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CGHM

Capital Group Municipal High-Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
176
Opal Wealth Advisors
New York
$204K +$1.9K +74 +0.9%
SB
177
Strategic Blueprint
Georgia
$203K +$202K +7,869 New
GWM
178
Geneos Wealth Management
Colorado
$179K +$41K +1,600 +30%
AWM
179
AE Wealth Management
Kansas
$106K +$2.79K +109 +3%
FP
180
Financial Perspectives
Minnesota
$87.4K +$333 +13 +0.4%
Morgan Stanley
181
Morgan Stanley
New York
$52K +$51.5K +2,009 +200,900%
HNB
182
Huntington National Bank
Ohio
$45.2K
Fidelity Investments
183
Fidelity Investments
Massachusetts
$41.2K +$40.9K +1,594 New
CA
184
CoreCap Advisors
Michigan
$34.1K +$29.3K +1,143 +653%
AG
185
AmeriFlex Group
Nevada
$23.3K +$23.1K +902 New
KPP
186
Kings Path Partners
Texas
$20.2K +$20.1K +783 New
PTC
187
Private Trust Company
Ohio
$13.1K
CI
188
CX Institutional
Indiana
$9K
APFP
189
Action Point Financial Planning
Michigan
$8.25K +$8.18K +319 New
AF
190
Allworth Financial
California
$6.64K
CFD
191
Creative Financial Designs
Indiana
$4.5K
EIP
192
Essential Investment Partners
Colorado
$2.58K
KFI
193
Key Financial Inc
Pennsylvania
$2.02K +$2K +78 New
UBS Group
194
UBS Group
Switzerland
$491 -$8.61K -336 -95%
DADC
195
D.A. Davidson & Co
Montana
-$548K -21,643 Closed
WEG
196
World Equity Group
Illinois
-$281K -11,106 Closed
SFG
197
Synergy Financial Group
California
-$263K -10,373 Closed
M
198
MOTCO
Texas
-$100K -3,958 Closed
WG
199
Wellington Group
Indiana
-$24.2K -957 Closed
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
-$10.9K -430 Closed