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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
201
M.E. Allison & Co
Texas
$963K +$2.06K +75 +0.2%
PWM
202
Pines Wealth Management
North Carolina
$959K +$2.75K +100 +0.3%
IA
203
IFG Advisory
Georgia
$958K +$963K +35,046 New
TBF
204
True Blue Financial
Michigan
$948K +$122K +4,448 +15%
ASN
205
Advisory Services Network
Georgia
$944K +$108K +3,941 +13%
UPS
206
UHLMANN PRICE SECURITIES
Illinois
$937K +$58.4K +2,126 +7%
SPC
207
Sigma Planning Corp
Michigan
$932K -$64.8K -2,356 -6%
FFA
208
Farther Finance Advisors
California
$929K +$774K +28,146 +482%
BWP
209
Balboa Wealth Partners
Arizona
$923K +$124K +4,498 +15%
WW
210
Waterfront Wealth
Kansas
$915K +$77.8K +2,831 +9%
FHA
211
Flagship Harbor Advisors
Massachusetts
$890K +$498K +18,124 +125%
DWP
212
Daymark Wealth Partners
Ohio
$876K +$11.3K +410 +1%
LWA
213
Lantern Wealth Advisors
New York
$850K -$103K -3,742 -11%
BB
214
Burford Brothers
Texas
$846K -$55 -2 -0%
Renaissance Technologies
215
Renaissance Technologies
New York
$844K +$849K +30,900 New
RA
216
RFG Advisory
Alabama
$839K +$220K +8,017 +35%
TAM
217
Titleist Asset Management
Texas
$817K +$282K +10,252 +52%
MW
218
Merited Wealth
Florida
$800K -$1.23M -44,682 -60%
KFP
219
KMG Fiduciary Partners
Ohio
$785K -$10.2M -369,409 -93%
PS
220
Principal Securities
Iowa
$781K +$42.9K +1,561 +6%
NF
221
Nikulski Financial
Iowa
$773K +$142K +5,163 +22%
BWMG
222
Barnes Wealth Management Group
California
$767K +$114K +4,159 +17%
AWA
223
Arkadios Wealth Advisors
Georgia
$751K -$371K -13,484 -33%
MWM
224
Modern Wealth Management
Kansas
$743K +$203K +7,395 +37%
IAS
225
Integrity Advisory Solutions
Texas
$727K +$16.3K +593 +2%