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Capital Group US Multi-Sector Income ETF
CGMS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
326
EP Wealth Advisors
California
$186K +$187K +6,800 New
CIAS
327
Capital Investment Advisory Services
North Carolina
$177K +$65.7K +2,390 +58%
IA
328
IFP Advisors
Florida
$173K +$54K +1,963 +45%
CIA
329
Cape Investment Advisory
Georgia
$172K +$173K +6,286 New
NSIM
330
North Star Investment Management
Illinois
$148K +$148K +5,400 New
AF
331
Advisornet Financial
Minnesota
$136K – – –
APW
332
Allied Private Wealth
Florida
$124K +$125K +4,553 New
TCOV
333
Trust Company of Vermont
Vermont
$110K +$111K +4,027 New
WIM
334
Westside Investment Management
California
$102K +$9.9K +360 +11%
ACA
335
Aptus Capital Advisors
Alabama
$98.1K -$1.54K -56 -2%
CI
336
CX Institutional
Indiana
$68K +$68.2K +2,480 New
OW
337
Olistico Wealth
Oklahoma
$59.8K -$1.04K -38 -2%
AG
338
AmeriFlex Group
Nevada
$58.4K +$41.8K +1,521 +248%
HWA
339
HHM Wealth Advisors
Tennessee
$58.1K – – –
GCM
340
Gunpowder Capital Management
Maryland
$54.5K – – –
ATS
341
Ashton Thomas Securities
New York
$51.9K – – –
BWL
342
Bogart Wealth LLC
Virginia
$46.3K +$10.5K +382 +29%
CT
343
Colonial Trust
South Carolina
$35.6K +$35.7K +1,298 New
AWM
344
AE Wealth Management
Kansas
$34.8K -$57.1K -2,079 -62%
DF
345
Dunhill Financial
United Kingdom
$33.9K +$34.1K +1,242 New
NS
346
NBC Securities
Alabama
$33.6K – – –
KFAS
347
Keating Financial Advisory Services
Kansas
$29.2K – – –
CAS
348
Coppell Advisory Solutions
Texas
$24.6K +$444K +16,138 New
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1K – – –
TSMHT
350
Thurston Springer Miller Herd & Titak
Indiana
$17.4K +$17.5K +635 New
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