CGBL Stock — Capital Group Core Balanced ETF: Holdings

Institution	Added	Now Holds
Mega WELLS FARGO & COMPANY/MN	+2,506,843	10,140,759
Mega RAYMOND JAMES FINANCIAL INC	+1,953,795	5,674,737
Large OSAIC HOLDINGS, INC.	+779,204	3,585,680
Large Cetera Investment Advisers	+770,603	4,819,328
Small Compton Financial Group, LLC	+725,203	1,268,449

Institution	Sold	Now Holds
Large Mariner, LLC	−425,311	57,401
Micro Merited Wealth, LLC	−102,625	52,703
Mega AMERIPRISE FINANCIAL INC	−25,296	95,389
Mid VestGen Advisors, LLC	−3,566	38,648
Micro Michael Brady & Co., LLC	−1,410	161,496

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	491,913	$18,673,017
Mid WCG Wealth Advisors LLC	99,121	$3,762,633
Mid Waverly Advisors, LLC	98,234	$3,728,962
Large RENAISSANCE TECHNOLOGIES LLC	97,000	$3,682,120
Small WILLIAM JOHN SEMPOLINSKI	54,730	$2,077,550

Institution	Previously Held	Last Value (USD)
Mega LPL Financial LLC	14,908,799	$513,011,773
Mega ENVESTNET ASSET MANAGEMENT INC	8,244,288	$283,685,950
Micro Forge Financial Services LLC	3,765,044	$129,555,164
Large COMMONWEALTH EQUITY SERVICES, LLC	3,242,044	$111,558,734
Large Cambridge Investment Research Advisors, Inc.	2,295,214	$78,978,313

Advance Capital Management, Inc.

$457,087,937

19.95%

12,041,305

WELLS FARGO & COMPANY/MN

$384,943,210

16.80%

10,140,759

MORGAN STANLEY

$233,593,159

10.20%

6,153,666

RAYMOND JAMES FINANCIAL INC

$215,413,015

9.40%

5,674,737

Cetera Investment Advisers

$182,941,690

7.98%

4,819,328

OSAIC HOLDINGS, INC.

$136,112,411

5.94%

3,585,680

ROYAL BANK OF CANADA

$95,633,309

4.17%

2,519,318

JONES FINANCIAL COMPANIES LLLP

$90,504,421

3.95%

2,384,205

STIFEL FINANCIAL CORP

$59,398,441

2.59%

1,564,764

Compton Financial Group, LLC

$48,150,324

2.10%

1,268,449

HARBOUR INVESTMENTS, INC.

$38,561,590

1.68%

1,015,848

&PARTNERS

$38,159,783

1.67%

1,005,263

NewEdge Advisors, LLC

$18,673,017

0.82%

491,913

Integrated Wealth Concepts LLC

$18,006,363

0.79%

474,351

Smartleaf Asset Management LLC

$16,197,038

0.71%

426,687

Betterment LLC

$16,042,389

0.70%

422,613

Capital Group Private Client Services, Inc.

$15,966,811

0.70%

420,622

BANK OF AMERICA CORP /DE/

$15,029,995

0.66%

395,943

World Investment Advisors

$14,925,644

0.65%

393,194

UBS Group AG

$12,660,950

0.55%

333,534

SMITH, MOORE & CO.

$12,407,263

0.54%

326,851

Stratos Wealth Partners, LTD.

$12,170,545

0.53%

320,615

Hopwood Nicholas Hunter

$10,957,685

0.48%

288,664

Advisory Services Network, LLC

$8,585,602

0.37%

226,175

ENDEAVOR PRIVATE WEALTH, INC.

$8,072,042

0.35%

212,646

KINTRA WEALTH, LLC

$7,620,583

0.33%

200,753

Rockefeller Capital Management L.P.

