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CGHM

Capital Group Municipal High-Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Thrive Wealth Management
Pennsylvania
$855K +$490K +19,797 +141%
PAG
52
Private Advisor Group
New Jersey
$838K +$820K +33,148 New
AWA
53
Arkadios Wealth Advisors
Georgia
$832K +$813K +32,884 New
HIM
54
Hanlon Investment Management
New Jersey
$806K +$789K +31,881 New
GS
55
GWN Securities
Florida
$805K +$787K +31,805 New
CPA
56
Capital Performance Advisors
California
$789K +$153K +6,202 +25%
FFA
57
Founders Financial Alliance
North Carolina
$759K +$742K +30,000 New
KAS
58
Kestra Advisory Services
Texas
$754K +$312K +12,626 +73%
PFS
59
Prospera Financial Services
Texas
$738K +$47.1K +1,904 +7%
GWP
60
Gateway Wealth Partners
Wisconsin
$660K +$645K +26,091 New
AG
61
Ascent Group
Virginia
$653K +$638K +25,811 New
FTUS
62
Flow Traders U.S.
New York
$651K +$637K +25,747 New
Jane Street
63
Jane Street
New York
$621K -$1.98M -79,988 -77%
AIM
64
Advyzon Investment Management
Illinois
$570K +$6.95K +281 +1%
OHWA
65
Oak Hill Wealth Advisors
Virginia
$558K +$240K +9,718 +79%
GRP
66
Global Retirement Partners
California
$532K +$63K +2,547 +14%
JCM
67
Jacobi Capital Management
Pennsylvania
$530K +$3.93K +159 +0.8%
VVP
68
Venture Visionary Partners
Ohio
$527K +$3.91K +158 +0.8%
CP
69
Capital Planning
Washington
$509K +$267K +10,785 +116%
UPS
70
UHLMANN PRICE SECURITIES
Illinois
$504K +$196K +7,927 +66%
Goldman Sachs
71
Goldman Sachs
New York
$489K +$478K +19,328 New
Betterment LLC
72
Betterment LLC
New York
$470K +$4.67K +189 +1%
SFO
73
Stokes Family Office
Louisiana
$449K +$440K +17,773 New
AI
74
Atria Investments
North Carolina
$437K +$427K +17,264 New
OFS
75
OneAscent Financial Services
Alabama
$386K +$129K +5,206 +52%