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Capital Group Core Equity ETF
CGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
176
Smith Thornton Advisors
Alabama
$375K +$363K +11,616 New
HPC
177
Hobart Private Capital
North Carolina
$368K +$357K +11,426 New
HGERS
178
Householder Group Estate & Retirement Specialist
Arizona
$368K +$92.4K +2,960 +35%
RW
179
Rockport Wealth
Ohio
$364K -$530K -16,965 -60%
HA
180
HFG Advisors
Ohio
$362K +$94 +3 +0%
TI
181
tru Independence
Oregon
$359K +$9.59K +307 +3%
GSEP
182
Golden State Equity Partners
California
$356K +$345K +11,033 New
CA
183
CapWealth Advisors
Tennessee
$352K -$17.4K -556 -5%
CWS
184
Confluence Wealth Services
Pennsylvania
$345K +$36.2K +1,160 +12%
CWM
185
Cornerstone Wealth Management
Missouri
$338K -$1.22K -39 -0.4%
MOS
186
MGO One Seven
Ohio
$327K +$17.5K +560 +6%
RA
187
RFG Advisory
Alabama
$326K +$316K +10,111 New
IAG
188
Investmark Advisory Group
Connecticut
$325K +$24.9K +797 +9%
AO
189
Advisor OS
Illinois
$324K +$314K +10,040 New
OC
190
Oppenheimer & Co
New York
$320K -$330K -10,575 -52%
SG
191
StoneX Group
New York
$320K +$309K +9,892 New
AWA
192
Arkadios Wealth Advisors
Georgia
$312K +$35.2K +1,128 +13%
H
193
HoyleCohen
California
$304K +$26K +834 +10%
NWMG
194
National Wealth Management Group
Ohio
$302K -$5.15K -165 -2%
TFS
195
Thoroughbred Financial Services
Tennessee
$289K +$280K +8,961 New
GWP
196
Gateway Wealth Partners
Wisconsin
$283K +$274K +8,787 New
RK
197
Rather & Kittrell
Tennessee
$277K +$268K +8,598 New
VWA
198
Visionary Wealth Advisors
Illinois
$274K +$6.37K +204 +2%
PI
199
PFG Investments
New York
$273K +$264K +8,468 New
CAM
200
Cozad Asset Management
Illinois
$272K +$263K +8,436 New
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