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Capital Group Short Duration Municipal Income ETF
CGSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CoreCap Advisors
151
CoreCap Advisors
Michigan
USD 109 k +USD 4.35 k +165 +4%
BlackRock
152
BlackRock
New York
USD 93.1 k +USD 93 k +3,529 Nuevas
Private Trust Company
153
Private Trust Company
Ohio
USD 78.9 k +USD 16.8 k +637 +27%
NBC Securities
154
NBC Securities
Alabama
USD 76.9 k – – –
Allworth Financial
155
Allworth Financial
California
USD 56.4 k -USD 1.5 k -57 -3%
Global Retirement Partners
156
Global Retirement Partners
California
USD 54.1 k +USD 54 k +2,051 Nuevas
Continuum Advisory
157
Continuum Advisory
Idaho
USD 42.2 k +USD 42.2 k +1,600 Nuevas
Lodestone Wealth Management
158
Lodestone Wealth Management
Washington
USD 41.2 k -USD 10.6 k -402 -20%
Creative Financial Designs
159
Creative Financial Designs
Indiana
USD 34.4 k +USD 21.9 k +831 +176%
Silver Grove Financial Group
160
Silver Grove Financial Group
New York
USD 22.5 k +USD 22.4 k +851 Nuevas
UBS Group
161
UBS Group
Switzerland
USD 18.5 k -USD 53.1 k -2,014 -74%
CX Institutional
162
CX Institutional
Indiana
USD 1 k – – –
APFP
163
Action Point Financial Planning
Michigan
USD 501 +USD 501 +19 Nuevas
Jane Street
164
Jane Street
New York
– -USD 3.63 M -137,966 Cerradas
Royal Harbor Partners
165
Royal Harbor Partners
Texas
– -USD 2.92 M -110,981 Cerradas
Old Mission Capital
166
Old Mission Capital
Illinois
– -USD 2.47 M -93,958 Cerradas
SFG Wealth Management
167
SFG Wealth Management
Maryland
– -USD 851 k -32,377 Cerradas
HighPoint Advisor Group
168
HighPoint Advisor Group
Illinois
– -USD 328 k -12,468 Cerradas
Independent Advisor Alliance
169
Independent Advisor Alliance
North Carolina
– -USD 244 k -9,300 Cerradas
Patriot Financial Group Insurance Agency
170
Patriot Financial Group Insurance Agency
Massachusetts
– -USD 232 k -8,814 Cerradas
Stonebridge Financial Group (Pennsylvania)
171
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -USD 221 k -8,409 Cerradas
FFA
172
Florida Financial Advisors
Florida
– -USD 217 k -8,254 Cerradas
Valmark Advisers
173
Valmark Advisers
Ohio
– -USD 213 k -8,091 Cerradas
Sovran Advisors
174
Sovran Advisors
California
– -USD 210 k -7,973 Cerradas
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