We are live on ! Find out more
CGMS icon

Capital Group US Multi-Sector Income ETF
CGMS

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
151
Wedbush Securities
California
$789K -$51.4K -1,873 -6%
DWP
152
Daymark Wealth Partners
Ohio
$788K +$52.2K +1,901 +7%
WA
153
WESPAC Advisors
California
$762K +$171K +6,237 +29%
IPA
154
Investment Planning Advisors
Georgia
$748K -$63K -2,295 -8%
WW
155
Waterfront Wealth
Kansas
$728K +$133K +4,850 +22%
MIA
156
Milestone Investment Advisors
Wisconsin
$706K -$39.2K -1,430 -5%
MA
157
Mutual Advisors
Nebraska
$701K +$199K +7,241 +39%
PWA
158
Peterson Wealth Advisors
Utah
$691K -$1.72M -62,826 -71%
TWP
159
Tempus Wealth Planning
California
$667K +$148K +5,376 +28%
PWM
160
Pines Wealth Management
North Carolina
$632K -$36.8K -1,340 -5%
BCI
161
Brinker Capital Investments
Pennsylvania
$614K +$239K +8,724 +63%
OPS
162
Orion Portfolio Solutions
Nebraska
$614K +$239K +8,724 +63%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$598K +$2.33K +85 +0.4%
ACP
164
Argyle Capital Partners
California
$598K +$601K +21,891 New
CA
165
Calton & Associates
Florida
$595K +$598K +21,782 New
KPWS
166
Kestra Private Wealth Services
Texas
$591K +$127K +4,621 +27%
CPL
167
CAP Partners LLC
Tennessee
$590K +$52.7K +1,919 +10%
WIP
168
WealthCare Investment Partners
Rhode Island
$556K -$33.8K -1,230 -6%
WAOI
169
Wealth Advisors of Iowa
Iowa
$553K +$217K +7,924 +64%
SPC
170
Sigma Planning Corp
Michigan
$529K +$99.8K +3,637 +23%
SPIA
171
Steward Partners Investment Advisory
New York
$518K +$51.7K +1,883 +11%
SCA
172
Snowden Capital Advisors
New York
$487K – – –
FAIM
173
Financial Advocates Investment Management
Washington
$487K +$22.4K +816 +5%
MSWM
174
McGlone Suttner Wealth Management
Wisconsin
$480K +$192K +7,011 +66%
BCM
175
Brookstone Capital Management
Illinois
$478K -$64.2K -2,339 -12%
5 6
7
8 9