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Capital Group US Multi-Sector Income ETF
CGMS

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$89.1M +$35.9M +1,305,032 +69%
Morgan Stanley
2
Morgan Stanley
New York
$70M +$34.3M +1,248,002 +99%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$53.6M +$13.7M +498,389 +35%
Osaic Holdings
4
Osaic Holdings
Arizona
$47.9M +$12M +437,580 +34%
GVAG
5
Great Valley Advisor Group
Delaware
$46.5M +$45.9M +1,669,435 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$42.6M +$8.82M +320,620 +26%
Wells Fargo
7
Wells Fargo
California
$38.1M +$18.1M +656,454 +92%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$36.5M +$10.9M +397,627 +43%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$36M +$13.2M +479,500 +59%
UBS Group
10
UBS Group
Switzerland
$26.6M +$7.86M +285,548 +43%
RJA
11
Raymond James & Associates
Florida
$18M +$2.03M +73,931 +13%
TA
12
TrueWealth Advisors
Alabama
$16.8M +$2.08M +75,594 +14%
WAS
13
Winch Advisory Services
Wisconsin
$16M +$177K +6,449 +1%
SI
14
Stephens Inc
Arkansas
$15.3M +$105K +3,816 +0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15M +$3.67M +133,485 +33%
Stifel Financial
16
Stifel Financial
Missouri
$13.9M +$11.2M +407,858 +453%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$13.8M +$3.08M +111,918 +29%
RWA
18
Redhawk Wealth Advisors
Minnesota
$13.2M +$763K +27,722 +6%
DC
19
DeDora Capital
California
$11.9M +$11.7M +426,921 New
MML Investors Services
20
MML Investors Services
Massachusetts
$11.6M +$1.9M +68,972 +20%
AWS
21
Atria Wealth Solutions
New York
$11.6M +$5.08M +184,753 +80%
TA
22
TruWealth Advisors
Louisiana
$9.98M +$1.79M +65,235 +22%
PFS
23
Prospera Financial Services
Texas
$9.88M +$5.48M +199,168 +128%
VA
24
Valmark Advisers
Ohio
$9.29M +$303K +11,024 +3%
PAG
25
Private Advisor Group
New Jersey
$8.99M +$6.53M +237,379 +278%
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