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Capital Group Core Equity ETF
CGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
226
Holistic Planning
Texas
$372K -$21K -600 -5%
UAG
227
United Advisor Group
Ohio
$366K +$456 +13 +0.1%
RIS
228
Richmond Investment Services
Wisconsin
$361K +$361K +10,311 New
TSWM
229
Tyler-Stone Wealth Management
Ohio
$359K +$100K +2,857 +39%
IAG
230
Investmark Advisory Group
Connecticut
$354K +$1.09K +31 +0.3%
OC
231
Oppenheimer & Co
New York
$351K -$14K -400 -4%
VWA
232
Visionary Wealth Advisors
Illinois
$350K +$42.9K +1,223 +14%
NWMG
233
National Wealth Management Group
Ohio
$336K +$7.01K +200 +2%
CA
234
CapWealth Advisors
Tennessee
$325K -$17K -484 -5%
RK
235
Rather & Kittrell
Tennessee
$316K +$15.3K +436 +5%
CWA
236
Cornerstone Wealth Advisors
Minnesota
$315K +$316K +9,013 New
SG
237
StoneX Group
New York
$311K -$47.6K -1,357 -13%
GIA
238
Gladstone Institutional Advisory
Florida
$298K -$5.15K -147 -2%
PTC
239
Private Trust Company
Ohio
$297K – – –
DA
240
Detalus Advisors
Missouri
$294K – – –
PWM
241
Perigon Wealth Management
California
$291K +$289K +8,252 New
ACM
242
Advance Capital Management
Michigan
$287K +$1.02K +29 +0.4%
CL
243
CIM LLC
New York
$282K +$33.4K +952 +13%
PI
244
PFG Investments
New York
$278K +$1.58K +45 +0.6%
GWSG
245
GPS Wealth Strategies Group
Colorado
$275K -$18.8K -535 -6%
BCA
246
Bay Colony Advisors
Massachusetts
$270K +$271K +7,734 New
JWCA
247
J.W. Cole Advisors
Florida
$270K +$175 +5 +0.1%
DWP
248
Daymark Wealth Partners
Ohio
$265K -$9.43K -269 -3%
TAM
249
Titleist Asset Management
Texas
$264K +$806 +23 +0.3%
AI
250
Atria Investments
North Carolina
$260K +$51.9K +1,482 +25%
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