We are live on ! Find out more
CGSD icon

Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$13.8M +$2.45M +94,704 +21%
SFA
27
Souders Financial Advisors
Ohio
$13.6M +$949K +36,740 +7%
TF
28
Thayer Financial
North Carolina
$11.9M +$590K +22,843 +5%
CCA
29
Conservest Capital Advisors
Pennsylvania
$11.8M +$3M +116,001 +34%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$10.9M -$878K -34,014 -7%
P
31
&Partners
Tennessee
$10.4M +$1.39M +53,975 +15%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$9.58M +$928K +35,921 +11%
WSA
33
Wealth Science Advisors
Georgia
$9.06M +$6.87M +266,227 +309%
CHWM
34
Cauble & Harre Wealth Management
Missouri
$8.77M -$46.3K -1,793 -0.5%
KIM
35
Kestra Investment Management
Texas
$8.65M +$2.48M +95,930 +40%
LWM
36
Lodestone Wealth Management
Washington
$8.47M +$1.86M +71,991 +28%
GVAG
37
Great Valley Advisor Group
Delaware
$7.39M +$1.11M +43,060 +18%
PAG
38
Private Advisor Group
New Jersey
$7.19M -$6.23M -241,393 -46%
SEI Investments
39
SEI Investments
Pennsylvania
$7.1M +$1.35M +52,345 +23%
KAS
40
Kestra Advisory Services
Texas
$5.86M +$306K +11,865 +5%
CA
41
COFG Advisors
Illinois
$5.76M +$5.78M +223,903 New
PIA
42
Petredis Investment Advisors
Pennsylvania
$5.59M +$623K +24,119 +12%
RMP
43
Richards, Merrill & Peterson
Washington
$5.1M +$294K +11,369 +6%
Cerity Partners
44
Cerity Partners
New York
$4.78M -$11.7K -453 -0.2%
FMN
45
Financial Management Network
California
$4.48M -$2.8M -108,279 -38%
RIL
46
Rothschild Investment LLC
Illinois
$4.41M +$60.3K +2,336 +1%
JHC
47
J. Hagan Capital
Kentucky
$4.37M +$217K +8,400 +5%
NAS
48
NWF Advisory Services
California
$4.22M -$23.9K -924 -0.6%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$4.13M -$146K -5,656 -3%
SA
50
Sovran Advisors
California
$3.79M +$370K +14,317 +11%