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Capital Group Short Duration Municipal Income ETF
CGSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cottonwood Capital Advisors
51
Cottonwood Capital Advisors
Utah
USD 2.04 M +USD 58.9 k +2,236 +3%
Stifel Financial
52
Stifel Financial
Missouri
USD 2.02 M +USD 979 k +37,138 +94%
Petredis Investment Advisors
53
Petredis Investment Advisors
Pennsylvania
USD 2.02 M +USD 1.02 M +38,670 +102%
Transamerica Financial Advisors
54
Transamerica Financial Advisors
Florida
USD 1.96 M -USD 344 k -13,036 -15%
Simplicity Wealth
55
Simplicity Wealth
New Jersey
USD 1.95 M +USD 179 k +6,809 +10%
MBM Wealth Consultants
56
MBM Wealth Consultants
Missouri
USD 1.94 M +USD 1.94 M +73,473 Nuevas
PUREfi Wealth
57
PUREfi Wealth
Massachusetts
USD 1.8 M +USD 3.9 k +148 +0.2%
Sard Wealth Management Group
58
Sard Wealth Management Group
Georgia
USD 1.77 M +USD 1.42 M +53,924 +408%
Armis Advisers
59
Armis Advisers
Georgia
USD 1.71 M +USD 283 k +10,731 +20%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
USD 1.58 M +USD 439 k +16,650 +38%
Smith Thornton Advisors
61
Smith Thornton Advisors
Alabama
USD 1.58 M – – –
UBS AM
62
UBS AM
Illinois
USD 1.55 M – – –
Tower Research Capital (TRC)
63
Tower Research Capital (TRC)
New York
USD 1.39 M +USD 1.38 M +52,507 Nuevas
EverSource Wealth Advisors
64
EverSource Wealth Advisors
Alabama
USD 1.34 M -USD 67.9 k -2,575 -5%
UHLMANN PRICE SECURITIES
65
UHLMANN PRICE SECURITIES
Illinois
USD 1.34 M +USD 747 k +28,346 +154%
JHP Wealth Management
66
JHP Wealth Management
Colorado
USD 1.3 M +USD 86.7 k +3,290 +7%
Lakeside Advisors
67
Lakeside Advisors
Washington
USD 1.19 M +USD 316 k +12,000 +36%
Burton Enright Welch
68
Burton Enright Welch
California
USD 1.16 M +USD 20.6 k +781 +2%
Stratos Wealth Partners
69
Stratos Wealth Partners
Ohio
USD 1.14 M +USD 362 k +13,738 +47%
Sunrise Financial Services
70
Sunrise Financial Services
Washington
USD 1.11 M +USD 169 k +6,406 +18%
Confluence Wealth Services
71
Confluence Wealth Services
Pennsylvania
USD 1.1 M +USD 150 k +5,689 +16%
Cerity Partners
72
Cerity Partners
New York
USD 1.1 M -USD 4.03 k -153 -0.4%
Greykasell Wealth Strategies
73
Greykasell Wealth Strategies
California
USD 1.09 M – – –
Aprio Wealth Management
74
Aprio Wealth Management
Georgia
USD 1 M – – –
Cullen/Frost Bankers
75
Cullen/Frost Bankers
Texas
USD 989 k +USD 184 k +6,971 +23%
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