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Capital Group US Multi-Sector Income ETF
CGMS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
251
LexAurum Advisors
Kansas
$508K +$17.7K +643 +4%
SWP
252
Sagespring Wealth Partners
Tennessee
$499K +$62.4K +2,270 +14%
CA
253
Calton & Associates
Florida
$496K -$52K -1,893 -9%
SFS
254
Security Financial Services
Indiana
$494K +$74.8K +2,720 +18%
OIA
255
OneDigital Investment Advisors
Kansas
$490K +$493K +17,921 New
FA
256
Freestate Advisors
Kansas
$469K +$4.89K +178 +1%
CA
257
Continuum Advisory
Idaho
$462K +$36.9K +1,343 +9%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$456K +$9.18K +334 +2%
GKWIM
259
Gerber Kawasaki Wealth & Investment Management
California
$454K +$1.57K +57 +0.3%
MHB
260
Midwest Heritage Bank
Iowa
$451K +$6.08K +221 +1%
VT
261
Vise Technologies
New York
$447K +$449K +16,338 New
MC
262
Moors & Cabot
Massachusetts
$432K +$150K +5,465 +53%
CL
263
Choreo LLC
Illinois
$428K +$161K +5,847 +60%
GWM
264
Geneos Wealth Management
Colorado
$428K +$68.9K +2,508 +19%
GFPC
265
Global Financial Private Client
Florida
$427K – – –
PWA
266
Peterson Wealth Advisors
Utah
$415K -$3.3K -120 -0.8%
CF
267
Carlson Financial
Oregon
$413K +$4.45K +162 +1%
SIS
268
Strategic Investment Solutions
Illinois
$412K – – –
AWE
269
Avidian Wealth Enterprises
Texas
$404K +$156K +5,673 +62%
IWM
270
IHT Wealth Management
Illinois
$402K +$7.17K +261 +2%
AIM
271
Advyzon Investment Management
Illinois
$391K +$47.9K +1,742 +14%
SGI
272
Summit Global Investments
Utah
$385K +$95.4K +3,472 +33%
WF
273
Warner Financial
Maryland
$385K +$387K +14,084 New
VW
274
Vantus Wealth
Pennsylvania
$382K +$385K +13,994 New
WMA
275
Wealth Management Associates
New Jersey
$373K +$73.1K +2,661 +24%
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