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Capital Group US Multi-Sector Income ETF
CGMS

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
226
Carlson Financial
Oregon
$437K +$439K +15,828 New
FA
227
Freestate Advisors
Kansas
$434K +$103K +3,722 +31%
GFPC
228
Global Financial Private Client
Florida
$431K – – –
SWM
229
Spire Wealth Management
Virginia
$427K +$23.2K +838 +6%
SIS
230
Strategic Investment Solutions
Illinois
$417K +$86.4K +3,115 +26%
OP
231
ORG Partners
Indiana
$414K +$143K +5,146 +52%
IA
232
Integrity Alliance
Iowa
$404K +$406K +14,632 New
IFG
233
Independent Financial Group
California
$399K -$7.54K -272 -2%
BIG
234
Brookwood Investment Group
Arizona
$389K – – –
SHJ
235
Sharkey, Howes & Javer
Colorado
$384K -$236K -8,531 -38%
NS
236
Northland Securities
Minnesota
$379K +$380K +13,715 New
BCM
237
Brookstone Capital Management
Illinois
$377K -$47.7K -1,721 -11%
GKWIM
238
Gerber Kawasaki Wealth & Investment Management
California
$360K +$152K +5,471 +72%
TAM
239
Titleist Asset Management
Texas
$355K +$356K +12,854 New
MA
240
Mutual Advisors
Nebraska
$353K +$1.33K +48 +0.4%
PAS
241
Parsonex Advisory Services
Colorado
$353K – – –
SWP
242
Sagespring Wealth Partners
Tennessee
$353K +$33K +1,190 +10%
KCP
243
Kera Capital Partners
California
$350K – – –
RFW
244
Redwood Family Wealth
Texas
$350K +$351K +12,660 New
OC
245
Oppenheimer & Co
New York
$349K +$145K +5,244 +71%
SFS
246
Security Financial Services
Indiana
$347K +$30.6K +1,104 +10%
KA
247
Klingman & Associates
New York
$342K – – –
WWM
248
Western Wealth Management
Colorado
$332K +$23.9K +861 +8%
BFA
249
Beacon Financial Advisory
Ohio
$331K +$22.3K +805 +7%
PSCM
250
Per Stirling Capital Management
Texas
$326K +$327K +11,785 New
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