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Capital Group US Multi-Sector Income ETF
CGMS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
151
Thoroughbred Financial Services
Tennessee
$488K +$493K +17,898 New
SCA
152
Snowden Capital Advisors
New York
$486K +$151K +5,492 +45%
JCM
153
Jacobi Capital Management
Pennsylvania
$480K -$14.9K -542 -3%
SPIA
154
Steward Partners Investment Advisory
New York
$466K +$293K +10,652 +166%
FAIM
155
Financial Advocates Investment Management
Washington
$464K +$4.71K +171 +1%
KPWS
156
Kestra Private Wealth Services
Texas
$464K +$468K +17,010 New
FIM
157
Freedom Investment Management
Connecticut
$444K +$448K +16,271 New
SPC
158
Sigma Planning Corp
Michigan
$429K -$44.2K -1,605 -9%
GFPC
159
Global Financial Private Client
Florida
$426K – – –
GWSG
160
GPS Wealth Strategies Group
Colorado
$424K +$3.44K +125 +0.8%
GKWIM
161
Gerber Kawasaki Wealth & Investment Management
California
$418K +$113K +4,095 +36%
PS
162
Principal Securities
Iowa
$405K -$6.33K -230 -2%
ACM
163
Aurdan Capital Management
Pennsylvania
$404K +$408K +14,810 New
TFM
164
Trademark Financial Management
Minnesota
$385K -$6.94K -252 -2%
MSAM
165
Moloney Securities Asset Management
Missouri
$377K +$46.1K +1,674 +14%
SWM
166
Spire Wealth Management
Virginia
$377K +$380K +13,812 New
BCI
167
Brinker Capital Investments
Pennsylvania
$375K +$379K +13,756 New
OPS
168
Orion Portfolio Solutions
Nebraska
$375K +$379K +13,756 New
FEM
169
Fulcrum Equity Management
Texas
$375K +$378K +13,737 New
RA
170
RFG Advisory
Alabama
$372K +$376K +13,653 New
WWP
171
WR Wealth Planners
Missouri
$365K -$339K -12,313 -48%
CA
172
Continuum Advisory
Idaho
$365K +$55.2K +2,003 +18%
CFG
173
Cooper Financial Group
California
$342K +$5.54K +201 +2%
WAOI
174
Wealth Advisors of Iowa
Iowa
$336K +$62.5K +2,269 +23%
BFG
175
Bleakley Financial Group
New Jersey
$332K – – –
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7
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