We are live on ! Find out more
CGMU icon

Capital Group Municipal Income ETF
CGMU

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$497K – – –
AAS
77
Avantax Advisory Services
Texas
$489K +$116K +4,307 +31%
RFG
78
RFP Financial Group
Georgia
$477K +$476K +17,754 New
MHB
79
Midwest Heritage Bank
Iowa
$395K +$3K +112 +0.8%
BFA
80
Bill Few Associates
Pennsylvania
$367K – – –
PS
81
Principal Securities
Iowa
$367K – – –
PWA
82
Peterson Wealth Advisors
Utah
$352K +$352K +13,106 New
FHC
83
First Heartland Consultants
Missouri
$346K -$54.7K -2,040 -14%
BB
84
Burford Brothers
Texas
$345K – – –
CWS
85
Confluence Wealth Services
Pennsylvania
$343K +$343K +12,772 New
NFA
86
Northwest Financial Advisors
Virginia
$320K – – –
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$301K +$8.99K +335 +3%
AFA
88
American Financial Advisors
Georgia
$288K +$5.93K +221 +2%
IA
89
IFP Advisors
Florida
$287K +$75.9K +2,831 +36%
KPWS
90
Kestra Private Wealth Services
Texas
$286K +$66.3K +2,472 +30%
LWM
91
Lodestone Wealth Management
Washington
$286K -$43.1K -1,607 -13%
SPC
92
Sigma Planning Corp
Michigan
$274K -$64.9K -2,419 -19%
BA
93
Ballew Advisors
Mississippi
$258K – – –
WWM
94
Western Wealth Management
Colorado
$246K +$246K +9,160 New
SCM
95
Saxony Capital Management
Missouri
$245K +$245K +9,128 New
MSWM
96
McGlone Suttner Wealth Management
Wisconsin
$234K -$1.34M -49,775 -85%
VA
97
Valmark Advisers
Ohio
$231K +$231K +8,600 New
AFP
98
Ausdal Financial Partners
Iowa
$228K – – –
NFG
99
Nations Financial Group
Iowa
$223K +$6.71K +250 +3%
CA
100
CGN Advisors
Kansas
$220K +$17.1K +636 +8%
2 3
4
5 6