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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
LongView Wealth Management
Georgia
$1.4M +$728K +28,312 +107%
Mariner
52
Mariner
Kansas
$1.38M +$180K +7,006 +15%
STA
53
Smith Thornton Advisors
Alabama
$1.31M +$605K +23,540 +85%
BFG
54
Bleakley Financial Group
New Jersey
$1.25M +$34.6K +1,345 +3%
WWM
55
Western Wealth Management
Colorado
$1.07M +$133K +5,152 +14%
AAS
56
Ameritas Advisory Services
Nebraska
$1.03M -$894K -34,751 -46%
DAS
57
Dynamic Advisor Solutions
Arizona
$1.01M -$12.1K -471 -1%
AAS
58
Avantax Advisory Services
Texas
$1.01M -$707K -27,480 -41%
Truist Financial
59
Truist Financial
North Carolina
$971K +$183K +7,096 +23%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$952K -$25.7K -1,000 -3%
VA
61
Valmark Advisers
Ohio
$922K +$925K +35,960 New
MA
62
Mutual Advisors
Nebraska
$887K -$336K -13,079 -27%
BCA
63
Bay Colony Advisors
Massachusetts
$865K -$45.3K -1,763 -5%
IAA
64
Independent Advisor Alliance
North Carolina
$857K +$860K +33,428 New
BB
65
Burford Brothers
Texas
$808K -$155K -6,026 -16%
TWM
66
TCFG Wealth Management
California
$777K +$1.62K +63 +0.2%
HI
67
Harbour Investments
Wisconsin
$735K -$87.7K -3,411 -11%
ACA
68
Aptus Capital Advisors
Alabama
$735K -$20.6K -800 -3%
GWANC
69
Guardian Wealth Advisors (North Carolina)
North Carolina
$735K -$20.6K -800 -3%
PWM
70
Pines Wealth Management
North Carolina
$675K +$679K +26,387 New
DC
71
Davenport & Co
Virginia
$630K +$13.2K +515 +2%
SFGP
72
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$617K +$619K +24,076 New
CFGS
73
Concourse Financial Group Securities
Alabama
$574K +$74.1K +2,881 +15%
IFG
74
Independent Financial Group
California
$550K +$566 +22 +0.1%
BCM
75
Brookstone Capital Management
Illinois
$544K +$545K +21,207 New