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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
26
Regatta Capital Group
California
$24.8M +$1.93M +70,304 +8%
BWP
27
BlueStem Wealth Partners
Minnesota
$22.6M +$3.7M +134,546 +19%
TA
28
TrueWealth Advisors
Alabama
$21.8M +$200K +7,272 +0.9%
WAS
29
Winch Advisory Services
Wisconsin
$21.6M +$309K +11,246 +1%
P
30
&Partners
Tennessee
$21.6M +$6.01M +218,539 +39%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$21.2M +$4.23M +153,958 +25%
JDLA
32
J. Derek Lewis & Associates
California
$21M +$1.79M +65,080 +9%
CFG
33
Compton Financial Group
Maryland
$20.2M +$12.7M +461,468 +167%
SI
34
Stephens Inc
Arkansas
$19.9M +$717K +26,086 +4%
RWA
35
Redhawk Wealth Advisors
Minnesota
$19M -$396K -14,404 -2%
EWA
36
EQ Wealth Advisors
Texas
$18.6M +$1.12M +40,913 +6%
EW
37
Entruity Wealth
California
$17.4M +$6.66M +242,335 +61%
PFS
38
Prospera Financial Services
Texas
$17.1M +$486K +17,679 +3%
NA
39
NewEdge Advisors
Louisiana
$16.8M +$2.14M +77,877 +15%
PSCM
40
Per Stirling Capital Management
Texas
$16.4M +$2.45M +89,111 +17%
IWC
41
Integrated Wealth Concepts
Massachusetts
$15.5M +$4.73M +171,990 +43%
VC
42
Vicus Capital
Pennsylvania
$15.3M +$1.76M +64,133 +13%
PAG
43
Private Advisor Group
New Jersey
$15.2M -$5.88M -213,894 -28%
KW
44
KWB Wealth
California
$14.4M +$4.65M +169,146 +47%
CWA
45
Centennial Wealth Advisory
Michigan
$13.1M +$679K +24,712 +5%
MI
46
Markowski Investments
Florida
$12.9M +$13M +471,323 New
SAM
47
Smartleaf Asset Management
Massachusetts
$12.5M
SFA
48
Souders Financial Advisors
Ohio
$12.1M +$788K +28,672 +7%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$11.6M +$133K +4,826 +1%
OBWG
50
Onyx Bridge Wealth Group
New York
$11.5M -$177K -6,434 -1%