho
$347K +$353K +13,530 New
AAS
33
Avantax Advisory Services
Texas
$298K +$299K +11,466 New
DADC
34
D.A. Davidson & Co
Montana
$270K – – –
RK
35
Rather & Kittrell
Tennessee
$245K +$246K +9,418 New
WWP
36
WR Wealth Planners
Missouri
$218K +$218K +8,370 New
HI
37
Harbour Investments
Wisconsin
$211K +$22.4K +858 +12%
OIA
38
OneDigital Investment Advisors
Kansas
$203K +$204K +7,821 New
CFGS
39
Concourse Financial Group Securities
Alabama
$72.8K +$72.8K +2,791 New
FP
40
Financial Perspectives
Minnesota
$57.5K +$57.6K +2,211 New
HIA
41
Harbor Investment Advisory
Maryland
$50.1K +$50.2K +1,927 New
NA
42
NewEdge Advisors
Louisiana
$34.2K +$34.3K +1,315 New
SPIA
43
Steward Partners Investment Advisory
New York
$23.3K +$2.5K +96 +12%
CFD
44
Creative Financial Designs
Indiana
$6.06K +$6.07K +233 New
IGWM
45
ICA Group Wealth Management
Colorado
$390 +$391 +15 New
MWM
46
Meridian Wealth Management
Kentucky
– -$1.5M -56,897 Closed
AFM
47
Armstrong Fleming & Moore
District of Columbia
– -$201K -7,595 Closed
AssetMark Inc
48
AssetMark Inc
California
– -$93.3K -3,528 Closed
DJSG
49
D.J. St. Germain
Massachusetts
– -$41.2K -1,557 Closed
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