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Capital Group US Multi-Sector Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$275M +$47.9M +1,768,047 +22%
Morgan Stanley
2
Morgan Stanley
New York
$155M -$9.44M -348,132 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M +$16.5M +607,801 +17%
Raymond James Financial
4
Raymond James Financial
Florida
$110M -$720K -26,553 -0.7%
Wells Fargo
5
Wells Fargo
California
$76.8M +$8.74M +322,629 +13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$74.3M +$11.6M +429,051 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$66.3M +$7.59M +280,078 +13%
UBS Group
8
UBS Group
Switzerland
$65.3M +$6.66M +245,858 +12%
GVAG
9
Great Valley Advisor Group
Delaware
$59.4M +$2.71M +99,824 +5%
CA
10
Capital Advantage
California
$58.2M +$57.1M +2,108,316 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$50.4M +$198K +7,301 +0.4%
Osaic Holdings
12
Osaic Holdings
Arizona
$48.9M +$11.1M +410,734 +30%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$36.8M +$4.6M +169,906 +15%
Stifel Financial
14
Stifel Financial
Missouri
$34.3M +$6.77M +249,886 +25%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$25.7M +$20.5M +757,795 +442%
MML Investors Services
16
MML Investors Services
Massachusetts
$24.7M +$3.8M +140,156 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24.1M +$2.89M +106,592 +14%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$23.1M +$3.58M +131,975 +19%
TA
19
TrueWealth Advisors
Alabama
$21.5M +$1.26M +46,354 +6%
BWP
20
BlueStem Wealth Partners
Minnesota
$20.7M +$1.16M +42,691 +6%
Mariner
21
Mariner
Kansas
$20.5M +$520K +19,181 +3%
WAS
22
Winch Advisory Services
Wisconsin
$20.5M +$232K +8,542 +1%
TA
23
TruWealth Advisors
Louisiana
$19.3M +$2.36M +86,915 +14%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$19M +$275K +10,157 +1%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$18.1M +$9.35M +344,993 +112%