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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$748K
WWM
52
Western Wealth Management
Colorado
$726K +$149K +5,884 +26%
SFS
53
Sowell Financial Services
Arkansas
$658K -$47K -1,852 -7%
SCM
54
Saxony Capital Management
Missouri
$563K +$562K +22,147 New
IFG
55
Independent Financial Group
California
$544K -$69.1K -2,720 -11%
NS
56
NBC Securities
Alabama
$505K -$10.1K -399 -2%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$494K +$493K +19,432 New
MOS
58
MGO One Seven
Ohio
$487K +$486K +19,150 New
DC
59
Davenport & Co
Virginia
$485K +$44.6K +1,756 +10%
AF
60
Allworth Financial
California
$468K +$183K +7,224 +65%
SFWC
61
Strategic Family Wealth Counselors
New Jersey
$448K +$447K +17,623 New
Jones Financial Companies
62
Jones Financial Companies
Missouri
$446K +$346K +13,612 +346%
PFS
63
Prospera Financial Services
Texas
$435K +$435K +17,123 New
LWM
64
LongView Wealth Management
Georgia
$416K +$415K +16,355 New
TC
65
Trilogy Capital
California
$375K +$92.7K +3,650 +33%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$373K +$1.09K +43 +0.3%
AFP
67
Ausdal Financial Partners
Iowa
$365K +$364K +14,352 New
CA
68
CGN Advisors
Kansas
$332K +$6.37K +251 +2%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$326K -$1.58M -62,335 -83%
TA
70
TrueWealth Advisors
Alabama
$286K +$286K +11,271 New
CFGS
71
Concourse Financial Group Securities
Alabama
$257K -$18.8K -740 -7%
OC
72
Oppenheimer & Co
New York
$221K
PS
73
Principal Securities
Iowa
$211K
DJSG
74
D.J. St. Germain
Massachusetts
$145K -$115K -4,524 -44%
WWP
75
WR Wealth Planners
Missouri
$136K -$4.44K -175 -3%