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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
201
GPS Wealth Strategies Group
Colorado
$434K +$18K +650 +4%
GFPC
202
Global Financial Private Client
Florida
$433K
IPA
203
Investment Planning Advisors
Georgia
$428K -$66.8K -2,409 -14%
BCM
204
Brookstone Capital Management
Illinois
$426K -$32.3K -1,167 -7%
IFG
205
Independent Financial Group
California
$409K -$7.37K -266 -2%
SWM
206
Spire Wealth Management
Virginia
$406K +$20.6K +744 +5%
MHB
207
Midwest Heritage Bank
Iowa
$405K +$103K +3,730 +34%
BIG
208
Brookwood Investment Group
Arizona
$390K
AWA
209
Arkadios Wealth Advisors
Georgia
$369K +$6.98K +252 +2%
MA
210
Mutual Advisors
Nebraska
$355K +$32.1K +1,160 +10%
PAS
211
Parsonex Advisory Services
Colorado
$355K +$354K +12,785 New
KCP
212
Kera Capital Partners
California
$352K
CWM
213
Cornerstone Wealth Management
Missouri
$348K +$33.7K +1,217 +11%
HighTower Advisors
214
HighTower Advisors
Illinois
$347K -$125K -4,497 -26%
KA
215
Klingman & Associates
New York
$344K
CCFM
216
Clear Creek Financial Management
Washington
$343K -$21.4K -774 -6%
FA
217
Freestate Advisors
Kansas
$333K +$53.8K +1,941 +19%
SIS
218
Strategic Investment Solutions
Illinois
$332K +$152K +5,500 +85%
TWM
219
Tradition Wealth Management
Minnesota
$330K +$13.9K +500 +4%
SWP
220
Sagespring Wealth Partners
Tennessee
$322K +$116K +4,192 +57%
RCG
221
Regatta Capital Group
California
$320K +$35.7K +1,290 +13%
EWA
222
EverSource Wealth Advisors
Alabama
$320K +$6.54K +236 +2%
SFS
223
Security Financial Services
Indiana
$318K +$111K +3,991 +53%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$314K +$55.4K +2,000 +22%
BFA
225
Beacon Financial Advisory
Ohio
$310K +$471 +17 +0.2%