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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$636K +$387K +14,915 +172%
SAG
52
SageView Advisory Group
California
$632K +$150K +5,789 +33%
CP
53
Capital Planning
Washington
$628K +$16.3K +628 +3%
CA
54
Cetera Advisors
Colorado
$625K +$77K +2,966 +15%
BBHC
55
Brown Brothers Harriman & Co
New York
$607K -$30.1K -1,159 -5%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$602K +$261K +10,071 +82%
WIP
57
WealthCare Investment Partners
Rhode Island
$583K +$563K +21,687 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$552K +$16.8K +649 +3%
MA
59
Mutual Advisors
Nebraska
$387K +$372K +14,329 New
NFG
60
Nations Financial Group
Iowa
$379K +$134K +5,155 +58%
TWM
61
Tradition Wealth Management
Minnesota
$378K +$26K +1,000 +8%
WWM
62
Western Wealth Management
Colorado
$367K +$353K +13,609 New
HighTower Advisors
63
HighTower Advisors
Illinois
$329K +$43.3K +1,666 +16%
MSAM
64
Moloney Securities Asset Management
Missouri
$324K +$312K +12,000 New
LWM
65
Lodestone Wealth Management
Washington
$299K +$15.4K +595 +6%
KWM
66
Kingsview Wealth Management
Oregon
$281K +$57.3K +2,207 +27%
SFG
67
Seamount Financial Group
Colorado
$263K +$253K +9,743 New
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$262K +$252K +9,700 New
PS
69
Principal Securities
Iowa
$255K +$245K +9,450 New
CFD
70
Creative Financial Designs
Indiana
$253K +$47.7K +1,839 +24%
MSWM
71
McGlone Suttner Wealth Management
Wisconsin
$226K +$12.3K +473 +6%
WA
72
WESPAC Advisors
California
$216K +$208K +8,006 New
BDFN
73
Bond & Devick Financial Network
Minnesota
$212K +$204K +7,849 New
JP Morgan Chase
74
JP Morgan Chase
New York
$115K +$111K +4,268 New
IGWM
75
ICA Group Wealth Management
Colorado
$84K +$80.8K +3,113 New