$6,362,284

0.28%

167,605

CVFG LLC

$6,262,678

0.27%

164,981

Mutual Advisors, LLC

$6,252,315

0.27%

164,708

Michael Brady & Co., LLC

$6,130,388

0.27%

161,496

THOROUGHBRED FINANCIAL SERVICES, LLC

$5,849,408

0.26%

154,094

Ameritas Advisory Services, LLC

$5,686,370

0.25%

149,799

Steward Partners Investment Advisory, LLC

$5,670,730

0.25%

149,387

CAPTRUST FINANCIAL ADVISORS

$5,442,628

0.24%

143,378

JPMORGAN CHASE & CO

$5,394,723

0.24%

142,116

Vestmark Advisory Solutions, Inc.

$4,559,717

0.20%

120,119

Stratos Wealth Advisors, LLC

$4,191,011

0.18%

110,406

Blueprint Financial Advisors LLC

$3,826,254

0.17%

100,797

WCG Wealth Advisors LLC

$3,762,633

0.16%

99,121

Waverly Advisors, LLC

$3,728,962

0.16%

98,234

RENAISSANCE TECHNOLOGIES LLC

$3,682,120

0.16%

97,000

AMERIPRISE FINANCIAL INC

$3,620,966

0.16%

95,389

J HAGAN CAPITAL, INC.

$3,409,832

0.15%

89,827

Ausdal Financial Partners, Inc.

$2,625,844

0.11%

69,174

Mariner, LLC

$2,178,941

0.10%

57,401

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$2,172,071

0.09%

57,220

WILLIAM JOHN SEMPOLINSKI

$2,077,550

0.09%

54,730

Merited Wealth, LLC

$2,000,605

0.09%

52,703

Carson Advisory Inc.

$1,936,415

0.08%

51,012

Western Wealth Management, LLC

$1,683,563

0.07%

44,351

GTS SECURITIES LLC

$1,643,326

0.07%

43,291

Sun Financial Inc

$1,545,958

0.07%

40,726

VestGen Advisors, LLC

$1,467,078

0.06%

38,648

LEIGH BALDWIN & CO., LLC

$1,378,517

0.06%

36,315

Baird Financial Group, Inc.

$1,325,980

0.06%

34,931

Synergy Investment Management, LLC

$1,207,887

0.05%

31,820

Visionary Wealth Advisors

$1,191,526

0.05%

31,389

Summit Financial, LLC

$1,140,584

0.05%

30,047

Advyzon Investment Management, LLC

$1,102,699

0.05%

29,049

IHT Wealth Management, LLC

$863,741

0.04%

22,754

Vise Technologies, Inc.

$794,275

0.03%

20,924

Regal Investment Advisors LLC

$789,719

0.03%

20,804

Focus Partners Wealth

$759,086

0.03%

19,997

OneAscent Financial Services LLC

$602,311

0.03%

15,867

44 WEALTH MANAGEMENT LLC

$561,997

0.02%

14,805

NICOLET BANKSHARES INC

$545,826

0.02%

14,379

NATIXIS ADVISORS, LLC

$539,943

0.02%

14,224

AQR CAPITAL MANAGEMENT LLC

$492,682

0.02%

12,979

MSH Capital Advisors LLC

$490,139

0.02%

12,912

Modern Wealth Management, LLC

$471,577

0.02%

12,423

AMERIFLEX GROUP, INC.

$465,655

0.02%

12,267

Medallion Wealth Advisors, LLC

$449,826

0.02%

11,850

SWEENEY & MICHEL, LLC

$406,399

0.02%

10,706

MAGNOLIA CAPITAL ADVISORS LLC

$405,564

0.02%

10,684

Sanctuary Advisors, LLC

$393,189

0.02%

10,358

Hilltop Holdings Inc.

