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Capital Group US Multi-Sector Income ETF
CGMS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Regatta Capital Group
26
Regatta Capital Group
California
USD 24.8 M +USD 1.93 M +70,304 +8%
BlueStem Wealth Partners
27
BlueStem Wealth Partners
Minnesota
USD 22.6 M +USD 3.7 M +134,546 +19%
TA
28
TrueWealth Advisors
Alabama
USD 21.8 M +USD 200 k +7,272 +0.9%
WAS
29
Winch Advisory Services
Wisconsin
USD 21.6 M +USD 309 k +11,246 +1%
&Partners
30
&Partners
Tennessee
USD 21.6 M +USD 6.01 M +218,539 +39%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
USD 21.2 M +USD 4.23 M +153,958 +25%
JDLA
32
J. Derek Lewis & Associates
California
USD 21 M +USD 1.79 M +65,080 +9%
CFG
33
Compton Financial Group
Maryland
USD 20.2 M +USD 12.7 M +461,468 +167%
Stephens Inc
34
Stephens Inc
Arkansas
USD 19.9 M +USD 717 k +26,086 +4%
Redhawk Wealth Advisors
35
Redhawk Wealth Advisors
Minnesota
USD 19 M -USD 396 k -14,404 -2%
EWA
36
EQ Wealth Advisors
Texas
USD 18.6 M +USD 1.12 M +40,913 +6%
EW
37
Entruity Wealth
California
USD 17.4 M +USD 6.66 M +242,335 +61%
Prospera Financial Services
38
Prospera Financial Services
Texas
USD 17.1 M +USD 486 k +17,679 +3%
NewEdge Advisors
39
NewEdge Advisors
Louisiana
USD 16.8 M +USD 2.14 M +77,877 +15%
Per Stirling Capital Management
40
Per Stirling Capital Management
Texas
USD 16.4 M +USD 2.45 M +89,111 +17%
Vicus Capital
41
Vicus Capital
Pennsylvania
USD 15.3 M +USD 1.76 M +64,133 +13%
Private Advisor Group
42
Private Advisor Group
New Jersey
USD 15.2 M -USD 5.88 M -213,894 -28%
KWB Wealth
43
KWB Wealth
California
USD 14.4 M +USD 4.65 M +169,146 +47%
CWA
44
Centennial Wealth Advisory
Michigan
USD 13.1 M +USD 679 k +24,712 +5%
MI
45
Markowski Investments
Florida
USD 12.9 M +USD 13 M +471,323 Nuevas
Smartleaf Asset Management
46
Smartleaf Asset Management
Massachusetts
USD 12.5 M – – –
Souders Financial Advisors
47
Souders Financial Advisors
Ohio
USD 12.1 M +USD 788 k +28,672 +7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
USD 11.6 M +USD 133 k +4,826 +1%
Onyx Bridge Wealth Group
49
Onyx Bridge Wealth Group
New York
USD 11.5 M -USD 177 k -6,434 -1%
BIP
50
Bouvel Investment Partners
Pennsylvania
USD 11.3 M +USD 5.2 M +189,151 +84%
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