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Capital Group Core Balanced ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 9,770 | $301,274.87 | $366,228.45 | $64,953.58 | 21.56% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 14,154 | $499,849.89 | $531,765.78 | $31,915.89 | 6.39% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 38,174 | $1.25M | $1.43M | $183,456.02 | 14.71% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 970,642 | $32.12M | $36.32M | $4.2M | 13.08% |
 Jeff Ameen Spire Wealth Management | 10,926 | $362,670.24 | $408,960.18 | $46,289.94 | 12.76% |
| AL Acas LLC Acas LLC | 127,742 | $3.88M | $4.78M | $895,715.85 | 23.07% |
 John P. Quinn Vermillion & White Wealth Management Group LLC | 7,801 | $245,941 | $291,796.4 | $45,855.4 | 18.64% |
| SL Shad Lamm Keystone Wealth Services LLC | 47,835 | $1.56M | $1.79M | $233,264.78 | 14.97% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 23,603 | $819,496.16 | $884,050.36 | $64,554.2 | 7.88% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 11,899 | $362,557.71 | $445,915.02 | $83,357.31 | 22.99% |
 Andrew Endelman Independent Wealth Network Inc. | 34,179 | $1.11M | $1.28M | $173,849.86 | 15.7% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,338 | $402,646.13 | $463,106.83 | $60,460.7 | 15.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 919 | $32,294.39 | $34,522.23 | $2,227.84 | 6.9% |
 Craig Kurth PCG Wealth Advisors LLC | 346,953 | $12.02M | $13.02M | $1M | 8.33% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 203,948 | $6.58M | $7.66M | $1.08M | 16.36% |
| DM David Mailloux WealthCare Investment Partners LLC | 146,172 | $5.16M | $5.49M | $326,694.42 | 6.33% |
| TC Timothy Carne SFG Wealth Management LLC | 23,420 | $813,063.65 | $879,772.3 | $66,708.65 | 8.2% |
 Lindsey Seagraves Carson Advisory Inc. | 45,656 | $1.53M | $1.72M | $186,505.68 | 12.2% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 532,357 | $17.44M | $19.91M | $2.47M | 14.18% |
| MC Morgan Christen Spinnaker Investment Group LLC | 13,596 | $457,643.6 | $510,053.94 | $52,410.34 | 11.45% |
