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CGHM

Capital Group Municipal High-Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
151
Advisortrust Partners
North Carolina
$301K +$40K +1,562 +15%
OFS
152
OneAscent Financial Services
Alabama
$299K +$3.97K +155 +1%
GM
153
GeoWealth Management
Illinois
$298K +$641 +25 +0.2%
KFGK
154
Keystone Financial Group (Kentucky)
Kentucky
$292K +$290K +11,303 New
LWM
155
LongView Wealth Management
Georgia
$284K -$769K -29,981 -73%
RCG
156
Regatta Capital Group
California
$282K
CP
157
Capital Planning
Washington
$279K -$239K -9,337 -46%
CA
158
Carson Advisory
Georgia
$275K +$2.64K +103 +1%
ATPW
159
Ashton Thomas Private Wealth
Arizona
$273K +$333 +13 +0.1%
NS
160
NBC Securities
Alabama
$265K
WWM
161
Western Wealth Management
Colorado
$263K +$261K +10,189 New
HWM
162
Horizon Wealth Management
Illinois
$256K +$254K +9,913 New
SIM
163
Synergy Investment Management
Florida
$252K
SGFG
164
Silver Grove Financial Group
New York
$240K +$10.6K +412 +5%
TWP
165
Tempus Wealth Planning
California
$240K +$6.15K +240 +3%
Goldman Sachs
166
Goldman Sachs
New York
$233K +$231K +9,026 New
QCM
167
Quantinno Capital Management
New York
$233K +$231K +9,018 New
BIG
168
Brookwood Investment Group
Arizona
$231K +$229K +8,935 New
IAS
169
Insigneo Advisory Services
Florida
$219K -$42.3K -1,650 -16%
IA
170
IFG Advisory
Georgia
$216K +$214K +8,357 New
SA
171
Sovran Advisors
California
$216K +$216K +8,427 New
CIS
172
Continental Investors Services
Washington
$216K -$414K -16,141 -62%
WAM
173
WNY Asset Management
New York
$213K +$2.18K +85 +1%
MAG
174
Members Advisory Group
New York
$210K +$208K +8,124 New
TRCT
175
Tower Research Capital (TRC)
New York
$207K +$84.4K +3,293 +70%