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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
126
Element Wealth
Mississippi
$851K +$859K +31,202 New
BB
127
Burford Brothers
Texas
$847K -$114K -4,135 -12%
WS
128
Wedbush Securities
California
$840K +$286K +10,400 +51%
IPA
129
Investment Planning Advisors
Georgia
$810K +$51.3K +1,861 +7%
GLA
130
Good Life Advisors
Pennsylvania
$790K -$575K -20,872 -42%
PJSIMP
131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$747K +$256K +9,301 +51%
MIA
132
Milestone Investment Advisors
Wisconsin
$744K +$98.6K +3,580 +15%
RMP
133
Richards, Merrill & Peterson
Washington
$740K +$747K +27,135 New
DWP
134
Daymark Wealth Partners
Ohio
$735K +$106K +3,835 +17%
NFG
135
Nations Financial Group
Iowa
$690K -$49.7K -1,804 -7%
PWM
136
Pines Wealth Management
North Carolina
$686K +$697K +25,295 New
PA
137
PFG Advisors
Arizona
$648K +$223K +8,092 +52%
PIA
138
Perennial Investment Advisors
California
$644K +$650K +23,613 New
KIM
139
Kestra Investment Management
Texas
$633K +$163K +5,933 +34%
WIP
140
WealthCare Investment Partners
Rhode Island
$602K +$9.75K +354 +2%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$595K +$6.94K +252 +1%
WW
142
Waterfront Wealth
Kansas
$595K +$22K +798 +4%
WA
143
WESPAC Advisors
California
$591K -$15.7K -569 -3%
ASN
144
Advisory Services Network
Georgia
$584K +$283K +10,275 +92%
GRP
145
Global Retirement Partners
California
$573K +$219K +7,950 +61%
BCM
146
Brookstone Capital Management
Illinois
$542K +$547K +19,858 New
CPL
147
CAP Partners LLC
Tennessee
$537K +$21.9K +794 +4%
FTUS
148
Flow Traders U.S.
New York
$531K -$88.5K -3,212 -14%
TWP
149
Tempus Wealth Planning
California
$519K +$70.4K +2,557 +16%
MA
150
Mutual Advisors
Nebraska
$508K -$146K -5,316 -22%