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Capital Group Core Plus Income ETF
CGCP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
226
Trilogy Capital
California
$274K +$18.9K +838 +7%
BWA
227
Beam Wealth Advisors
Louisiana
$265K -$22.1K -978 -8%
GWSG
228
GPS Wealth Strategies Group
Colorado
$262K -$15K -665 -5%
SB
229
Strategic Blueprint
Georgia
$259K +$2.49K +110 +1%
FP
230
Financial Perspectives
Minnesota
$252K +$64.2K +2,839 +34%
SWP
231
Sagespring Wealth Partners
Tennessee
$249K +$248K +10,954 New
MOS
232
MGO One Seven
Ohio
$248K +$24.9K +1,100 +11%
GAG
233
GM Advisory Group
New York
$241K +$240K +10,611 New
CA
234
CoreCap Advisors
Michigan
$241K +$68.9K +3,049 +40%
BB
235
Burford Brothers
Texas
$238K -$6.42K -284 -3%
GCM
236
Glaxis Capital Management
Florida
$227K +$226K +10,000 New
CL
237
CIM LLC
New York
$226K +$14.3K +633 +7%
NWMG
238
National Wealth Management Group
Ohio
$221K – – –
LMKC
239
L.M. Kohn & Company
Ohio
$218K +$217K +9,600 New
GWA
240
Gutierrez Wealth Advisory
Arkansas
$216K +$215K +9,505 New
NFA
241
Northwest Financial Advisors
Virginia
$210K +$1.24K +55 +0.6%
YWS
242
Yarger Wealth Strategies
Ohio
$209K +$2.71K +120 +1%
BCG
243
Breakwater Capital Group
New Jersey
$208K -$93.6K -4,142 -31%
FPGK
244
Financial Partners Group (Kansas)
Kansas
$205K -$37K -1,639 -15%
FHA
245
Flagship Harbor Advisors
Massachusetts
$202K +$201K +8,911 New
EWP
246
Elevation Wealth Partners
California
$189K +$904 +40 +0.5%
SPIA
247
Steward Partners Investment Advisory
New York
$143K -$37.8K -1,671 -21%
MCM
248
MAI Capital Management
Ohio
$114K +$67.9K +3,006 +148%
BC
249
Barrett & Company
Rhode Island
$113K – – –
ACA
250
Aptus Capital Advisors
Alabama
$101K -$22K -975 -18%
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