$368,212

0.02%

9,700

Snowden Capital Advisors LLC

$355,950

0.02%

9,377

IFG Advisory, LLC

$343,120

0.01%

9,039

Capital International Investors

$303,717

0.01%

8,001

PEAPACK GLADSTONE FINANCIAL CORP

$288,306

0.01%

7,595

Creative Planning

$276,386

0.01%

7,281

Wealthspire Retirement, LLC

$269,060

0.01%

7,088

Hobbs Group Advisors, LLC

$263,062

0.01%

6,930

Colonial Trust Co / SC

$235,769

0.01%

6,211

CreativeOne Wealth, LLC

$216,637

0.01%

5,707

Atlanta Consulting Group Advisors, LLC

$200,125

0.01%

5,272

Cascades Capital Asset Management, LLC

$109,552

0.00%

2,886

MARK SHEPTOFF FINANCIAL PLANNING, LLC

$105,984

0.00%

2,792

Godfrey Financial Associates, Inc.

$92,584

0.00%

2,439

Larson Financial Group LLC

$64,532

0.00%

1,700

US BANCORP \DE\

$57,319

0.00%

1,510

MCGUIRE CAPITAL ADVISORS INC

$55,193

0.00%

1,454

Allworth Financial LP

$51,321

0.00%

1,352

FMR LLC

$33,252

0.00%

876

MPWM ADVISORY SOLUTIONS, LLC

$17,993

0.00%

474

ACTION POINT FINANCIAL PLANNING, LLC

$12,867

0.00%

339

MERCER GLOBAL ADVISORS INC /ADV

$5,959

0.00%

157

LPL Financial LLC

$513,011,773

22.39%

14,908,799

ENVESTNET ASSET MANAGEMENT INC

$283,685,950

12.38%

8,244,288

Forge Financial Services LLC

$129,555,164

5.65%

3,765,044

COMMONWEALTH EQUITY SERVICES, LLC

$111,558,734

4.87%

3,242,044

Cambridge Investment Research Advisors, Inc.

$78,978,313

3.45%

2,295,214

CWM, LLC

$76,722,979

3.35%

2,229,671

Aprio Wealth Management, LLC

$65,645,780

2.87%

1,907,753

Kestra Advisory Services, LLC

$54,145,924

2.36%

1,573,552

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$46,414,651

2.03%

1,348,871

Janney Montgomery Scott LLC

$46,188,233

2.02%

1,342,291

J. Derek Lewis & Associates Inc.

$42,563,105

1.86%

1,236,940

MML INVESTORS SERVICES, LLC

$36,127,231

1.58%

1,049,905

BENJAMIN EDWARDS INC

$32,411,880

1.41%

941,932

ST GERMAIN D J CO INC

$23,963,124

1.05%

696,400

KWB Wealth

$23,086,391

1.01%

670,921

Private Advisor Group, LLC

$20,337,720

0.89%

591,041

Concurrent Investment Advisors, LLC

$19,713,763

0.86%

572,908

GREAT VALLEY ADVISOR GROUP, INC.

$19,370,730

0.85%

562,939

Greenbush Financial Group, LLC

$18,968,202

0.83%

551,241

Confluence Wealth Services, Inc.

$18,318,404

0.80%

532,357

FLAGSHIP HARBOR ADVISORS, LLC

$17,786,941

0.78%

516,912

KESTRA PRIVATE WEALTH SERVICES, LLC

$16,577,017

0.72%

481,750

Mesirow Financial Investment Management, Inc.

$15,118,102

0.66%

439,352

D.A. DAVIDSON & CO.

$12,137,301

0.53%

352,726

Gateway Wealth Partners, LLC

$12,056,851

0.53%

350,388

Apollon Wealth Management, LLC

$11,958,163

0.52%

347,520

PCG Wealth Advisors, LLC

$11,938,652

0.52%

346,953

B. Riley Wealth Advisors, Inc.

$11,847,294

0.52%

344,298

CARY STREET PARTNERS FINANCIAL LLC

$11,823,757

0.52%

343,614

JANE STREET GROUP, LLC

$11,319,238

0.49%

328,952

IFP Advisors, Inc

$11,315,694

0.49%

328,849

Hartmann Taylor Wealth Management, LLC

$11,223,681

0.49%

326,175

Johnson Bixby & Associates, LLC

$11,123,789

0.49%

323,272

High Net Worth Advisory Group LLC

$10,907,453

0.48%

316,985

Base Wealth Management LLC

$10,848,062

0.47%

315,259

Quantum Financial Planning Services, Inc.

