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Capital Group Core Equity ETF
CGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
251
NWAM LLC
Washington
$816K +$93.5K +2,184 +14%
SW
252
Simplicity Wealth
New Jersey
$806K -$74.2K -1,733 -9%
SFS
253
Sowell Financial Services
Arkansas
$798K +$105K +2,457 +16%
AF
254
Allworth Financial
California
$794K -$210K -4,916 -22%
MW
255
Merited Wealth
Florida
$787K -$2.01M -46,935 -73%
ACM
256
Advance Capital Management
Michigan
$783K +$64.1K +1,497 +9%
WS
257
Wedbush Securities
California
$779K +$8.6K +201 +1%
FFA
258
Florida Financial Advisors
Florida
$772K +$201K +4,689 +37%
SF
259
Sun Financial
Utah
$757K -$57K -1,333 -8%
HP
260
Holistic Planning
Texas
$730K +$1.16K +27 +0.2%
EA
261
Everpar Advisors
Oklahoma
$719K -$27.8K -650 -4%
SG
262
StoneX Group
New York
$712K +$73.8K +1,725 +12%
VFG
263
Victory Financial Group
Texas
$707K +$680K +15,884 New
SWM
264
Silverlake Wealth Management
Vermont
$700K +$1.63K +38 +0.2%
AF
265
Advisornet Financial
Minnesota
$696K +$770 +18 +0.1%
HAIM
266
Hunter Associates Investment Management
Pennsylvania
$691K – – –
HPC
267
Hobart Private Capital
North Carolina
$687K +$32.4K +756 +5%
EWP
268
Evergreen Wealth Partners
Montana
$669K +$644K +15,038 New
IWM
269
IHT Wealth Management
Illinois
$662K -$770 -18 -0.1%
FA
270
Faithward Advisors
Pennsylvania
$658K +$556 +13 +0.1%
TA
271
TKG Advisors
Indiana
$657K -$107K -2,496 -14%
CL
272
CIM LLC
New York
$637K +$7.45K +174 +1%
BFA
273
Beacon Financial Advisory
Ohio
$637K -$116K -2,700 -16%
TI
274
tru Independence
Oregon
$636K -$24.3K -568 -4%
CW
275
CreativeOne Wealth
Kansas
$633K +$186K +4,339 +44%
9 10
11
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