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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$12.2M +$1.7M +65,133 +16%
SFA
27
Souders Financial Advisors
Ohio
$11.9M +$550K +21,123 +5%
TF
28
Thayer Financial
North Carolina
$10.7M +$10.7M +412,745 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$10.1M +$9.16M +351,742 +948%
NA
30
NewEdge Advisors
Louisiana
$9.97M +$1.27M +48,852 +15%
CHWM
31
Cauble & Harre Wealth Management
Missouri
$9M +$9M +345,902 New
VA
32
Valmark Advisers
Ohio
$8.57M +$6.36M +244,156 +286%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$8.08M +$877K +33,681 +12%
P
34
&Partners
Tennessee
$7.61M +$5.33M +204,883 +229%
FMN
35
Financial Management Network
California
$7.02M +$975K +37,435 +16%
GVAG
36
Great Valley Advisor Group
Delaware
$6.95M -$1.61M -61,919 -19%
NECFA
37
New England Capital Financial Advisors
Connecticut
$6.73M -$244K -9,380 -3%
LWM
38
Lodestone Wealth Management
Washington
$6.12M +$1.31M +50,146 +27%
BEI
39
Benjamin Edwards Inc
Missouri
$5.49M +$682K +26,215 +14%
PIA
40
Petredis Investment Advisors
Pennsylvania
$5.46M +$953K +36,616 +21%
SEI Investments
41
SEI Investments
Pennsylvania
$4.8M +$2.01M +77,179 +72%
NAS
42
NWF Advisory Services
California
$4.4M -$272K -10,446 -6%
JHC
43
J. Hagan Capital
Kentucky
$4.29M +$652K +25,030 +18%
RIL
44
Rothschild Investment LLC
Illinois
$4.05M +$101K +3,867 +3%
SCM
45
SOL Capital Management
Maryland
$3.75M +$116K +4,460 +3%
EWA
46
EQ Wealth Advisors
Texas
$3.66M -$400K -15,376 -10%
EW
47
Entruity Wealth
California
$3.63M -$2.64M -101,307 -42%
SCM
48
Saxony Capital Management
Missouri
$3.53M +$906K +34,799 +34%
SA
49
Sovran Advisors
California
$3.49M -$169K -6,499 -5%
SG
50
StoneX Group
New York
$3.4M -$15.2K -585 -0.4%