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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
176
Blueprint Financial Advisors
North Carolina
$1.12M +$207K +7,505 +22%
AWA
177
Arkadios Wealth Advisors
Georgia
$1.12M +$575K +20,834 +104%
IAA
178
Independent Advisor Alliance
North Carolina
$1.09M +$1.1M +39,932 New
TC
179
Trilogy Capital
California
$1.08M -$142K -5,133 -12%
SEIA
180
Signature Estate & Investment Advisors
California
$1.07M +$261K +9,466 +32%
VAS
181
Vestmark Advisory Solutions
Massachusetts
$1.04M +$1.06M +38,241 New
SPC
182
Sigma Planning Corp
Michigan
$993K +$542K +19,632 +117%
NFG
183
Nations Financial Group
Iowa
$980K +$26.8K +970 +3%
MEAC
184
M.E. Allison & Co
Texas
$958K +$111K +4,021 +13%
PWM
185
Pines Wealth Management
North Carolina
$953K +$119K +4,329 +14%
LWA
186
Lantern Wealth Advisors
New York
$949K +$383K +13,889 +66%
AW
187
Alchemi Wealth
Connecticut
$937K +$216K +7,843 +30%
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$895K -$40.1K -1,454 -4%
UPS
189
UHLMANN PRICE SECURITIES
Illinois
$875K +$148K +5,380 +20%
KPWS
190
Kestra Private Wealth Services
Texas
$874K +$190K +6,868 +27%
DWM
191
Diversify Wealth Management
Utah
$872K +$873K +31,641 New
DWP
192
Daymark Wealth Partners
Ohio
$861K +$9.63K +349 +1%
KIM
193
Kestra Investment Management
Texas
$861K -$6.57M -238,018 -88%
BB
194
Burford Brothers
Texas
$843K +$11.4K +414 +1%
WW
195
Waterfront Wealth
Kansas
$837K +$73K +2,644 +9%
ASN
196
Advisory Services Network
Georgia
$833K +$844K +30,586 New
BPFA
197
Barnes Pettey Financial Advisors
Mississippi
$830K +$109K +3,932 +15%
TBF
198
True Blue Financial
Michigan
$823K +$85.2K +3,089 +11%
GAM
199
Gotham Asset Management
New York
$801K
BWP
200
Balboa Wealth Partners
Arizona
$798K +$808K +29,291 New