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Capital Group Core Bond ETF
CGCB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
176
Perigon Wealth Management
California
$404K +$120K +4,490 +42%
SFS
177
Security Financial Services
Indiana
$364K +$37.1K +1,391 +11%
SGI
178
Summit Global Investments
Utah
$360K +$28.8K +1,080 +9%
KFGK
179
Keystone Financial Group (Kentucky)
Kentucky
$353K +$354K +13,301 New
BWP
180
Balboa Wealth Partners
Arizona
$351K +$83.3K +3,124 +31%
OP
181
ORG Partners
Indiana
$351K +$79.7K +2,990 +29%
PTC
182
Private Trust Company
Ohio
$343K +$204K +7,648 +144%
IWM
183
IHT Wealth Management
Illinois
$342K +$109K +4,089 +46%
CFD
184
Creative Financial Designs
Indiana
$340K +$52.7K +1,979 +18%
TC
185
Trilogy Capital
California
$336K +$959 +36 +0.3%
OC
186
Oppenheimer & Co
New York
$325K +$326K +12,245 New
CFG
187
Compton Financial Group
Maryland
$316K +$317K +11,904 New
SCA
188
Snowden Capital Advisors
New York
$310K – – –
CA
189
Carson Advisory
Georgia
$309K +$311K +11,655 New
OMC
190
Old Mission Capital
Illinois
$307K -$441K -16,558 -59%
HTWM
191
Hartmann Taylor Wealth Management
Texas
$302K +$90.7K +3,404 +43%
JWCA
192
J.W. Cole Advisors
Florida
$298K +$59.3K +2,224 +25%
PCS
193
Private Client Services
Kentucky
$288K – – –
MHB
194
Midwest Heritage Bank
Iowa
$286K +$288K +10,796 New
NFG
195
Nations Financial Group
Iowa
$281K +$282K +10,586 New
MWP
196
Madison Wealth Partners
Wisconsin
$270K -$20.9K -783 -7%
AIM
197
Advyzon Investment Management
Illinois
$267K +$269K +10,081 New
VW
198
Vantus Wealth
Pennsylvania
$267K +$269K +10,081 New
LWA
199
Lantern Wealth Advisors
New York
$260K +$18.7K +703 +8%
OWM
200
Orca Wealth Management
Florida
$258K – – –
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