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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Modern Wealth Management
Kansas
$316K +$106K +3,857 +50%
TWM
202
Tradition Wealth Management
Minnesota
$314K
HighTower Advisors
203
HighTower Advisors
Illinois
$305K +$37.8K +1,376 +14%
BFA
204
Beacon Financial Advisory
Ohio
$302K +$2.03K +74 +0.7%
IAS
205
Insigneo Advisory Services
Florida
$293K
CWM
206
Cornerstone Wealth Management
Missouri
$280K +$28.1K +1,023 +11%
LA
207
LexAurum Advisors
Kansas
$278K +$61.1K +2,227 +28%
AFA
208
AA Financial Advisors
Ohio
$270K
BWP
209
Balboa Wealth Partners
Arizona
$269K +$270K +9,852 New
IFG
210
Independent Financial Group
California
$232K +$233K +8,504 New
IA
211
IFG Advisory
Georgia
$225K +$227K +8,255 New
MHB
212
Midwest Heritage Bank
Iowa
$221K
OLA
213
Oliver Luxxe Assets
New Jersey
$218K +$220K +8,000 New
JBA
214
Johnson Bixby & Associates
Washington
$215K
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$214K +$60.4K +2,200 +39%
WWM
216
Western Wealth Management
Colorado
$209K +$210K +7,649 New
OWA
217
Opal Wealth Advisors
New York
$199K +$200K +7,277 New
HCP
218
Hexagon Capital Partners
Arkansas
$195K
CIAS
219
Capital Investment Advisory Services
North Carolina
$193K +$18.8K +685 +11%
SIS
220
Strategic Investment Solutions
Illinois
$177K +$103K +3,765 +139%
US Bancorp
221
US Bancorp
Minnesota
$143K +$144K +5,229 New
AssetMark Inc
222
AssetMark Inc
California
$135K +$136K +4,952 New
ACA
223
Aptus Capital Advisors
Alabama
$86.8K +$87.2K +3,178 New
VWWMG
224
Vermillion & White Wealth Management Group
Pennsylvania
$85.4K +$85.8K +3,127 New
Bank of America
225
Bank of America
North Carolina
$84.9K +$85.4K +3,111 New