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Capital Group Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
ProCore Advisors
California
$337K +$337K +12,320 New
MCA
252
MSH Capital Advisors
Arizona
$333K -$5.89K -215 -2%
KWM
253
Kingsview Wealth Management
Oregon
$318K +$88.1K +3,219 +38%
HH
254
Hilltop Holdings
Texas
$318K +$318K +11,603 New
NLWP
255
Next Level Wealth Planning
Idaho
$301K +$98.8K +3,608 +49%
GM
256
GeoWealth Management
Illinois
$296K +$52.5K +1,919 +22%
CA
257
CGN Advisors
Kansas
$294K +$1.15K +42 +0.4%
BA
258
Ballew Advisors
Mississippi
$290K +$27.4K +1,000 +10%
BB
259
Burford Brothers
Texas
$279K +$279K +10,196 New
LFAS
260
Level Four Advisory Services
Texas
$275K
JKA
261
Jones Kertz & Associates
Minnesota
$271K +$271K +9,897 New
VW
262
Vantus Wealth
Pennsylvania
$266K +$266K +9,725 New
KA
263
Kovack Advisors
Florida
$266K +$266K +9,715 New
AP
264
Advisortrust Partners
North Carolina
$257K +$257K +9,392 New
RMP
265
Richards, Merrill & Peterson
Washington
$244K +$27.4K +1,000 +13%
CCM
266
Charter Capital Management
Wisconsin
$243K
DWM
267
Diversify Wealth Management
Utah
$233K +$231K +8,442 New
SN
268
Sittner & Nelson
Oregon
$222K +$219K +8,000 New
GHA
269
Good Harbor Advisors
Massachusetts
$219K +$219K +8,000 New
MGIA
270
Moneta Group Investment Advisors
Missouri
$218K -$28.3K -1,034 -11%
SCM
271
Saxony Capital Management
Missouri
$204K -$150K -5,467 -42%
RIL
272
Rothschild Investment LLC
Illinois
$198K
FP
273
Financial Perspectives
Minnesota
$191K +$37.5K +1,368 +24%
US Bancorp
274
US Bancorp
Minnesota
$180K +$10.5K +384 +6%
QCG
275
Quadrant Capital Group
Ohio
$166K +$166K +6,047 New