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Capital Group Municipal Income ETF
CGMU

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$407K +$287K +10,549 +232%
PWA
127
Peterson Wealth Advisors
Utah
$393K +$23.6K +867 +6%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$392K +$56.8K +2,088 +17%
CWP
129
Cyndeo Wealth Partners
Florida
$390K +$1.14K +42 +0.3%
SCM
130
Saxony Capital Management
Missouri
$377K – – –
NL
131
NWAM LLC
Washington
$375K +$378K +13,912 New
WWM
132
Western Wealth Management
Colorado
$372K +$76.4K +2,809 +25%
BFA
133
Bill Few Associates
Pennsylvania
$368K – – –
JBA
134
Johnson Bixby & Associates
Washington
$358K -$66.9K -2,461 -16%
FHC
135
First Heartland Consultants
Missouri
$354K -$2.8K -103 -0.8%
NFA
136
Northwest Financial Advisors
Virginia
$346K +$24.7K +910 +8%
SPC
137
Sigma Planning Corp
Michigan
$341K +$17.9K +658 +5%
DC
138
Davenport & Co
Virginia
$329K +$95.1K +3,498 +40%
DJSG
139
D.J. St. Germain
Massachusetts
$328K – – –
AAS
140
Ameritas Advisory Services
Nebraska
$321K +$66.1K +2,433 +26%
LWM
141
Lodestone Wealth Management
Washington
$319K -$8.75K -322 -3%
GRP
142
Global Retirement Partners
California
$317K +$105K +3,868 +49%
GWP
143
Gateway Wealth Partners
Wisconsin
$310K +$74.4K +2,738 +31%
PFS
144
Prospera Financial Services
Texas
$307K +$54K +1,986 +21%
SFG
145
Seamount Financial Group
Colorado
$303K +$306K +11,267 New
IAIM
146
International Assets Investment Management
Florida
$299K +$302K +11,103 New
IA
147
IFP Advisors
Florida
$290K +$1.22K +45 +0.4%
FIM
148
Freedom Investment Management
Connecticut
$289K +$10.4K +382 +4%
KFGK
149
Keystone Financial Group (Kentucky)
Kentucky
$280K +$65.3K +2,402 +30%
LFAS
150
Level Four Advisory Services
Texas
$270K – – –
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6
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