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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$321K +$2.63K +95 +0.8%
ACA
252
Ascension Capital Advisors
Texas
$321K +$322K +11,605 New
CCFM
253
Clear Creek Financial Management
Washington
$320K -$20.7K -745 -6%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$312K
TWM
255
Tradition Wealth Management
Minnesota
$310K -$18.8K -678 -6%
SFGM
256
Stonebridge Financial Group (Missouri)
Missouri
$310K +$311K +11,218 New
HighTower Advisors
257
HighTower Advisors
Illinois
$310K -$35.8K -1,292 -10%
IWM
258
IHT Wealth Management
Illinois
$305K +$71.2K +2,569 +30%
IAS
259
Insigneo Advisory Services
Florida
$296K
TFM
260
Trademark Financial Management
Minnesota
$296K +$56.8K +2,049 +24%
GWM
261
Geneos Wealth Management
Colorado
$289K +$65.4K +2,358 +29%
SGI
262
Summit Global Investments
Utah
$286K +$23.6K +853 +9%
Renaissance Technologies
263
Renaissance Technologies
New York
$282K -$4.95M -178,449 -95%
FDW
264
Fourth Dimension Wealth
Ohio
$281K +$282K +10,171 New
OWA
265
Opal Wealth Advisors
New York
$278K +$73.2K +2,642 +36%
AIM
266
Advyzon Investment Management
Illinois
$267K +$268K +9,683 New
VW
267
Vantus Wealth
Pennsylvania
$267K +$268K +9,683 New
CP
268
Capital Planning
Washington
$267K +$268K +9,674 New
CA
269
CoreCap Advisors
Michigan
$266K +$2.44K +88 +0.9%
KFGK
270
Keystone Financial Group (Kentucky)
Kentucky
$258K +$259K +9,350 New
MBC
271
Michael Brady & Co
Ohio
$257K +$258K +9,309 New
CA
272
Carson Advisory
Georgia
$256K +$257K +9,257 New
CAL
273
Capital Analysts LLC
Pennsylvania
$248K +$128K +4,618 +105%
STA
274
Smith Thornton Advisors
Alabama
$248K +$249K +8,975 New
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$245K +$246K +8,859 New