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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$19.2M +$1.88M +67,829 +11%
Mariner
27
Mariner
Kansas
$19M +$660K +23,820 +4%
SI
28
Stephens Inc
Arkansas
$18.9M +$2.13M +76,839 +13%
BWP
29
BlueStem Wealth Partners
Minnesota
$18.5M -$4.64M -167,276 -20%
VA
30
Valmark Advisers
Ohio
$17.9M +$3M +108,234 +20%
TA
31
TrueWealth Advisors
Alabama
$17.8M -$4.26M -153,782 -19%
JDLA
32
J. Derek Lewis & Associates
California
$17M +$17.1M +616,657 New
RWA
33
Redhawk Wealth Advisors
Minnesota
$16.8M +$1.9M +68,573 +13%
EWA
34
EQ Wealth Advisors
Texas
$16.4M +$1.98M +71,421 +14%
BEI
35
Benjamin Edwards Inc
Missouri
$16.3M +$3.67M +132,242 +29%
PFS
36
Prospera Financial Services
Texas
$14.7M -$301K -10,854 -2%
SA
37
Skyline Advisors
Washington
$14.6M +$748K +26,992 +5%
P
38
&Partners
Tennessee
$13.3M +$5.84M +210,617 +78%
CIA
39
Concurrent Investment Advisors
Florida
$12.6M +$6.11M +220,265 +93%
NA
40
NewEdge Advisors
Louisiana
$12.1M +$7.37M +265,815 +153%
SAM
41
Smartleaf Asset Management
Massachusetts
$11.9M -$333K -12,007 -3%
SS
42
Sunbelt Securities
Texas
$11.9M +$3.4M +122,612 +40%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$11.8M +$3.6M +129,705 +44%
AI
44
Atria Investments
North Carolina
$11.8M +$56.3K +2,032 +0.5%
CGPCS
45
Capital Group Private Client Services
California
$11.4M -$387K -13,974 -3%
OBWG
46
Onyx Bridge Wealth Group
New York
$11.2M -$1.26M -45,365 -10%
SFA
47
Souders Financial Advisors
Ohio
$10.5M +$459K +16,561 +5%
KFP
48
KMG Fiduciary Partners
Ohio
$10.5M +$372K +13,436 +4%
Goldman Sachs
49
Goldman Sachs
New York
$10.4M +$9.07M +327,102 +664%
IWC
50
Integrated Wealth Concepts
Massachusetts
$10.2M +$2.98M +107,666 +41%