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icono de CGSD

Capital Group Short Duration Income ETF
CGSD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Private Trust Company
151
Private Trust Company
Ohio
USD 275 k – – –
Diversify Wealth Management
152
Diversify Wealth Management
Utah
USD 274 k -USD 48.2 k -1,867 -15%
Diversify Advisory Services
153
Diversify Advisory Services
Utah
USD 274 k +USD 275 k +10,663 Nuevas
Kercheville Advisors
154
Kercheville Advisors
Texas
USD 273 k +USD 10.3 k +400 +4%
OneAscent Financial Services
155
OneAscent Financial Services
Alabama
USD 251 k -USD 17.2 k -666 -6%
FFA
156
Florida Financial Advisors
Florida
USD 250 k +USD 251 k +9,723 Nuevas
Wealthcare Advisory Partners
157
Wealthcare Advisory Partners
Pennsylvania
USD 245 k -USD 204 k -7,907 -45%
ProCore Advisors
158
ProCore Advisors
California
USD 237 k -USD 17.6 k -680 -7%
Principal Securities
159
Principal Securities
Iowa
USD 231 k +USD 232 k +8,987 Nuevas
Hartmann Taylor Wealth Management
160
Hartmann Taylor Wealth Management
Texas
USD 231 k – – –
CVFG LLC
161
CVFG LLC
Indiana
USD 227 k +USD 19.2 k +742 +9%
Rhodes Investment Advisors
162
Rhodes Investment Advisors
Texas
USD 212 k – – –
Global Financial Private Client
163
Global Financial Private Client
Florida
USD 211 k – – –
Garrison Point Advisors
164
Garrison Point Advisors
California
USD 203 k +USD 203 k +7,880 Nuevas
Johnson Bixby & Associates
165
Johnson Bixby & Associates
Washington
USD 200 k – – –
Hazlett, Burt & Watson
166
Hazlett, Burt & Watson
West Virginia
USD 171 k +USD 6.4 k +248 +4%
Bare Financial Services
167
Bare Financial Services
Pennsylvania
USD 168 k – – –
Allworth Financial
168
Allworth Financial
California
USD 159 k +USD 491 +19 +0.3%
IFG Advisory
169
IFG Advisory
Georgia
USD 157 k +USD 158 k +6,105 Nuevas
Spire Wealth Management
170
Spire Wealth Management
Virginia
USD 133 k +USD 1.47 k +57 +1%
Smartleaf Asset Management
171
Smartleaf Asset Management
Massachusetts
USD 131 k – – –
Capital Investment Advisory Services
172
Capital Investment Advisory Services
North Carolina
USD 101 k +USD 30 k +1,160 +42%
Advisornet Financial
173
Advisornet Financial
Minnesota
USD 92.2 k +USD 57.4 k +2,223 +164%
AmeriFlex Group
174
AmeriFlex Group
Nevada
USD 81.8 k – – –
SIM
175
Synergy Investment Management
Florida
USD 74.6 k – – –
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