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Capital Group Core Balanced ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Brenda Bickle Adamsbrown Wealth Consultants LLC | 6,401 | $242,981.96 | $239,397.4 | -$3,584.56 | -1.48% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 41,808 | $1.41M | $1.56M | $153,140.93 | 10.86% |
 Marc H. Stone Tyler-Stone Wealth Management | 20,990 | $658,607.4 | $784,186.4 | $125,579 | 19.07% |
| EM Erin Mccann Simplicity Wealth LLC | 8,718 | $294,418.45 | $325,704.48 | $31,286.03 | 10.63% |
| PO Patrick O'Connell Security Financial Services Inc. | 57,539 | $1.97M | $2.15M | $186,306.08 | 9.47% |
| KB Kimberly Byrne Bill Few Associates Inc. | 10,531 | $368,243.41 | $393,438.16 | $25,194.75 | 6.84% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 316,985 | $10.48M | $11.85M | $1.37M | 13.08% |
| DW Darren Woolson Asset Allocation Strategies LLC | 56,599 | $1.96M | $2.12M | $159,101.29 | 8.13% |
 Christopher Warner WARNER FINANCIAL Inc. | 10,973 | $355,725.89 | $410,280.47 | $54,554.58 | 15.34% |
 Jim Clark Worth Asset Management LLC | 209,524 | $6.9M | $7.83M | $938,781.14 | 13.61% |
 Amanda Hawley Atria Wealth Solutions Inc. | 60,108 | $1.86M | $2.25M | $388,691.42 | 20.86% |
 Jeffrey Gilbert Balboa Wealth Partners | 16,625 | $558,863.4 | $622,972 | $64,108.6 | 11.47% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 165,049 | $5.44M | $6.18M | $741,675.72 | 13.63% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 14,226 | $437,552.42 | $533,261.61 | $95,709.19 | 21.87% |
 Daphne Jo Stasco Lantern Wealth Advisors LLC | 45,025 | $1.53M | $1.69M | $155,701.2 | 10.16% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 35,251 | $1.12M | $1.32M | $205,697.53 | 18.44% |
| RBL Robert B. LaRue Owen LaRue LLC | 15,800 | $494,066.44 | $591,947 | $97,880.56 | 19.81% |
 Jill Batley Gateway Wealth Partners LLC | 350,388 | $12.02M | $13.12M | $1.1M | 9.16% |
| PIL PFG Investments LLC PFG Investments LLC | 13,822 | $479,682.9 | $516,597.25 | $36,914.35 | 7.7% |
 Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 40,768 | $1.44M | $1.52M | $87,072.15 | 6.06% |