$10,763,275

0.47%

312,795

ASSETMARK, INC

$10,688,503

0.47%

310,622

Capital Management Associates, Inc

$10,300,839

0.45%

299,356

Boyer Financial Services, Inc.

$10,080,203

0.44%

292,944

Clarity Wealth Advisors, LLC

$10,059,453

0.44%

292,341

Merit Financial Group, LLC

$9,992,595

0.44%

290,398

Geneos Wealth Management Inc.

$9,647,187

0.42%

280,360

FOUNDERS FINANCIAL SECURITIES LLC

$9,583,942

0.42%

278,522

LongView Wealth Management

$9,095,698

0.40%

264,333

Cullen/Frost Bankers, Inc.

$8,940,853

0.39%

259,833

AdvisorNet Financial, Inc

$8,317,378

0.36%

241,714

SEAMOUNT FINANCIAL GROUP INC

$8,303,855

0.36%

241,321

Venture Visionary Partners LLC

$8,179,291

0.36%

237,701

HighTower Advisors, LLC

$7,811,861

0.34%

227,023

CITADEL ADVISORS LLC

$7,656,569

0.33%

222,510

Essex Financial Services, Inc.

$7,476,467

0.33%

217,276

Independent Advisor Alliance

$7,451,279

0.33%

216,544

CLG LLC

$7,034,780

0.31%

204,440

Patriot Financial Group Insurance Agency, LLC

$6,968,782

0.30%

202,522

Worth Asset Management, LLC

$6,755,508

0.29%

196,324

Equitable Holdings, Inc.

$6,397,610

0.28%

185,923

Westside Investment Management, Inc.

$6,178,831

0.27%

179,565

Tempus Wealth Planning, LLC

$5,987,202

0.26%

173,996

TRUIST FINANCIAL CORP

$5,891,473

0.26%

171,214

Kingsview Wealth Management, LLC

$5,867,145

0.26%

170,507

Prospera Financial Services Inc

$5,739,415

0.25%

166,795

Bleakley Financial Group, LLC

$5,679,336

0.25%

165,049

SAGESPRING WEALTH PARTNERS, LLC

$5,645,476

0.25%

164,065

Clear Creek Financial Management, LLC

$5,630,508

0.25%

163,630

Valmark Advisers, Inc.

$5,367,443

0.23%

155,985

Integrity Advisory Solutions, LLC

$5,085,832

0.22%

147,801

WealthCare Investment Partners, LLC

$5,029,778

0.22%

146,172

First Heartland Consultants, Inc.

$5,024,032

0.22%

146,005

Sunbelt Securities, Inc.

$4,904,354

0.21%

142,527

Sigma Planning Corp

$4,871,251

0.21%

141,565

Envestnet Portfolio Solutions, Inc.

$4,790,422

0.21%

139,216

AA Financial Advisors, LLC

$4,689,738

0.20%

136,290

Koshinski Asset Management, Inc.

$4,684,198

0.20%

136,129

Gerber Kawasaki Wealth & Investment Management

$4,667,991

0.20%

135,658

PFG Advisors

$4,509,086

0.20%

131,040

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

$4,470,650

0.20%

129,923

Challenger Wealth Management

$4,277,025

0.19%

124,296

DAVENPORT & Co LLC

$4,228,954

0.18%

122,899

Onyx Bridge Wealth Group LLC

$4,215,500

0.18%

122,508

CENTAURUS FINANCIAL, INC.

$4,163,816

0.18%

121,006

CWS Financial Advisors, LLC

$4,161,992

0.18%

120,953

Taylor Financial Group, Inc.

