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Capital Group Core Equity ETF
CGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$398K +$410K +15,831 New
SWM
102
Silverlake Wealth Management
Vermont
$395K +$21.7K +837 +6%
BFA
103
Beacon Financial Advisory
Ohio
$376K +$72.5K +2,797 +23%
AFM
104
Armstrong Fleming & Moore
District of Columbia
$370K +$30.5K +1,175 +9%
GRP
105
Global Retirement Partners
California
$369K +$31.8K +1,225 +9%
IAS
106
Investment Advisory Services
Texas
$364K +$375K +14,476 New
CCA
107
Cravens & Co Advisors
Tennessee
$359K -$2.28K -88 -0.6%
LA
108
Latitude Advisors
Florida
$352K +$104K +4,000 +40%
MA
109
Mutual Advisors
Nebraska
$343K +$354K +13,669 New
HFA
110
High Falls Advisors
New York
$321K +$332K +12,796 New
RJT
111
Raymond James Trust
Florida
$302K +$16.6K +640 +6%
CA
112
CapWealth Advisors
Tennessee
$302K -$21.5K -828 -6%
BAG
113
Bridgewealth Advisory Group
California
$301K +$310K +11,970 New
WS
114
Wedbush Securities
California
$297K +$306K +11,810 New
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$288K +$18.5K +712 +7%
MSAM
116
Moloney Securities Asset Management
Missouri
$280K -$19.4K -747 -6%
CC
117
Cypress Capital
Tennessee
$279K – – –
HAS
118
HBW Advisory Services
California
$275K -$135K -5,218 -32%
WP
119
WealthSource Partners
California
$269K -$22.3K -862 -7%
TI
120
tru Independence
Oregon
$248K +$6.33K +244 +3%
GSEP
121
Golden State Equity Partners
California
$242K +$250K +9,638 New
NWMG
122
National Wealth Management Group
Ohio
$239K – – –
IAG
123
Investmark Advisory Group
Connecticut
$230K -$1.66K -64 -0.7%
WWM
124
Western Wealth Management
Colorado
$222K +$1.81K +70 +0.8%
DA
125
Detalus Advisors
Missouri
$216K – – –
3 4
5
6 7