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Capital Group Core Plus Income ETF
CGCP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
201
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260K +$265K +11,725 New
BWA
202
Beam Wealth Advisors
Louisiana
$256K +$260K +11,528 New
GVAG
203
Great Valley Advisor Group
Delaware
$254K -$1.7M -75,409 -87%
NWMG
204
National Wealth Management Group
Ohio
$238K +$2.26K +100 +0.9%
QWM
205
Quadcap Wealth Management
Texas
$224K +$228K +10,105 New
SFG
206
Seamount Financial Group
Colorado
$215K +$218K +9,671 New
MOS
207
MGO One Seven
Ohio
$214K -$9.03K -400 -4%
SPIA
208
Steward Partners Investment Advisory
New York
$206K -$25.7K -1,140 -11%
IWC
209
Integrated Wealth Concepts
Massachusetts
$203K – – –
HCP
210
Hexagon Capital Partners
Arkansas
$191K – – –
EWP
211
Elevation Wealth Partners
California
$184K – – –
IA
212
IFP Advisors
Florida
$157K +$28.9K +1,280 +22%
SIM
213
Synergy Investment Management
Florida
$155K +$158K +6,980 New
FP
214
Financial Perspectives
Minnesota
$154K +$30.6K +1,354 +24%
CA
215
CoreCap Advisors
Michigan
$142K +$65.1K +2,886 +83%
WWP
216
WR Wealth Planners
Missouri
$141K -$150K -6,625 -51%
BC
217
Barrett & Company
Rhode Island
$110K +$45 +2 +0%
ACA
218
Aptus Capital Advisors
Alabama
$96.6K +$22.6K +1,000 +30%
GWANC
219
Guardian Wealth Advisors (North Carolina)
North Carolina
$96.6K +$22.6K +1,000 +30%
OW
220
Olistico Wealth
Oklahoma
$95.5K -$5.35K -237 -5%
WAS
221
Winch Advisory Services
Wisconsin
$62.5K +$609 +27 +1%
TCG
222
Transcendent Capital Group
Oklahoma
$57.6K +$6.57K +291 +13%
CFD
223
Creative Financial Designs
Indiana
$56.8K +$17.6K +782 +44%
CAL
224
Capital Analysts LLC
Pennsylvania
$54K +$55.3K +2,450 New
SS
225
Sunbelt Securities
Texas
$49.6K +$50.5K +2,236 New
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