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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
101
Perennial Investment Advisors
California
$3.55M +$1.01M +36,561 +40%
Citadel Advisors
102
Citadel Advisors
Florida
$3.53M -$1.24M -44,699 -26%
LWM
103
LongView Wealth Management
Georgia
$3.53M +$554K +20,001 +19%
NFS
104
NewCorp Financial Services
Georgia
$3.5M +$3.51M +126,569 New
BCI
105
Brinker Capital Investments
Pennsylvania
$3.49M +$370K +13,348 +12%
GRP
106
Global Retirement Partners
California
$3.44M +$584K +21,081 +20%
Cerity Partners
107
Cerity Partners
New York
$3.42M +$3.44M +123,983 New
FA
108
Fiduciary Alliance
South Carolina
$3.42M +$164K +5,905 +5%
JP Morgan Chase
109
JP Morgan Chase
New York
$3.41M -$709K -25,567 -17%
KFSN
110
Keystone Financial Services (Nebraska)
Nebraska
$3.39M +$86.2K +3,110 +3%
DC
111
Davenport & Co
Virginia
$3.35M +$52K +1,876 +2%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$3.19M -$93.5K -3,372 -3%
FFWA
113
Forthright Family Wealth Advisory
Texas
$3.14M +$115K +4,147 +4%
RA
114
Rubicon Advisors
California
$3.14M +$3.15M +113,505 New
HTWM
115
Hartmann Taylor Wealth Management
Texas
$3.1M +$136K +4,894 +5%
TCWM
116
Total Clarity Wealth Management
Illinois
$3.05M +$62.3K +2,248 +2%
OFS
117
OneAscent Financial Services
Alabama
$2.98M +$59.4K +2,143 +2%
SIM
118
Synergy Investment Management
Florida
$2.86M +$76.2K +2,750 +3%
LWM
119
Lodestone Wealth Management
Washington
$2.76M +$488K +17,619 +21%
5W
120
5T Wealth
California
$2.64M +$112K +4,057 +4%
AssetMark Inc
121
AssetMark Inc
California
$2.64M -$5.39M -194,459 -67%
PA
122
ProCore Advisors
California
$2.54M +$2.55M +92,101 New
SWM
123
SK Wealth Management
Rhode Island
$2.49M +$1.09M +39,341 +78%
TCG
124
Transcendent Capital Group
Oklahoma
$2.48M +$214K +7,714 +9%
VA
125
VestGen Advisors
Illinois
$2.41M -$5.76M -207,630 -70%