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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
$326M +$50.1M +1,807,429 +18%
Morgan Stanley
2
Morgan Stanley
New York
$181M +$25.3M +911,416 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$150M +$32M +1,155,945 +27%
Raymond James Financial
4
Raymond James Financial
Florida
$120M +$9.98M +360,166 +9%
Wells Fargo
5
Wells Fargo
California
$104M +$26.8M +966,965 +35%
UBS Group
6
UBS Group
Switzerland
$97.8M +$32.2M +1,162,393 +49%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$85.5M +$10.8M +388,975 +14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$76.6M +$9.92M +357,831 +15%
GVAG
9
Great Valley Advisor Group
Delaware
$73.7M +$14M +505,268 +23%
CA
10
Capital Advantage
California
$60.2M +$1.69M +60,898 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$58.5M +$9.48M +342,242 +19%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$46.4M -$4.35M -156,982 -9%
BPA
13
Beacon Pointe Advisors
California
$41.8M +$29.9M +1,078,569 +252%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$38M +$988K +35,665 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$33.8M +$9.65M +348,358 +40%
Stifel Financial
16
Stifel Financial
Missouri
$32.9M -$1.52M -54,797 -4%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$29.9M +$6.46M +233,265 +28%
MML Investors Services
18
MML Investors Services
Massachusetts
$29.7M +$4.85M +174,965 +20%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$25.7M -$71.8K -2,591 -0.3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$25.3M +$7.12M +256,912 +39%
BWP
21
BlueStem Wealth Partners
Minnesota
$23.2M +$2.48M +89,591 +12%
TA
22
TrueWealth Advisors
Alabama
$22.2M +$534K +19,283 +2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$21.5M +$2.42M +87,174 +13%
WAS
24
Winch Advisory Services
Wisconsin
$20.8M +$268K +9,672 +1%
TA
25
TruWealth Advisors
Louisiana
$20.3M +$934K +33,718 +5%