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Capital Group US Multi-Sector Income ETF
CGMS

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
226
Western Wealth Management
Colorado
$310K +$98K +3,538 +46%
OP
227
ORG Partners
Indiana
$310K +$62K +2,236 +29%
MSAM
228
Moloney Securities Asset Management
Missouri
$306K +$1.94K +70 +0.6%
IAS
229
Insigneo Advisory Services
Florida
$298K – – –
GWA
230
Gutierrez Wealth Advisory
Arkansas
$289K +$289K +10,428 New
BFG
231
Bleakley Financial Group
New Jersey
$287K – – –
AFA
232
AA Financial Advisors
Ohio
$278K +$2.63K +95 +1%
RIS
233
Richmond Investment Services
Wisconsin
$276K +$275K +9,939 New
CA
234
CoreCap Advisors
Michigan
$265K +$76.8K +2,772 +41%
LFG
235
Larson Financial Group
Missouri
$264K +$105K +3,794 +66%
SGI
236
Summit Global Investments
Utah
$264K +$263K +9,503 New
TFM
237
Trademark Financial Management
Minnesota
$240K +$6.57K +237 +3%
FFA
238
Farther Finance Advisors
California
$237K +$8.31K +300 +4%
IWM
239
IHT Wealth Management
Illinois
$235K +$3.8K +137 +2%
GWM
240
Geneos Wealth Management
Colorado
$225K -$387K -13,965 -63%
CIAS
241
Capital Investment Advisory Services
North Carolina
$220K +$23.8K +860 +12%
CPRC
242
Consolidated Portfolio Review Corp
New York
$211K +$204K +7,353 New
RFG
243
RFP Financial Group
Georgia
$210K +$214K +7,711 New
GKWIM
244
Gerber Kawasaki Wealth & Investment Management
California
$210K -$81K -2,924 -28%
NP
245
NorthRock Partners
Minnesota
$208K +$208K +7,501 New
SMC
246
Smith, Moore & Co
Missouri
$207K +$206K +7,443 New
OWA
247
Opal Wealth Advisors
New York
$206K +$1.97K +71 +1%
OC
248
Oppenheimer & Co
New York
$205K +$205K +7,380 New
AF
249
Advisornet Financial
Minnesota
$126K – – –
FP
250
Financial Perspectives
Minnesota
$125K +$73.3K +2,645 +143%
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