$3,990,630

0.17%

115,973

VVR Holdings LLC

$3,861,731

0.17%

112,227

Cassady Wealth & Retirement Planning, LLC

$3,699,832

0.16%

107,522

HighPoint Advisor Group LLC

$3,560,299

0.16%

103,467

StrongBox Wealth, LLC

$3,375,861

0.15%

98,107

FIFTH THIRD BANCORP

$3,340,453

0.15%

97,078

Blueprint Investment Partners LLC

$3,320,461

0.14%

96,497

Continuum Advisory, LLC

$3,235,572

0.14%

94,030

WNY Asset Management, LLC

$3,214,031

0.14%

93,404

RFG Advisory, LLC

$3,058,636

0.13%

88,888

Sovran Advisors, LLC

$3,019,752

0.13%

87,758

DAHRING | CUSMANO LLC

$3,001,515

0.13%

87,228

Mascagni Wealth Management, Inc.

$2,715,086

0.12%

78,904

Burford Brothers, Inc.

$2,457,527

0.11%

71,419

STEPHENS INC /AR/

$2,033,631

0.09%

59,100

Security Financial Services, INC.

$1,979,916

0.09%

57,539

Creekside Partners

$1,978,884

0.09%

57,509

Asset Allocation Strategies LLC

$1,947,571

0.09%

56,599

MGO ONE SEVEN LLC

$1,939,760

0.08%

56,372

Capital Analysts, LLC

$1,887,491

0.08%

54,853

EverSource Wealth Advisors, LLC

$1,759,899

0.08%

51,145

Bare Financial Services, Inc

$1,756,699

0.08%

51,052

NWF Advisory Services Inc.

$1,754,462

0.08%

50,987

HBW ADVISORY SERVICES LLC

$1,738,255

0.08%

50,516

Keystone Wealth Services, LLC

$1,646,002

0.07%

47,835

Keystone Financial Group

$1,625,149

0.07%

47,229

CCG WEALTH MANAGEMENT, LLC

$1,581,586

0.07%

45,963

VICUS CAPITAL

$1,560,872

0.07%

45,361

Lantern Wealth Advisors, LLC

$1,549,310

0.07%

45,025

Bank of New York Mellon Corp

$1,528,904

0.07%

44,432

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

$1,488,060

0.06%

43,245

Smith Thornton Advisors LLC

$1,479,148

0.06%

42,986

INDEPENDENT FINANCIAL GROUP, LLC

$1,422,991

0.06%

41,354

United Advisor Group, LLC

$1,409,330

0.06%

40,957

TITLEIST ASSET MANAGEMENT, LLC

$1,402,826

0.06%

40,768

ASHTON THOMAS SECURITIES, LLC

$1,313,567

0.06%

38,174

Advisor OS, LLC

$1,233,667

0.05%

35,852

Beacon Financial Advisory LLC

$1,216,772

0.05%

35,361

RIA Advisory Group LLC

$1,212,986

0.05%

35,251

Independent Wealth Network Inc.

$1,176,099

0.05%

34,179

Nautilus Advisors LLC

$1,175,170

0.05%

34,152

Wisconsin Wealth Advisors, LLC

$1,154,765

0.05%

33,559

Englebert Financial Advisers, LLC

$1,142,824

0.05%

33,212

Brookwood Investment Group LLC

$1,141,173

0.05%

33,164

Richmond Investment Services, LLC

$1,121,387

0.05%

32,589

CERTIOR FINANCIAL GROUP, LLC

$1,103,356

0.05%

32,065

Capital Investment Advisory Services, LLC

$1,048,610

0.05%

30,474

Dakota Wealth Management

$1,043,311

0.05%

30,320

Williams & Novak, LLC

$1,011,860

0.04%

29,406

Latitude Advisors, LLC

$971,291

0.04%

28,227

Northwest Financial Advisors

$908,768

0.04%

26,410

Lantz Financial LLC

$875,872

0.04%

25,454

KILEY JUERGENS WEALTH MANAGEMENT, LLC

$856,636

0.04%

24,895

Farther Finance Advisors, LLC

$854,916

0.04%

24,845

PRIVATE TRUST CO NA

$847,449

0.04%

24,628

KINGSWOOD WEALTH ADVISORS, LLC

$841,565

0.04%

24,457

tru Independence LLC

$833,651

0.04%

24,227

Focus Partners Advisor Solutions, LLC

$812,179

0.04%

23,603

ROTHSCHILD INVESTMENT LLC

$807,086

0.04%

23,455

SFG Wealth Management, LLC.

