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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$429K +$431K +16,479 New
SAG
27
SageView Advisory Group
California
$377K +$379K +14,474 New
Stifel Financial
28
Stifel Financial
Missouri
$377K +$378K +14,462 New
CA
29
Cetera Advisors
Colorado
$375K +$377K +14,396 New
TC
30
Trilogy Capital
California
$372K +$370K +14,149 New
TWM
31
Tradition Wealth Management
Minnesota
$339K +$334K +12,750 +5,100%
CFGS
32
Concourse Financial Group Securities
Alabama
$313K +$33.2K +1,270 +12%
HighTower Advisors
33
HighTower Advisors
Illinois
$269K +$4.32K +165 +2%
LWM
34
Lodestone Wealth Management
Washington
$268K +$32K +1,224 +14%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$251K +$252K +9,640 New
KWM
36
Kingsview Wealth Management
Oregon
$214K +$215K +8,199 New
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$210K -$26.2K -1,000 -11%
MSWM
38
McGlone Suttner Wealth Management
Wisconsin
$207K +$208K +7,935 New
PAG
39
Private Advisor Group
New Jersey
$200K +$201K +7,684 New
CFD
40
Creative Financial Designs
Indiana
$138K +$138K +5,282 New
WWP
41
WR Wealth Planners
Missouri
$73.8K +$14.7K +560 +25%
LFG
42
Larson Financial Group
Missouri
$53.9K +$24.9K +950 +85%
NA
43
NewEdge Advisors
Louisiana
$13.8K +$13.9K +530 New
IGWM
44
ICA Group Wealth Management
Colorado
$3.54K +$3.56K +136 New
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
-$1.65M -62,602 Closed