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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
TrueWealth Advisors
Alabama
$21.5M +$3.96M +143,585 +22%
WAS
27
Winch Advisory Services
Wisconsin
$21.2M +$217K +7,872 +1%
PAG
28
Private Advisor Group
New Jersey
$21M +$2.04M +73,866 +11%
BEI
29
Benjamin Edwards Inc
Missouri
$19.7M +$3.73M +135,224 +23%
RWA
30
Redhawk Wealth Advisors
Minnesota
$19.3M +$2.76M +100,071 +16%
JDLA
31
J. Derek Lewis & Associates
California
$19.2M +$2.4M +87,030 +14%
SI
32
Stephens Inc
Arkansas
$19.1M +$568K +20,574 +3%
BWP
33
BlueStem Wealth Partners
Minnesota
$18.9M +$657K +23,805 +4%
EWA
34
EQ Wealth Advisors
Texas
$17.4M +$1.21M +43,972 +7%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$16.9M +$8.67M +314,205 +102%
PFS
36
Prospera Financial Services
Texas
$16.6M +$2.14M +77,450 +15%
P
37
&Partners
Tennessee
$15.4M +$2.38M +86,221 +18%
NA
38
NewEdge Advisors
Louisiana
$14.6M +$2.64M +95,822 +22%
SS
39
Sunbelt Securities
Texas
$14.1M +$2.35M +85,162 +20%
PSCM
40
Per Stirling Capital Management
Texas
$13.9M +$13.8M +498,949 +4,234%
VC
41
Vicus Capital
Pennsylvania
$13.5M +$4.08M +148,007 +42%
CWA
42
Centennial Wealth Advisory
Michigan
$12.4M +$6.25M +226,312 +100%
SAM
43
Smartleaf Asset Management
Massachusetts
$12.3M +$661K +23,955 +6%
RG
44
RHL Group
Michigan
$12.3M +$7.77M +281,398 +165%
OBWG
45
Onyx Bridge Wealth Group
New York
$11.7M +$630K +22,839 +6%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$11.4M -$269K -9,741 -2%
CGPCS
47
Capital Group Private Client Services
California
$11.3M +$3.97K +144 +0%
SFA
48
Souders Financial Advisors
Ohio
$11.3M +$907K +32,881 +9%
KWM
49
Kingsview Wealth Management
Oregon
$11M +$1.82M +65,898 +19%
KFP
50
KMG Fiduciary Partners
Ohio
$10.8M +$523K +18,958 +5%