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Capital Group Core Equity ETF
CGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
301
Exencial Wealth Advisors
Oklahoma
$362K +$359K +8,986 New
MFA
302
Millington Financial Advisors
Illinois
$347K +$339K +8,500 New
DA
303
Detalus Advisors
Missouri
$339K – – –
SCM
304
Saxony Capital Management
Missouri
$338K +$335K +8,400 New
HBW
305
Hazlett, Burt & Watson
West Virginia
$334K +$281K +7,040 +548%
IAS
306
Insigneo Advisory Services
Florida
$328K +$59.1K +1,481 +22%
SCA
307
Snowden Capital Advisors
New York
$326K +$80.8K +2,023 +33%
WFAG
308
Worth Financial Advisory Group
North Carolina
$325K +$759 +19 +0.2%
NWMG
309
National Wealth Management Group
Ohio
$318K – – –
FFA
310
Florida Financial Advisors
Florida
$313K +$36K +901 +13%
CB
311
Commerce Bank
Missouri
$312K – – –
IAG
312
Investmark Advisory Group
Connecticut
$311K +$998 +25 +0.3%
CW
313
CreativeOne Wealth
Kansas
$310K +$308K +7,711 New
MWM
314
Mascagni Wealth Management
Mississippi
$306K +$12.8K +320 +4%
CA
315
CapWealth Advisors
Tennessee
$303K – – –
RIG
316
RiverFront Investment Group
Virginia
$301K – – –
QCM
317
QRG Capital Management
Illinois
$294K +$53.7K +1,344 +23%
LDB
318
Lee, Danner & Bass
Tennessee
$293K +$73.9K +1,850 +34%
MSFP
319
Mark Sheptoff Financial Planning
Connecticut
$290K -$11.7K -294 -4%
CCMG
320
Clark Capital Management Group
Pennsylvania
$287K +$285K +7,133 New
HF
321
HRT Financial
New York
$281K +$279K +6,991 New
IAN
322
Integrated Advisors Network
Texas
$280K +$278K +6,959 New
CFG
323
Compton Financial Group
Maryland
$279K +$277K +6,941 New
HWMO
324
Heritage Wealth Management (Ohio)
Ohio
$276K +$274K +6,868 New
DWP
325
Daymark Wealth Partners
Ohio
$274K +$120 +3 +0%
11 12
13
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