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Capital Group Core Equity ETF
CGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
Axxcess Wealth Management
California
$654K +$186K +5,619 +42%
KPWS
152
Kestra Private Wealth Services
Texas
$641K +$203K +6,138 +49%
STA
153
Smith Thornton Advisors
Alabama
$630K +$224K +6,766 +58%
TWM
154
Trueblood Wealth Management
Ohio
$621K +$174K +5,255 +41%
HAS
155
HBW Advisory Services
California
$619K +$161K +4,877 +37%
IWC
156
Integrated Wealth Concepts
Massachusetts
$613K +$130K +3,949 +28%
BFA
157
Bill Few Associates
Pennsylvania
$609K -$1.49K -45 -0.3%
LA
158
Lynch & Associates
Indiana
$594K +$72.5K +2,194 +15%
WIA
159
World Investment Advisors
California
$593K +$310K +9,398 +119%
RIL
160
Rothschild Investment LLC
Illinois
$579K – – –
AG
161
Ascent Group
Virginia
$570K +$3.3K +100 +0.6%
EA
162
Everpar Advisors
Oklahoma
$563K -$23.8K -720 -4%
HAIM
163
Hunter Associates Investment Management
Pennsylvania
$559K – – –
DFG
164
Delta Financial Group
New Jersey
$548K +$23.2K +702 +5%
WS
165
Wedbush Securities
California
$535K -$12.1K -367 -2%
TCWM
166
Total Clarity Wealth Management
Illinois
$532K +$96.8K +2,929 +23%
TA
167
TKG Advisors
Indiana
$518K -$18.3K -554 -4%
SPC
168
Sigma Planning Corp
Michigan
$506K -$2.5M -75,639 -84%
SWM
169
Silverlake Wealth Management
Vermont
$504K +$23.8K +719 +5%
GWP
170
Gateway Wealth Partners
Wisconsin
$490K +$182K +5,509 +63%
CCA
171
Cravens & Co Advisors
Tennessee
$485K +$5.75K +174 +1%
HAM
172
Harmony Asset Management
Arizona
$481K +$54.4K +1,647 +13%
FCM
173
Fourpath Capital Management
Oklahoma
$478K +$461K +13,948 New
RA
174
RFG Advisory
Alabama
$474K +$123K +3,722 +37%
GLA
175
Good Life Advisors
Pennsylvania
$474K +$456K +13,818 New
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