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Capital Group Core Equity ETF
CGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
376
Aspen Capital Management
Idaho
$232K – – –
SIC
377
SFE Investment Counsel
California
$232K – – –
SEIA
378
Signature Estate & Investment Advisors
California
$231K -$2.97M -69,435 -93%
AWA
379
Alta Wealth Advisors
Massachusetts
$228K +$220K +5,134 New
MWM
380
Mission Wealth Management
California
$228K +$219K +5,115 New
SGFG
381
Silver Grove Financial Group
New York
$227K +$218K +5,102 New
VWWMG
382
Vermillion & White Wealth Management Group
Pennsylvania
$221K +$213K +4,976 New
DWAM
383
Duncan Williams Asset Management
Tennessee
$218K +$209K +4,894 New
CIAS
384
CFS Investment Advisory Services
New Jersey
$217K +$342 +8 +0.2%
OCA
385
OpenArc Corporate Advisory
Georgia
$216K -$22K -513 -10%
EWP
386
Equity Wealth Partners
Missouri
$214K +$206K +4,807 New
EWA
387
EP Wealth Advisors
California
$212K +$204K +4,775 New
SFC
388
Swisher Financial Concepts
Ohio
$208K -$182K -4,257 -48%
HH
389
Hilltop Holdings
Texas
$205K +$198K +4,620 New
FMWA
390
Forvis Mazars Wealth Advisors
Missouri
$204K +$196K +4,586 New
JIG
391
Junk Investment Group
Maryland
$201K +$194K +4,525 New
CAM
392
Cresset Asset Management
Illinois
$200K +$193K +4,507 New
M
393
MOTCO
Texas
$166K – – –
LFG
394
Larson Financial Group
Missouri
$163K – – –
BFP
395
Birchwood Financial Partners
Minnesota
$140K +$128 +3 +0.1%
CCM
396
Chilton Capital Management
Texas
$140K +$29.4K +688 +28%
MG
397
Mather Group
Illinois
$116K – – –
RCM
398
Richardson Capital Management
Wisconsin
$111K – – –
WAS
399
Winch Advisory Services
Wisconsin
$104K +$49.4K +1,155 +97%
FPB
400
First PREMIER Bank
South Dakota
$99K – – –
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