$805,882

0.04%

23,420

DIVERSIFY WEALTH MANAGEMENT, LLC

$749,105

0.03%

21,770

Bridgewealth Advisory Group, LLC

$746,628

0.03%

21,698

Accel Wealth Management

$731,315

0.03%

21,253

KPP Advisory Services LLC

$721,956

0.03%

20,981

UHLMANN PRICE SECURITIES, LLC

$719,134

0.03%

20,899

Strategic Blueprint, LLC

$718,205

0.03%

20,872

Walkner Condon Financial Advisors LLC

$705,989

0.03%

20,517

Pines Wealth Management, LLC

$702,583

0.03%

20,418

Colonial River Investments, LLC

$698,316

0.03%

20,294

Armstrong, Fleming & Moore, Inc

$660,121

0.03%

19,184

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

$655,682

0.03%

19,055

LEVEL FOUR ADVISORY SERVICES, LLC

$630,047

0.03%

18,310

Strategic Financial Concepts, LLC

$626,709

0.03%

18,213

Advisor Resource Council

$618,450

0.03%

17,973

ADVISORTRUST PARTNERS, LLC

$606,235

0.03%

17,618

Tudor Financial Inc.

$592,712

0.03%

17,225

Atria Investments, Inc

$591,817

0.03%

17,199

Balboa Wealth Partners

$572,066

0.02%

16,625

Prepared Retirement Institute LLC

$561,777

0.02%

16,326

Summit Global Investments

$555,687

0.02%

16,149

Owen LaRue, LLC

$543,678

0.02%

15,800

SILVER OAK SECURITIES, INCORPORATED

$538,963

0.02%

15,663

Arax Advisory Partners

$522,481

0.02%

15,184

McNamara Financial Services, Inc.

$518,042

0.02%

15,055

Coastal Bridge Advisors, LLC

$513,913

0.02%

14,935

Souders Financial Advisors

$503,555

0.02%

14,634

FINANCIAL MANAGEMENT NETWORK INC

$500,218

0.02%

14,537

Lodestone Wealth Management LLC

$489,516

0.02%

14,226

RICHARDS, MERRILL & PETERSON, INC.

$487,039

0.02%

14,154

OakTrust Wealth Advisors, LLC

$483,391

0.02%

14,048

PFG Investments, LLC

$475,615

0.02%

13,822

Spinnaker Investment Group, LLC

$467,838

0.02%

13,596

Mayflower Financial Advisors, LLC

$459,167

0.02%

13,344

HUB Investment Partners, LLC

$436,731

0.02%

12,692

Duncan Williams Asset Management, LLC

$432,258

0.02%

12,562

Southland Equity Partners LLC

$423,449

0.02%

12,306

INTEGRITY ALLIANCE, LLC.

$422,520

0.02%

12,279

TD Waterhouse Canada Inc.

$420,318

0.02%

12,215

Jacobi Capital Management LLC

$418,494

0.02%

12,162

Stonebridge Financial Group, LLC / MO

$396,093

0.02%

11,511

WARNER FINANCIAL, INC

$376,548

0.02%

10,943

Spire Wealth Management

$375,963

0.02%

10,926

TCFG WEALTH MANAGEMENT, LLC

$373,967

0.02%

10,868

TCFG Investment Advisors, LLC

$373,967

0.02%

10,868

Transcendent Capital Group LLC

$372,866

0.02%

10,836

Birchwood Financial Partners, Inc.

$370,595

0.02%

10,770

Parsonex Advisory Services, Inc.

$367,567

0.02%

10,682

Intrua Financial, LLC

$349,502

0.02%

10,157

Focus Financial Network, Inc.

