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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
Flagship Harbor Advisors
126
Flagship Harbor Advisors
Massachusetts
USD 280 k +USD 62.6 k +2,377 +29%
Koshinski Asset Management
127
Koshinski Asset Management
Illinois
USD 276 k +USD 59.9 k +2,275 +28%
Parsons Capital Management
128
Parsons Capital Management
Rhode Island
USD 275 k +USD 24.5 k +929 +10%
LA
129
Latitude Advisors
Florida
USD 265 k +USD 265 k +10,060 Nuevas
J. Derek Lewis & Associates
130
J. Derek Lewis & Associates
California
USD 262 k -USD 46.1 k -1,750 -15%
Burford Brothers
131
Burford Brothers
Texas
USD 250 k -USD 25 k -950 -9%
Park Avenue Securities
132
Park Avenue Securities
New York
USD 242 k +USD 242 k +9,168 Nuevas
Diversified Portfolios Inc
133
Diversified Portfolios Inc
Michigan
USD 241 k +USD 241 k +9,142 Nuevas
Occidental Asset Management
134
Occidental Asset Management
California
USD 237 k +USD 237 k +9,000 Nuevas
VestGen Advisors
135
VestGen Advisors
Illinois
USD 231 k +USD 11.1 k +422 +5%
Hanlon Investment Management
136
Hanlon Investment Management
New Jersey
USD 230 k -USD 96.6 k -3,666 -30%
TFS
137
Thoroughbred Financial Services
Tennessee
USD 224 k – – –
IHT Wealth Management
138
IHT Wealth Management
Illinois
USD 223 k – – –
Avidian Wealth Enterprises
139
Avidian Wealth Enterprises
Texas
USD 211 k – – –
SIM
140
Synergy Investment Management
Florida
USD 204 k +USD 43.8 k +1,661 +27%
SYM Financial Corp
141
SYM Financial Corp
Indiana
USD 204 k – – –
HB Wealth Management
142
HB Wealth Management
Georgia
USD 203 k +USD 203 k +7,700 Nuevas
Snowden Capital Advisors
143
Snowden Capital Advisors
New York
USD 200 k +USD 200 k +7,593 Nuevas
Ashton Thomas Securities
144
Ashton Thomas Securities
New York
USD 198 k +USD 96.7 k +3,668 +96%
AE Wealth Management
145
AE Wealth Management
Kansas
USD 173 k +USD 10.7 k +407 +7%
BPI
146
BFC Planning, Inc.
Iowa
USD 158 k – – –
Sittner & Nelson
147
Sittner & Nelson
Oregon
USD 145 k +USD 145 k +5,500 Nuevas
Capital Analysts LLC
148
Capital Analysts LLC
Pennsylvania
USD 136 k +USD 37.6 k +1,427 +38%
Ashton Thomas Private Wealth
149
Ashton Thomas Private Wealth
Arizona
USD 133 k +USD 47.5 k +1,802 +56%
Farther Finance Advisors
150
Farther Finance Advisors
California
USD 111 k +USD 85.2 k +3,233 +335%
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