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Capital Group Core Equity ETF
CGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
151
HFG Advisors
Ohio
$350K +$333K +11,225 New
HFA
152
High Falls Advisors
New York
$344K – – –
IWC
153
Integrated Wealth Concepts
Massachusetts
$343K +$5.75K +194 +2%
OWA
154
Octavia Wealth Advisors
Ohio
$339K -$9.34K -315 -3%
TI
155
tru Independence
Oregon
$337K +$16.4K +552 +5%
CWM
156
Cornerstone Wealth Management
Missouri
$327K – – –
BFG
157
Beacon Financial Group
Texas
$323K +$307K +10,352 New
IFG
158
Independent Financial Group
California
$319K -$14.7K -495 -5%
NL
159
NWAM LLC
Washington
$318K +$73.9K +2,492 +32%
IGWM
160
ICA Group Wealth Management
Colorado
$316K -$89 -3 -0%
DC
161
Davenport & Co
Virginia
$311K +$73.5K +2,481 +33%
TCWM
162
Total Clarity Wealth Management
Illinois
$306K +$291K +9,817 New
MOS
163
MGO One Seven
Ohio
$299K +$284K +9,583 New
CAL
164
Capital Analysts LLC
Pennsylvania
$298K -$6.31K -213 -2%
NWMG
165
National Wealth Management Group
Ohio
$297K -$1.48K -50 -0.5%
CWS
166
Confluence Wealth Services
Pennsylvania
$297K +$282K +9,526 New
SRCM
167
Signature Resources Capital Management
California
$296K – – –
IAG
168
Investmark Advisory Group
Connecticut
$289K +$30 +1 +0%
HAM
169
Harmony Asset Management
Arizona
$273K +$259K +8,750 New
H
170
HoyleCohen
California
$268K – – –
AWA
171
Arkadios Wealth Advisors
Georgia
$266K – – –
HGERS
172
Householder Group Estate & Retirement Specialist
Arizona
$264K – – –
DA
173
Detalus Advisors
Missouri
$262K – – –
VWA
174
Visionary Wealth Advisors
Illinois
$259K +$7.41K +250 +3%
WIA
175
World Investment Advisors
California
$246K +$228K +7,688 New
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