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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
Equitable Holdings
101
Equitable Holdings
New York
USD 588 k +USD 177 k +6,725 +43%
World Investment Advisors
102
World Investment Advisors
California
USD 555 k – – –
Davenport & Co
103
Davenport & Co
Virginia
USD 545 k +USD 103 k +3,891 +23%
Richards, Merrill & Peterson
104
Richards, Merrill & Peterson
Washington
USD 539 k -USD 9.9 k -375 -2%
Perspective Wealth Advisors
105
Perspective Wealth Advisors
Colorado
USD 524 k +USD 523 k +19,857 Nuevas
Peterson Wealth Advisors
106
Peterson Wealth Advisors
Utah
USD 510 k -USD 43.5 k -1,649 -8%
Astoria Portfolio Advisors
107
Astoria Portfolio Advisors
New York
USD 507 k +USD 3.35 k +127 +0.7%
IFP Advisors
108
IFP Advisors
Florida
USD 489 k +USD 49.9 k +1,893 +11%
Northwest Financial Advisors
109
Northwest Financial Advisors
Virginia
USD 459 k +USD 458 k +17,389 Nuevas
BCS Wealth Management
110
BCS Wealth Management
Tennessee
USD 435 k +USD 20.9 k +793 +5%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
USD 421 k -USD 21.1 k -800 -5%
IAIM
112
International Assets Investment Management
Florida
USD 413 k -USD 1.5 k -57 -0.4%
Sugar Maple Asset Management
113
Sugar Maple Asset Management
Wisconsin
USD 403 k +USD 102 k +3,887 +34%
First Heartland Consultants
114
First Heartland Consultants
Missouri
USD 391 k +USD 15.8 k +600 +4%
Wood Tarver Financial Group
115
Wood Tarver Financial Group
Idaho
USD 379 k +USD 711 +27 +0.2%
Axxcess Wealth Management
116
Axxcess Wealth Management
California
USD 378 k +USD 1.98 k +75 +0.5%
Advisornet Financial
117
Advisornet Financial
Minnesota
USD 378 k +USD 91.6 k +3,475 +32%
Strategic Blueprint
118
Strategic Blueprint
Georgia
USD 354 k +USD 23.8 k +905 +7%
Stephens Inc
119
Stephens Inc
Arkansas
USD 343 k +USD 2.77 k +105 +0.8%
TA
120
TrueWealth Advisors
Alabama
USD 342 k -USD 18 k -682 -5%
Capital Investment Advisory Services
121
Capital Investment Advisory Services
North Carolina
USD 340 k +USD 155 k +5,900 +84%
Birchwood Financial Partners
122
Birchwood Financial Partners
Minnesota
USD 327 k +USD 3.06 k +116 +0.9%
Western Wealth Management
123
Western Wealth Management
Colorado
USD 307 k +USD 3.16 k +120 +1%
Beacon Pointe Advisors
124
Beacon Pointe Advisors
California
USD 301 k +USD 301 k +11,420 Nuevas
Tempus Wealth Planning
125
Tempus Wealth Planning
California
USD 286 k +USD 5.22 k +198 +2%
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