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Capital Group Core Equity ETF
CGUS

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
201
First Heartland Consultants
Missouri
$686K -$716K -21,023 -53%
HF
202
HRT Financial
New York
$680K +$13.7K +403 +2%
FIM
203
Freedom Investment Management
Connecticut
$679K +$231K +6,780 +58%
STA
204
Smith Thornton Advisors
Alabama
$679K +$34 +1 +0%
MWM
205
Mascagni Wealth Management
Mississippi
$677K -$264K -7,753 -30%
RIL
206
Rothschild Investment LLC
Illinois
$670K +$42.6K +1,251 +7%
AG
207
Ascent Group
Virginia
$639K -$17.5K -513 -3%
AF
208
Advisornet Financial
Minnesota
$636K +$147K +4,321 +34%
EA
209
Everpar Advisors
Oklahoma
$622K -$1.02K -30 -0.2%
PA
210
Procyon Advisors
Connecticut
$618K +$1.36K +40 +0.2%
HAIM
211
Hunter Associates Investment Management
Pennsylvania
$603K – – –
TSWM
212
Tyler-Stone Wealth Management
Ohio
$601K +$74.1K +2,175 +15%
FA
213
Faithward Advisors
Pennsylvania
$593K – – –
TA
214
TKG Advisors
Indiana
$589K +$67.7K +1,986 +14%
IAIM
215
International Assets Investment Management
Florida
$588K +$218K +6,398 +67%
HFA
216
High Falls Advisors
New York
$586K +$28.9K +849 +6%
WCM
217
Wellington Capital Management
Maryland
$585K +$245K +7,201 New
HP
218
Holistic Planning
Texas
$579K +$168K +4,940 +46%
HIM
219
Hanlon Investment Management
New Jersey
$579K +$9.4K +276 +2%
VWA
220
Visionary Wealth Advisors
Illinois
$575K +$18.5K +542 +4%
CL
221
CVFG LLC
Indiana
$560K +$51.8K +1,521 +11%
VC
222
Vicus Capital
Pennsylvania
$552K +$206K +6,055 +68%
SWM
223
Silverlake Wealth Management
Vermont
$540K -$1.09K -32 -0.2%
FLPIM
224
F.L. Putnam Investment Management
Massachusetts
$528K -$865K -25,385 -64%
HPC
225
Hobart Private Capital
North Carolina
$528K +$21.7K +637 +5%
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9
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