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Capital Group Core Plus Income ETF
CGCP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
251
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$359K – – –
FP
252
Financial Perspectives
Minnesota
$359K +$9.89K +442 +3%
AWM
253
Axxcess Wealth Management
California
$357K +$359K +16,032 New
EWP
254
Elevation Wealth Partners
California
$351K +$2.8K +125 +0.8%
AI
255
Atria Investments
North Carolina
$350K +$72.7K +3,252 +26%
FFA
256
Florida Financial Advisors
Florida
$322K +$324K +14,463 New
TWM
257
Tortuga Wealth Management
California
$318K +$179 +8 +0.1%
TF
258
Tudor Financial
Ohio
$308K +$425 +19 +0.1%
MC
259
Moors & Cabot
Massachusetts
$306K +$307K +13,743 New
SGWP
260
Sun Group Wealth Partners
California
$306K +$307K +13,743 New
NAS
261
NWF Advisory Services
California
$306K +$5.37K +240 +2%
TWM
262
Tradition Wealth Management
Minnesota
$290K -$23.2K -1,037 -7%
FFS
263
Founders Financial Securities
Maryland
$285K -$122K -5,438 -30%
FFA
264
Frazier Financial Advisors
Ohio
$283K – – –
CL
265
CIM LLC
New York
$283K +$50.9K +2,274 +22%
CHWM
266
Cauble & Harre Wealth Management
Missouri
$280K – – –
MOS
267
MGO One Seven
Ohio
$278K +$20.1K +900 +8%
CA
268
CoreCap Advisors
Michigan
$278K -$6.84K -306 -2%
BWA
269
Beam Wealth Advisors
Louisiana
$271K +$1.01K +45 +0.4%
BWM
270
BCS Wealth Management
Tennessee
$265K +$32.3K +1,442 +14%
FHA
271
Flagship Harbor Advisors
Massachusetts
$259K +$259K +11,599 New
KWMG
272
King Wealth Management Group
Florida
$257K +$258K +11,548 New
BCM
273
Brookstone Capital Management
Illinois
$253K -$16.4K -735 -6%
IAS
274
Integrity Advisory Solutions
Texas
$251K +$1.05K +47 +0.4%
MCM
275
MAI Capital Management
Ohio
$250K +$193K +8,608 +332%
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