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Capital Group Core Plus Income ETF
CGCP

Name Holding Trade Value Shares
Change 		Change in
Stake
MBC
226
Michael Brady & Co
Ohio
$493K +$240K +10,577 +92%
CFS
227
Cannon Financial Strategists
Georgia
$470K +$477K +21,050 New
AFA
228
American Financial Advisors
Georgia
$463K +$4.87K +215 +1%
GCM
229
Glaxis Capital Management
Florida
$447K – – –
RWP
230
Ridgeline Wealth Planning
Ohio
$411K +$21.9K +966 +6%
FFS
231
Founders Financial Securities
Maryland
$410K -$11.3K -500 -3%
SGI
232
Summit Global Investments
Utah
$407K +$8.08K +357 +2%
CA
233
Carson Advisory
Georgia
$405K +$77.6K +3,428 +23%
BFG
234
Bleakley Financial Group
New Jersey
$401K – – –
LWL
235
Leo Wealth LLC
Texas
$386K +$391K +17,274 New
TI
236
tru Independence
Oregon
$381K -$1.65K -73 -0.4%
PWA
237
Peterson Wealth Advisors
Utah
$369K -$21.4K -945 -5%
SIAP
238
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$360K +$12.5K +550 +4%
FP
239
Financial Perspectives
Minnesota
$350K +$589 +26 +0.2%
EWP
240
Elevation Wealth Partners
California
$348K +$2.63K +116 +0.7%
GKWIM
241
Gerber Kawasaki Wealth & Investment Management
California
$334K -$18.4K -811 -5%
SWP
242
Sagespring Wealth Partners
Tennessee
$328K +$56.4K +2,492 +20%
TWM
243
Tortuga Wealth Management
California
$318K +$159 +7 +0%
TWM
244
Tradition Wealth Management
Minnesota
$313K – – –
TF
245
Tudor Financial
Ohio
$309K +$249 +11 +0.1%
NAS
246
NWF Advisory Services
California
$301K +$35.1K +1,548 +13%
TC
247
Trilogy Capital
California
$299K – – –
ZIM
248
Zacks Investment Management
Illinois
$292K +$296K +13,084 New
EWP
249
Equity Wealth Partners
Missouri
$291K -$5K -221 -2%
CA
250
CoreCap Advisors
Michigan
$285K +$30K +1,325 +12%
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