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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$3.84M +$251K +9,104 +7%
DADC
102
D.A. Davidson & Co
Montana
$3.81M -$2.37M -85,722 -38%
NFS
103
NewCorp Financial Services
Georgia
$3.79M +$353K +12,789 +10%
MWM
104
Mission Wealth Management
California
$3.79M +$186K +6,745 +5%
LWM
105
LongView Wealth Management
Georgia
$3.69M +$165K +5,961 +5%
PIA
106
Perennial Investment Advisors
California
$3.62M +$121K +4,389 +3%
FA
107
Fiduciary Alliance
South Carolina
$3.59M +$167K +6,056 +5%
BCI
108
Brinker Capital Investments
Pennsylvania
$3.57M +$130K +4,709 +4%
BFS
109
Boyer Financial Services
California
$3.57M -$55.9K -2,024 -2%
SWM
110
Steelhead Wealth Management
Virginia
$3.53M +$3.58M +129,687 New
KFSN
111
Keystone Financial Services (Nebraska)
Nebraska
$3.4M +$58.6K +2,124 +2%
OFS
112
OneAscent Financial Services
Alabama
$3.35M +$423K +15,342 +14%
MA
113
Mutual Advisors
Nebraska
$3.32M +$3.01M +109,088 +852%
Truist Financial
114
Truist Financial
North Carolina
$3.17M +$820K +29,714 +34%
HTWM
115
Hartmann Taylor Wealth Management
Texas
$3.17M +$110K +4,000 +4%
JP Morgan Chase
116
JP Morgan Chase
New York
$3.16M -$176K -6,385 -5%
RA
117
Rubicon Advisors
California
$3.04M -$51.7K -1,874 -2%
TCWM
118
Total Clarity Wealth Management
Illinois
$3.02M +$13.5K +488 +0.4%
LWM
119
Lodestone Wealth Management
Washington
$2.98M +$268K +9,698 +10%
DAS
120
Dynamic Advisor Solutions
Arizona
$2.96M +$1.14M +41,316 +61%
SIM
121
Synergy Investment Management
Florida
$2.92M +$95.8K +3,470 +3%
SFG
122
Seamount Financial Group
Colorado
$2.85M +$970K +35,142 +51%
MWM
123
Mascagni Wealth Management
Mississippi
$2.79M +$641K +23,219 +29%
MFWP
124
Mosaic Family Wealth Partners
Missouri
$2.64M +$732K +26,515 +38%
5W
125
5T Wealth
California
$2.62M +$21.1K +763 +0.8%