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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$593M +$76.5M +2,781,841 +15%
Wells Fargo
2
Wells Fargo
California
$272M +$71.2M +2,590,478 +35%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$248M +$34.6M +1,259,374 +16%
Morgan Stanley
4
Morgan Stanley
New York
$217M +$20.7M +751,761 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$217M +$25.5M +928,499 +13%
UBS Group
6
UBS Group
Switzerland
$171M +$17.1M +621,455 +11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$138M +$21M +765,563 +18%
CA
8
Capital Advantage
California
$104M +$35.5M +1,292,902 +52%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$91.1M -$3.33M -120,961 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$89.8M +$16.4M +597,504 +22%
GVAG
11
Great Valley Advisor Group
Delaware
$77.8M +$2.96M +107,705 +4%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$64M +$13.8M +500,847 +27%
Stifel Financial
13
Stifel Financial
Missouri
$60M +$8M +291,032 +15%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$55.5M +$8.19M +297,766 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$50.4M +$1.62M +59,027 +3%
SI
16
Schusterman Interests
Oklahoma
$49.7M +$50M +1,818,185 New
MML Investors Services
17
MML Investors Services
Massachusetts
$49M +$11.8M +429,674 +32%
VA
18
Valmark Advisers
Ohio
$48.5M +$6.84M +248,741 +16%
BPA
19
Beacon Pointe Advisors
California
$42.4M -$301K -10,962 -0.7%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$35.5M +$836K +30,429 +2%
KAS
21
Kestra Advisory Services
Texas
$34.8M +$7.83M +284,941 +29%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$31.1M +$2.32M +84,470 +8%
BEI
23
Benjamin Edwards Inc
Missouri
$26.3M +$6.49M +236,223 +33%
WA
24
Waverly Advisors
Alabama
$26M +$26.1M +951,076 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$25.7M +$2.37M +86,194 +10%