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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
76
Total Clarity Wealth Management
Illinois
$2.66M -$1.7M -61,706 -39%
BIP
77
Blue Investment Partners
California
$2.61M +$2.43M +88,331 +1,224%
NG
78
Novem Group
New York
$2.6M +$2.62M +95,125 New
JP Morgan Chase
79
JP Morgan Chase
New York
$2.58M +$160K +5,802 +7%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$2.52M +$1.18M +42,860 +87%
BDFN
81
Bond & Devick Financial Network
Minnesota
$2.49M
PWA
82
Peterson Wealth Advisors
Utah
$2.42M +$2.2M +79,893 +896%
SHJ
83
Sharkey, Howes & Javer
Colorado
$2.39M +$559K +20,281 +30%
SA
84
Sanctuary Advisors
Indiana
$2.24M +$1.21M +43,936 +117%
LWA
85
LifeGoal Wealth Advisors
New York
$2.23M +$2.25M +81,772 New
5W
86
5T Wealth
California
$2.23M +$2.25M +81,563 New
EH
87
Equitable Holdings
New York
$2.22M +$949K +34,463 +73%
CFB
88
Cullen/Frost Bankers
Texas
$2.2M +$384K +13,950 +21%
CGPCS
89
Capital Group Private Client Services
California
$2.15M -$62K -2,252 -3%
Citadel Advisors
90
Citadel Advisors
Florida
$2.09M -$2.09M -75,828 -50%
LWM
91
Lodestone Wealth Management
Washington
$1.99M +$257K +9,341 +15%
MWS
92
MFA Wealth Services
California
$1.88M +$1.89M +68,771 New
CA
93
CoreCap Advisors
Michigan
$1.8M +$1.73M +62,924 +2,163%
MWM
94
Mascagni Wealth Management
Mississippi
$1.78M +$1.79M +65,028 New
RIL
95
Rothschild Investment LLC
Illinois
$1.77M +$424K +15,400 +31%
NA
96
NewEdge Advisors
Louisiana
$1.72M +$174K +6,324 +11%
AWM
97
Apollon Wealth Management
South Carolina
$1.71M +$431K +15,663 +33%
TPBG
98
Turning Point Benefit Group
Maryland
$1.64M +$1.67M +60,572 New
TCG
99
Transcendent Capital Group
Oklahoma
$1.62M +$152K +5,531 +10%
LWM
100
LongView Wealth Management
Georgia
$1.49M +$728K +26,445 +94%