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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
76
Laird Norton Wetherby Wealth Management
California
$421K +$158K +5,862 +60%
EH
77
Equitable Holdings
New York
$378K +$376K +13,962 New
MA
78
Mutual Advisors
Nebraska
$376K -$11.2K -417 -3%
TWM
79
Tradition Wealth Management
Minnesota
$372K -$6.74K -250 -2%
AAS
80
Ameritas Advisory Services
Nebraska
$338K +$338K +12,554 New
HighTower Advisors
81
HighTower Advisors
Illinois
$334K +$4.91K +182 +1%
MIA
82
Milestone Investment Advisors
Wisconsin
$319K +$318K +11,783 New
SFG
83
Seamount Financial Group
Colorado
$314K +$50.4K +1,868 +19%
BWP
84
Balboa Wealth Partners
Arizona
$306K +$305K +11,302 New
CFD
85
Creative Financial Designs
Indiana
$303K +$49.1K +1,822 +19%
AAS
86
Avantax Advisory Services
Texas
$294K +$293K +10,864 New
PS
87
Principal Securities
Iowa
$272K +$16.2K +600 +6%
BDFN
88
Bond & Devick Financial Network
Minnesota
$270K +$57.2K +2,123 +27%
AFA
89
AA Financial Advisors
Ohio
$268K +$267K +9,906 New
FFS
90
Founders Financial Securities
Maryland
$267K +$266K +9,875 New
GLA
91
Good Life Advisors
Pennsylvania
$266K +$265K +9,836 New
CCFM
92
Clear Creek Financial Management
Washington
$235K +$235K +8,705 New
LWM
93
LongView Wealth Management
Georgia
$232K +$232K +8,596 New
MSWM
94
McGlone Suttner Wealth Management
Wisconsin
$227K +$647 +24 +0.3%
CBFP
95
Cedar Brook Financial Partners
Ohio
$225K +$225K +8,334 New
Jones Financial Companies
96
Jones Financial Companies
Missouri
$149K +$149K +5,523 New
CA
97
Continuum Advisory
Idaho
$123K +$123K +4,572 New
IGWM
98
ICA Group Wealth Management
Colorado
$102K +$17.5K +650 +21%
FCA
99
FinTrust Capital Advisors
South Carolina
$81.1K +$74.8K +2,773 +1,222%
PTC
100
Private Trust Company
Ohio
$80.2K +$55K +2,041 +220%