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Capital Group Core Plus Income ETF
CGCP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1
WNY Asset Management
New York
$49.8M +$13.5M +598,992 +37%
Jane Street
2
Jane Street
New York
$34.5M +$35M +1,548,786 New
SFA
3
Souders Financial Advisors
Ohio
$33.2M +$11.4M +502,311 +51%
JBA
4
Johnson Bixby & Associates
Washington
$33.1M +$3.53M +156,348 +12%
Osaic Holdings
5
Osaic Holdings
Arizona
$33M +$19.1M +845,944 +132%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$29.5M +$19M +840,863 +173%
MML Investors Services
7
MML Investors Services
Massachusetts
$28.1M +$3.65M +161,755 +15%
Wells Fargo
8
Wells Fargo
California
$26.2M +$15.5M +685,710 +139%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$23.5M +$6.28M +277,925 +36%
LPL Financial
10
LPL Financial
California
$20.7M +$5.63M +249,225 +37%
UBS Group
11
UBS Group
Switzerland
$20.2M +$3.31M +146,555 +19%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$18.3M +$5.61M +248,077 +43%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$17.7M +$3.96M +175,475 +28%
FWS
14
FinDec Wealth Services
California
$16.9M +$1.4M +62,132 +9%
AWC
15
Adamsbrown Wealth Consultants
Kansas
$16.6M +$3.03M +134,089 +22%
Stifel Financial
16
Stifel Financial
Missouri
$16.4M +$3.66M +161,802 +28%
CA
17
Cetera Advisors
Colorado
$16.3M +$16.6M +732,594 New
DJSG
18
D.J. St. Germain
Massachusetts
$15.2M +$15.4M +681,313 New
MLRA
19
Main Line Retirement Advisors
Montana
$14.2M +$14.4M +637,894 New
IA
20
IAM Advisory
Pennsylvania
$12.5M +$233K +10,302 +2%
RA
21
Ruggaard & Associates
Ohio
$12.1M +$917K +40,568 +8%
BWP
22
Bernardo Wealth Planning
Pennsylvania
$11.2M +$11.4M +504,212 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$10.3M +$3.56M +157,547 +52%
MHB
24
Midwest Heritage Bank
Iowa
$9.04M +$1.17M +51,663 +15%
LNC
25
Lincoln National Corp
Pennsylvania
$8.34M +$2.11M +93,434 +33%
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