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Capital Group Core Plus Income ETF
CGCP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
176
Trilogy Capital
California
$297K +$293K +12,843 New
GWSG
177
GPS Wealth Strategies Group
Colorado
$295K +$294K +12,890 New
FFA
178
Frazier Financial Advisors
Ohio
$293K – – –
PWA
179
Pillar Wealth Advisors
Pennsylvania
$285K -$22.8K -1,000 -8%
JCM
180
Jacobi Capital Management
Pennsylvania
$276K +$26.2K +1,146 +11%
NWMG
181
National Wealth Management Group
Ohio
$246K – – –
SPIA
182
Steward Partners Investment Advisory
New York
$240K +$86.6K +3,791 +57%
MOS
183
MGO One Seven
Ohio
$232K +$229K +10,028 New
IWC
184
Integrated Wealth Concepts
Massachusetts
$211K -$9.71K -425 -4%
PTC
185
Private Trust Company
Ohio
$210K +$125K +5,465 +152%
CA
186
Carson Advisory
Georgia
$207K -$2.35K -103 -1%
HCP
187
Hexagon Capital Partners
Arkansas
$198K +$196K +8,584 New
EWP
188
Elevation Wealth Partners
California
$191K +$1.07K +47 +0.6%
IA
189
IFP Advisors
Florida
$134K +$69.8K +3,057 +111%
FP
190
Financial Perspectives
Minnesota
$129K – – –
BC
191
Barrett & Company
Rhode Island
$114K +$46 +2 +0%
NA
192
NewEdge Advisors
Louisiana
$113K +$45.9K +2,008 +69%
NFA
193
Northwest Financial Advisors
Virginia
$109K +$108K +4,725 New
OW
194
Olistico Wealth
Oklahoma
$105K +$59.5K +2,607 +135%
CA
195
CoreCap Advisors
Michigan
$80.8K +$23.5K +1,027 +42%
ACA
196
Aptus Capital Advisors
Alabama
$77.5K – – –
GWANC
197
Guardian Wealth Advisors (North Carolina)
North Carolina
$77.5K – – –
WAS
198
Winch Advisory Services
Wisconsin
$64.5K +$525 +23 +0.8%
TCG
199
Transcendent Capital Group
Oklahoma
$53.3K +$52.6K +2,303 New
CFD
200
Creative Financial Designs
Indiana
$41K +$13.5K +590 +50%
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