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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTWM
101
Hartmann Taylor Wealth Management
Texas
$2.98M +$501K +18,078 +20%
VBA
102
von Borstel & Associates
Oregon
$2.94M +$2.95M +106,285 New
WF
103
Wayfinding Financial
Washington
$2.93M +$10.7K +385 +0.4%
OFS
104
OneAscent Financial Services
Alabama
$2.93M +$25.7K +926 +0.9%
OHWA
105
Oak Hill Wealth Advisors
Virginia
$2.92M +$1.5M +54,215 +106%
GRP
106
Global Retirement Partners
California
$2.87M +$501K +18,067 +21%
SIM
107
Synergy Investment Management
Florida
$2.8M +$2.8M +100,949 New
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$2.7M +$1.33M +47,983 +97%
PIA
109
Perennial Investment Advisors
California
$2.55M +$273K +9,858 +12%
5W
110
5T Wealth
California
$2.54M +$438K +15,823 +21%
LWM
111
Lodestone Wealth Management
Washington
$2.28M +$175K +6,308 +8%
TCG
112
Transcendent Capital Group
Oklahoma
$2.28M +$345K +12,435 +18%
WA
113
WESPAC Advisors
California
$2.22M +$1.33M +47,874 +148%
JCM
114
Jacobi Capital Management
Pennsylvania
$2.21M +$32.6K +1,178 +1%
MWM
115
Mascagni Wealth Management
Mississippi
$2.18M +$121K +4,361 +6%
SC
116
Saiph Capital
New Jersey
$2.11M +$2.1M +75,872 New
Truist Financial
117
Truist Financial
North Carolina
$2.06M +$190K +6,850 +10%
MWM
118
Mission Wealth Management
California
$2.04M +$91.2K +3,291 +5%
MWS
119
MFA Wealth Services
California
$2.03M +$99.3K +3,582 +5%
KIM
120
Kestra Investment Management
Texas
$1.9M +$256K +9,246 +16%
SFG
121
Seamount Financial Group
Colorado
$1.82M +$196K +7,076 +12%
IA
122
Inspire Advisors
Idaho
$1.77M +$181K +6,542 +11%
EPW
123
Endeavor Private Wealth
Kansas
$1.76M +$190K +6,868 +12%
Capital International Investors
124
Capital International Investors
California
$1.75M -$1.66M -59,988 -49%
MOS
125
MGO One Seven
Ohio
$1.71M +$1.71M +61,557 New