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Capital Group Core Plus Income ETF
CGCP

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
226
William Mack & Associates
Michigan
$429K +$49.7K +2,184 +13%
FFS
227
Founders Financial Securities
Maryland
$424K – – –
BFG
228
Bleakley Financial Group
New Jersey
$406K -$51.2K -2,249 -11%
SGI
229
Summit Global Investments
Utah
$404K +$42.4K +1,863 +12%
PWA
230
Peterson Wealth Advisors
Utah
$396K -$30.2K -1,328 -7%
RWP
231
Ridgeline Wealth Planning
Ohio
$394K +$12.6K +555 +3%
TI
232
tru Independence
Oregon
$387K -$11.2K -494 -3%
GS
233
GTS Securities
Florida
$383K +$385K +16,903 New
CHWM
234
Cauble & Harre Wealth Management
Missouri
$375K +$377K +16,560 New
AWM
235
Axxcess Wealth Management
California
$359K +$361K +15,858 New
GKWIM
236
Gerber Kawasaki Wealth & Investment Management
California
$357K -$10.8K -474 -3%
FP
237
Financial Perspectives
Minnesota
$354K +$103K +4,536 +41%
SIAP
238
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$353K – – –
EWP
239
Elevation Wealth Partners
California
$351K +$163K +7,164 +86%
BWM
240
BCS Wealth Management
Tennessee
$344K +$346K +15,194 New
CA
241
Carson Advisory
Georgia
$333K +$48.6K +2,135 +17%
TWM
242
Tortuga Wealth Management
California
$322K +$324K +14,239 New
TWM
243
Tradition Wealth Management
Minnesota
$318K -$44.9K -1,973 -12%
BCM
244
Brookstone Capital Management
Illinois
$314K -$64.2K -2,821 -17%
TF
245
Tudor Financial
Ohio
$313K -$7.19K -316 -2%
IAS
246
Integrity Advisory Solutions
Texas
$309K -$6.1K -268 -2%
TC
247
Trilogy Capital
California
$303K +$30.1K +1,323 +11%
EWP
248
Equity Wealth Partners
Missouri
$299K +$301K +13,227 New
JWCA
249
J.W. Cole Advisors
Florida
$297K +$2.09K +92 +0.6%
FFA
250
Frazier Financial Advisors
Ohio
$287K – – –
8 9
10
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