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Capital Group Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
Cyndeo Wealth Partners
Florida
$397K +$394K +14,454 New
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$384K +$382K +14,000 New
SCM
103
Saxony Capital Management
Missouri
$384K +$132K +4,858 +53%
PWA
104
Peterson Wealth Advisors
Utah
$377K +$16.9K +620 +5%
NFG
105
Nations Financial Group
Iowa
$376K +$147K +5,400 +65%
BFA
106
Bill Few Associates
Pennsylvania
$375K
FHC
107
First Heartland Consultants
Missouri
$363K +$9.89K +363 +3%
HIM
108
Hanlon Investment Management
New Jersey
$356K +$353K +12,963 New
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$343K +$34.8K +1,275 +11%
DJSG
110
D.J. St. Germain
Massachusetts
$334K +$163K +5,977 +96%
LWM
111
Lodestone Wealth Management
Washington
$334K +$41.1K +1,507 +14%
SPC
112
Sigma Planning Corp
Michigan
$330K +$49.6K +1,819 +18%
NFA
113
Northwest Financial Advisors
Virginia
$327K
Jane Street
114
Jane Street
New York
$306K +$303K +11,126 New
WWM
115
Western Wealth Management
Colorado
$303K +$50.9K +1,866 +20%
BJL
116
Brighton Jones LLC
Washington
$296K +$294K +10,780 New
IA
117
IFP Advisors
Florida
$295K +$900 +33 +0.3%
NA
118
NewEdge Advisors
Louisiana
$292K +$69.6K +2,553 +32%
FIM
119
Freedom Investment Management
Connecticut
$284K +$282K +10,345 New
LFAS
120
Level Four Advisory Services
Texas
$271K +$274K +10,039 New
BA
121
Ballew Advisors
Mississippi
$261K
AAS
122
Ameritas Advisory Services
Nebraska
$260K +$259K +9,483 New
PFS
123
Prospera Financial Services
Texas
$258K +$256K +9,409 New
FAIM
124
Financial Advocates Investment Management
Washington
$257K +$255K +9,356 New
BB
125
Burford Brothers
Texas
$243K -$109K -4,015 -31%