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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
251
Investment Planning Advisors
Georgia
$363K -$134K -4,862 -27%
GWM
252
Geneos Wealth Management
Colorado
$358K +$73.9K +2,679 +26%
IFG
253
Independent Financial Group
California
$350K -$44.4K -1,610 -11%
RFW
254
Redwood Family Wealth
Texas
$347K +$1.82K +66 +0.5%
CCFM
255
Clear Creek Financial Management
Washington
$344K +$28.1K +1,018 +9%
AIM
256
Advyzon Investment Management
Illinois
$342K +$79.1K +2,865 +30%
BCM
257
Brookstone Capital Management
Illinois
$339K -$33.3K -1,208 -9%
KA
258
Klingman & Associates
New York
$337K
LFG
259
Larson Financial Group
Missouri
$335K +$99.4K +3,600 +41%
NS
260
Northland Securities
Minnesota
$322K -$52.1K -1,888 -14%
TFM
261
Trademark Financial Management
Minnesota
$319K +$27.5K +995 +9%
EWA
262
EverSource Wealth Advisors
Alabama
$316K
ACA
263
Ascension Capital Advisors
Texas
$316K
JCA
264
January Capital Advisors
California
$314K +$318K +11,539 New
BFA
265
Beacon Financial Advisory
Ohio
$313K -$13.6K -492 -4%
HighTower Advisors
266
HighTower Advisors
Illinois
$309K +$3.81K +138 +1%
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$308K
SFGM
268
Stonebridge Financial Group (Missouri)
Missouri
$305K
CA
269
Carson Advisory
Georgia
$301K +$49.8K +1,805 +19%
TWM
270
Tradition Wealth Management
Minnesota
$301K -$4.44K -161 -1%
CF
271
Centaurus Financial
California
$300K +$304K +11,003 New
WMA
272
Wealth Management Associates
New Jersey
$299K +$61.1K +2,213 +25%
CA
273
Crumly & Associates
Illinois
$294K -$6.09M -220,574 -95%
SGI
274
Summit Global Investments
Utah
$289K +$6.82K +247 +2%
CA
275
CoreCap Advisors
Michigan
$285K +$22.9K +829 +9%