CAPITAL GROUP NEW GEOGRAPHY

Ticker: CGNG CUSIP: 14021N105 Class: SHS

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LPL Financial LLC4,532,999$144,739
Capital Group Private Client Services, Inc.2,651,446$84,661
ENVESTNET ASSET MANAGEMENT INC2,557,197$81,651
RAYMOND JAMES FINANCIAL INC2,119,703$67,682
Cetera Investment Advisers2,118,041$67,629
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,736,735$55,454
Bank of New York Mellon Corp1,055,871$33,714
COMMONWEALTH EQUITY SERVICES, LLC909,211$29,031
OSAIC HOLDINGS, INC.801,988$25,610
WELLS FARGO & COMPANY/MN692,051$22,097
NewEdge Advisors, LLC657,916$21,007
CAPTRUST FINANCIAL ADVISORS630,281$20,125
ROYAL BANK OF CANADA608,790$19,439
BANK OF AMERICA CORP /DE/562,947$17,975
Waverly Advisors, LLC561,314$17,923
Merit Financial Group, LLC508,723$16,244
PETREDIS INVESTMENT ADVISORS LLC487,362$15,561
Johnson Bixby & Associates, LLC466,836$14,906
Garrett Wealth Advisory Group, LLC466,674$14,901
Cambridge Investment Research Advisors, Inc.458,420$15
Confluence Wealth Services, Inc.453,794$14,490
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC427,985$14,222
MML INVESTORS SERVICES, LLC364,110$11,626
Capital Analysts, LLC363,888$12
ASSETMARK, INC330,667$10,558
STEPHENS INC /AR/316,541$10,107
Private Advisor Group, LLC305,546$9,756
BENJAMIN EDWARDS INC291,549$9,309
SilverOak Wealth Management LLC281,216$8,979
Beacon Pointe Advisors, LLC279,944$8,939
Baird Financial Group, Inc.253,751$8,102
Concurrent Investment Advisors, LLC252,445$8,061
&PARTNERS251,092$8,013
STIFEL FINANCIAL CORP248,205$7,925
Janney Montgomery Scott LLC242,976$8
LINCOLN CAPITAL CORP231,396$7,388
JONES FINANCIAL COMPANIES LLLP219,619$7,012
Quadcap Wealth Management, LLC214,907$6,862
Armor Investment Advisors, LLC195,246$6,234
Aprio Wealth Management, LLC186,234$5,946
Brinker Capital Investments, LLC183,072$5,845
Souders Financial Advisors180,797$5,773
Ergawealth Advisors, Inc.165,051$5,270
National Wealth Management Group, LLC163,789$5,230
NewCorp Financial Services, Inc.133,464$4,262
PEAPACK GLADSTONE FINANCIAL CORP132,223$4
Stratos Wealth Partners, LTD.130,735$4,174
Vestmark Advisory Solutions, Inc.123,775$3,952
Strategic Blueprint, LLC118,464$3,783
Kingsview Wealth Management, LLC105,444$3,367
J. Derek Lewis & Associates Inc.105,281$3,362
Bleakley Financial Group, LLC103,408$3,302
Lantz Financial LLC94,046$3,003
CRA Financial Services, LLC91,123$2,910
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC86,388$2,763
Smartleaf Asset Management LLC86,344$2,767
Perennial Investment Advisors, LLC85,131$2,718
Armstrong, Fleming & Moore, Inc84,927$2,712
NATIONS FINANCIAL GROUP INC, /IA/ /ADV82,553$2,636
NavPoint Financial, Inc.80,368$2,566
First Heartland Consultants, Inc.73,693$2,353
HARBOUR INVESTMENTS, INC.70,637$2,255
Clear Creek Financial Management, LLC69,299$2,213
U.S. Capital Wealth Advisors, LLC68,714$2,194
CARY STREET PARTNERS FINANCIAL LLC64,481$2,059
Rockefeller Capital Management L.P.63,110$2,015
Selby Wealth Management, LLC62,647$2,000
McNamara Financial Services, Inc.59,236$1,891
CULLEN/FROST BANKERS, INC.58,544$1,869
NATIXIS ADVISORS, L.P.56,924$2
Steward Partners Investment Advisory, LLC53,644$1,713
Boyer Financial Services, Inc.53,436$1,741
TRUIST FINANCIAL CORP52,484$1,676
Acorn Wealth Advisors, LLC51,343$1,639
LongView Wealth Management50,896$1,707
Envestnet Portfolio Solutions, Inc.50,586$1,615
Beta Wealth Group, Inc.50,497$1,612
Pines Wealth Management, LLC46,406$1,482
Mendel Money Management45,329$1,447
Stablepoint Partners, LLC44,869$1,433
Stonebridge Financial Group, LLC44,452$1,419
Cornell Pochily Investment Advisors, Inc.44,089$1,408
Western Wealth Management, LLC42,464$1,356
Claro Advisors Inc.41,685$1,331
FOUNDERS FINANCIAL SECURITIES LLC41,403$1,322
PRINCIPAL SECURITIES, INC.41,283$1,318
Capital International Investors40,883$1,305
BFSG, LLC38,621$1,233
AI Financial Services LLC36,732$1,173
Equitable Holdings, Inc.34,636$1,106
Advisory Services Network, LLC34,178$1,091
Mariner, LLC32,865$1,049
Merited Wealth, LLC31,776$1,015
Dynamic Advisor Solutions LLC31,573$1,008
Integrated Wealth Concepts LLC31,385$1,002
Valmark Advisers, Inc.30,914$987
IFG Advisory, LLC29,899$955
Venture Visionary Partners LLC29,133$930
Main Street Financial Solutions, LLC28,494$910
EQ WEALTH ADVISORS, LLC28,313$904
88 other institutions898,848$27,024
Total (188 institutions)35,392,400$1,089,076