We are live on ! Find out more
CGHM

Capital Group Municipal High-Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
26
Financial Connections Group
California
$1.06M +$1.06M +43,093 New
PIA
27
Perennial Investment Advisors
California
$1.06M +$844K +34,370 +406%
SPIA
28
Steward Partners Investment Advisory
New York
$1.02M +$413K +16,824 +69%
SEI Investments
29
SEI Investments
Pennsylvania
$927K +$924K +37,634 New
LWM
30
LongView Wealth Management
Georgia
$899K +$897K +36,502 New
TFS
31
Thoroughbred Financial Services
Tennessee
$854K +$511K +20,801 +150%
EC
32
Elequin Capital
New York
$780K +$777K +31,656 New
Natixis Advisors
33
Natixis Advisors
Massachusetts
$729K +$727K +29,606 New
PFS
34
Prospera Financial Services
Texas
$672K +$32.4K +1,321 +5%
CPA
35
Capital Performance Advisors
California
$616K +$7K +285 +1%
AIM
36
Advyzon Investment Management
Illinois
$548K +$546K +22,244 New
HI
37
Harbour Investments
Wisconsin
$541K +$17.3K +705 +3%
JCM
38
Jacobi Capital Management
Pennsylvania
$512K +$4.5K +183 +0.9%
VVP
39
Venture Visionary Partners
Ohio
$510K +$508K +20,688 New
GRP
40
Global Retirement Partners
California
$456K +$454K +18,497 New
Betterment LLC
41
Betterment LLC
New York
$453K -$537K -21,879 -54%
KAS
42
Kestra Advisory Services
Texas
$424K +$164K +6,659 +63%
PWM
43
Prentice Wealth Management
New York
$411K +$410K +16,686 New
BCI
44
Brinker Capital Investments
Pennsylvania
$376K +$375K +15,277 New
VC
45
Vicus Capital
Pennsylvania
$346K +$345K +14,058 New
TWM
46
Thrive Wealth Management
Pennsylvania
$346K +$344K +14,026 New
OHWA
47
Oak Hill Wealth Advisors
Virginia
$304K +$10.2K +415 +3%
UPS
48
UHLMANN PRICE SECURITIES
Illinois
$296K +$295K +12,008 New
WF
49
Wayfinding Financial
Washington
$290K -$102K -4,156 -26%
FHC
50
First Heartland Consultants
Missouri
$286K +$286K +11,627 New