We are live on ! Find out more
CGMS icon

Capital Group US Multi-Sector Income ETF
CGMS

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
101
WR Wealth Planners
Missouri
$715K +$19.8K +718 +3%
PCIA
102
Prime Capital Investment Advisors
Kansas
$673K +$666K +24,190 New
MIA
103
Milestone Investment Advisors
Wisconsin
$660K +$60.3K +2,193 +10%
MA
104
Mutual Advisors
Nebraska
$658K +$184K +6,701 +39%
DWP
105
Daymark Wealth Partners
Ohio
$644K +$397K +14,432 +166%
FTUS
106
Flow Traders U.S.
New York
$631K +$77.5K +2,818 +14%
WA
107
WESPAC Advisors
California
$619K +$48.8K +1,775 +9%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$600K +$31.8K +1,156 +6%
WIP
109
WealthCare Investment Partners
Rhode Island
$600K +$8.34K +303 +1%
WW
110
Waterfront Wealth
Kansas
$577K +$578K +21,002 New
WS
111
Wedbush Securities
California
$568K +$43.9K +1,595 +8%
CPL
112
CAP Partners LLC
Tennessee
$526K +$21.4K +777 +4%
JCM
113
Jacobi Capital Management
Pennsylvania
$505K +$214K +7,773 +75%
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$504K +$253K +9,203 +104%
SFG
115
Seamount Financial Group
Colorado
$497K +$110K +4,005 +29%
SPC
116
Sigma Planning Corp
Michigan
$483K -$542K -19,685 -53%
KIM
117
Kestra Investment Management
Texas
$481K +$155K +5,624 +48%
FAIM
118
Financial Advocates Investment Management
Washington
$469K +$463K +16,844 New
TWP
119
Tempus Wealth Planning
California
$459K +$99.4K +3,613 +28%
CA
120
Calton & Associates
Florida
$457K +$452K +16,422 New
PA
121
PFG Advisors
Arizona
$436K +$206K +7,471 +91%
GFPC
122
Global Financial Private Client
Florida
$434K +$429K +15,607 New
GWSG
123
GPS Wealth Strategies Group
Colorado
$428K +$424K +15,425 New
PS
124
Principal Securities
Iowa
$419K +$73.4K +2,668 +22%
TFM
125
Trademark Financial Management
Minnesota
$400K +$396K +14,381 New
3 4
5
6 7