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icono de CGSM

Capital Group Short Duration Municipal Income ETF
CGSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Steward Partners Investment Advisory
26
Steward Partners Investment Advisory
New York
USD 5 M -USD 52.7 k -2,000 -1%
Integrity Alliance
27
Integrity Alliance
Iowa
USD 4.99 M +USD 4.98 M +189,139 Nuevas
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
USD 4.75 M +USD 809 k +30,705 +21%
Hartmann Taylor Wealth Management
29
Hartmann Taylor Wealth Management
Texas
USD 4.1 M – – –
Apella Capital
30
Apella Capital
Connecticut
USD 4.03 M +USD 17.5 k +663 +0.4%
Benjamin Edwards Inc
31
Benjamin Edwards Inc
Missouri
USD 3.97 M +USD 14.8 k +561 +0.4%
Prospera Financial Services
32
Prospera Financial Services
Texas
USD 3.72 M +USD 3.05 M +115,824 +459%
Brinker Capital Investments
33
Brinker Capital Investments
Pennsylvania
USD 3.68 M +USD 422 k +16,023 +13%
AssetMark Inc
34
AssetMark Inc
California
USD 3.63 M +USD 391 k +14,855 +12%
Cannon Financial Strategists
35
Cannon Financial Strategists
Georgia
USD 3.61 M +USD 3.61 M +136,919 Nuevas
Baird Financial Group
36
Baird Financial Group
Wisconsin
USD 3.58 M +USD 958 k +36,369 +37%
Total Clarity Wealth Management
37
Total Clarity Wealth Management
Illinois
USD 3.56 M -USD 145 k -5,498 -4%
FWG Holdings
38
FWG Holdings
Florida
USD 3.46 M +USD 397 k +15,054 +13%
&Partners
39
&Partners
Tennessee
USD 3.2 M +USD 87.5 k +3,322 +3%
Keeler & Nadler Financial Planning & Wealth Management
40
Keeler & Nadler Financial Planning & Wealth Management
Ohio
USD 3.04 M +USD 452 k +17,140 +18%
NewEdge Advisors
41
NewEdge Advisors
Louisiana
USD 2.84 M +USD 922 k +35,000 +48%
Great Valley Advisor Group
42
Great Valley Advisor Group
Delaware
USD 2.64 M -USD 108 k -4,106 -4%
SEI Investments
43
SEI Investments
Pennsylvania
USD 2.64 M +USD 257 k +9,738 +11%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
USD 2.56 M +USD 175 k +6,629 +7%
Elequin Capital
45
Elequin Capital
New York
USD 2.52 M +USD 2.52 M +95,551 Nuevas
Betterment LLC
46
Betterment LLC
New York
USD 2.38 M +USD 202 k +7,675 +9%
Cauble & Harre Wealth Management
47
Cauble & Harre Wealth Management
Missouri
USD 2.26 M -USD 74.7 k -2,835 -3%
Tribridge Partners Financial
48
Tribridge Partners Financial
Maryland
USD 2.22 M +USD 100 k +3,806 +5%
Bank of America
49
Bank of America
North Carolina
USD 2.21 M +USD 2.21 M +83,692 Nuevas
Private Advisor Group
50
Private Advisor Group
New Jersey
USD 2.13 M -USD 2.8 M -106,346 -57%
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