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CGHM

Capital Group Municipal High-Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$548K -$30K -1,171 -5%
WA
102
Waverly Advisors
Alabama
$544K +$551K +21,487 New
VVP
103
Venture Visionary Partners
Ohio
$539K +$5.3K +207 +1%
CP
104
Capital Planning
Washington
$509K
SCFS
105
Stewardship Concepts Financial Services
Washington
$495K +$501K +19,531 New
SPC
106
Sigma Planning Corp
Michigan
$493K +$499K +19,462 New
JP Morgan Chase
107
JP Morgan Chase
New York
$488K +$143K +5,572 +40%
AI
108
Atria Investments
North Carolina
$479K +$73.3K +2,861 +18%
Betterment LLC
109
Betterment LLC
New York
$477K +$12.1K +472 +3%
VT
110
Vise Technologies
New York
$470K
MOS
111
MGO One Seven
Ohio
$464K +$154 +6 +0%
DWM
112
Diversify Wealth Management
Utah
$456K +$251K +9,779 +122%
SF
113
Summit Financial
New Jersey
$451K +$66.7K +2,604 +17%
WP
114
Walleye Partners
Wisconsin
$441K +$145K +5,675 +48%
WJS
115
William John Sempolinski
Massachusetts
$418K +$71.8K +2,800 +20%
BWM
116
BCS Wealth Management
Tennessee
$415K +$420K +16,392 New
FHC
117
First Heartland Consultants
Missouri
$411K +$31.4K +1,226 +8%
IFG
118
Independent Financial Group
California
$407K +$137K +5,330 +50%
FMN
119
Financial Management Network
California
$396K +$3.36K +131 +0.9%
IAIM
120
International Assets Investment Management
Florida
$378K +$32.3K +1,260 +9%
AFP
121
Ausdal Financial Partners
Iowa
$374K +$6.36K +248 +2%
HAS
122
HBW Advisory Services
California
$368K +$90.1K +3,514 +32%
MWM
123
Mission Wealth Management
California
$353K +$33.7K +1,314 +10%
CIAS
124
Capital Investment Advisory Services
North Carolina
$349K +$513 +20 +0.1%
FFP
125
Freedom Financial Partners
Minnesota
$343K +$25.1K +979 +8%