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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$194M +$17.2M +666,719 +10%
LPL Financial
2
LPL Financial
California
$194M +$17.3M +668,447 +10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$68.5M +$4.51M +174,498 +7%
Wells Fargo
4
Wells Fargo
California
$65.3M +$7.49M +290,017 +13%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$61.3M +$16.8M +649,411 +38%
CGPCS
6
Capital Group Private Client Services
California
$60.4M -$1.09M -42,213 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$59.6M -$2.17M -84,024 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$56.5M +$7.12M +275,849 +14%
MFG
9
Merit Financial Group
Georgia
$51.6M +$603K +23,345 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$41.6M +$2.26M +87,705 +6%
BEI
11
Benjamin Edwards Inc
Missouri
$41.6M +$43K +1,665 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$40.3M +$9.68M +374,852 +31%
Raymond James Financial
13
Raymond James Financial
Florida
$39M +$4.19M +162,148 +12%
WTFG
14
Wood Tarver Financial Group
Idaho
$36.6M -$2.13M -82,410 -5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$35.3M +$4.39M +169,879 +14%
KPWS
16
Kestra Private Wealth Services
Texas
$35M +$19.2M +744,221 +121%
Stifel Financial
17
Stifel Financial
Missouri
$34.7M +$12.4M +479,314 +55%
UBS Group
18
UBS Group
Switzerland
$33.1M +$313K +12,104 +0.9%
BAG
19
Bridgewealth Advisory Group
California
$29.1M +$2.53M +97,921 +9%
WC
20
Waterloo Capital
Texas
$18.3M +$18.3M +710,000 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$16.6M +$1.48M +57,185 +10%
MML Investors Services
22
MML Investors Services
Massachusetts
$15.9M +$4.02M +155,544 +34%
IA
23
IAM Advisory
Pennsylvania
$14.9M +$306K +11,833 +2%
LC
24
Landaas & Company
Wisconsin
$14.7M -$265K -10,268 -2%
VA
25
Valmark Advisers
Ohio
$14M +$1.43M +55,554 +11%