$339,867

0.01%

9,877

Kovack Advisors, Inc.

$329,613

0.01%

9,579

Financial Perspectives, Inc

$322,284

0.01%

9,366

PERRYMAN FINANCIAL ADVISORY INC /AD

$310,206

0.01%

9,015

Vermillion & White Wealth Management Group, LLC

$308,313

0.01%

8,960

Bill Few Associates, Inc.

$305,457

0.01%

8,877

Tennessee Valley Asset Management Partners

$303,874

0.01%

8,831

Prime Capital Investment Advisors, LLC

$303,874

0.01%

8,831

Simplicity Wealth,LLC

$299,986

0.01%

8,718

OPPENHEIMER & CO INC

$278,961

0.01%

8,107

Johnson Financial Group, LLC

$270,118

0.01%

7,850

Virtus Wealth Solutions LLC

$265,645

0.01%

7,720

VERUS CAPITAL PARTNERS, LLC

$257,696

0.01%

7,489

A&I FINANCIAL SERVICES, LLC

$247,270

0.01%

7,186

Dynamic Advisor Solutions LLC

$247,029

0.01%

7,179

U.S. Capital Wealth Advisors, LLC

$234,848

0.01%

6,825

Claro Advisors Inc.

$231,407

0.01%

6,725

Gladstone Institutional Advisory LLC

$230,994

0.01%

6,713

Sowell Financial Services LLC

$230,787

0.01%

6,707

Hobart Private Capital, LLC

$230,547

0.01%

6,700

NWAM LLC

$229,789

0.01%

6,678

Belpointe Asset Management LLC

$225,626

0.01%

6,557

M.E. ALLISON & CO., INC.

$224,869

0.01%

6,535

January Capital Advisors LLC

$224,456

0.01%

6,523

Wealth Management Associates, Inc.

$222,288

0.01%

6,460

Nicholson Wealth Management Group, LLC

$219,948

0.01%

6,392

HARMONY ASSET MANAGEMENT LLC

$217,918

0.01%

6,333

Alliance Wealth Advisors, LLC

$215,888

0.01%

6,274

WEDBUSH SECURITIES INC

$209,522

0.01%

6,089

PRIVATE CLIENT SERVICES, LLC

$209,350

0.01%

6,084

DELTA ASSET MANAGEMENT LLC/TN

$204,533

0.01%

5,944

J.W. COLE ADVISORS, INC.

$202,812

0.01%

5,894

Lincoln Capital LLC

$201,986

0.01%

5,870

One Day In July LLC

$201,780

0.01%

5,864

CREATIVE FINANCIAL DESIGNS INC /ADV

$137,846

0.01%

4,006

Strategic Investment Solutions, Inc. /IL

$118,267

0.01%

3,437

Opal Wealth Advisors, LLC

$86,575

0.00%

2,516

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$83,650

0.00%

2,431

BlackRock, Inc.

$68,820

0.00%

2,000

ARVEST INVESTMENTS, INC.

$60,733

0.00%

1,765

Rossby Financial, LCC

$47,623

0.00%

1,384

Anchor Investment Management, LLC

$43,012

0.00%

1,250

CoreCap Advisors, LLC

$42,049

0.00%

1,222

Financial Gravity Asset Management, Inc.

$39,468

0.00%

1,147

BOKF, NA

$20,818

0.00%

605

BAYBAN

$20,783

0.00%

604

N.E.W. Advisory Services LLC

$10,632

0.00%

309

CENTRAL TRUST Co

$10,598

0.00%

308

NBC SECURITIES, INC.

$9,738

0.00%

283

FINANCIAL CONSULATE, INC

$5,436

0.00%

158

Legacy Wealth Managment, LLC/ID

$4,782

0.00%

139

CGBL · Capital Group Core Balanced ETF

Institutional Ownership Trend

Holder Concentration

Quarterly Activity

Top Buyers

Top Sellers

Top New Positions

Top Sold-Out Positions