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Capital Group US Multi-Sector Income ETF
CGMS

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
201
Principal Securities
Iowa
$736K +$56.4K +2,044 +8%
FSBI
202
Fearless Solutions (Best Invest)
Texas
$732K -$55.1K -1,995 -7%
AOWM
203
Asset One Wealth Management
Washington
$730K -$188K -6,801 -20%
AC
204
AlphaCore Capital
California
$715K -$438K -15,856 -38%
IAS
205
Integrity Advisory Solutions
Texas
$708K -$2.76K -100 -0.4%
MCA
206
MSH Capital Advisors
Arizona
$671K +$7.73K +280 +1%
CC
207
Clearwave Capital
California
$667K +$5.49K +199 +0.8%
AI
208
Atria Investments
North Carolina
$664K -$11.1M -403,068 -94%
CWM
209
Cornerstone Wealth Management
Missouri
$658K +$184K +6,655 +38%
BWMG
210
Barnes Wealth Management Group
California
$651K +$660K +23,922 New
NF
211
Nikulski Financial
Iowa
$629K +$404K +14,625 +172%
RA
212
RFG Advisory
Alabama
$618K -$3.36M -121,684 -84%
CPL
213
CAP Partners LLC
Tennessee
$600K +$17.2K +623 +3%
FFAS
214
FIG Financial Advisory Services
Oklahoma
$598K +$606K +21,957 New
GWA
215
Gutierrez Wealth Advisory
Arkansas
$592K +$74.2K +2,687 +14%
RIS
216
Richmond Investment Services
Wisconsin
$578K +$97.9K +3,546 +20%
WIP
217
WealthCare Investment Partners
Rhode Island
$571K +$4.36K +158 +0.8%
SCA
218
Snowden Capital Advisors
New York
$565K +$552 +20 +0.1%
CFG
219
Cooper Financial Group
California
$565K +$6.73K +244 +1%
BAG
220
Bridgewealth Advisory Group
California
$559K +$111K +4,033 +24%
ACM
221
Aurdan Capital Management
Pennsylvania
$550K +$64K +2,318 +13%
MSWM
222
McGlone Suttner Wealth Management
Wisconsin
$547K – – –
CA
223
Calton & Associates
Florida
$545K -$339K -12,284 -38%
BIG
224
Brookwood Investment Group
Arizona
$541K +$160K +5,785 +41%
MWM
225
Modern Wealth Management
Kansas
$540K +$59.9K +2,170 +12%
7 8
9
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