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Capital Group Short Duration Income ETF
CGSD

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
76
Oppenheimer & Co
New York
$1.84M +$90K +3,487 +5%
SCFS
77
Stewardship Concepts Financial Services
Washington
$1.81M +$1.41M +54,777 +350%
STA
78
Smith Thornton Advisors
Alabama
$1.73M – – –
NECFA
79
New England Capital Financial Advisors
Connecticut
$1.7M -$210K -8,129 -11%
SF
80
Summit Financial
New Jersey
$1.58M +$119K +4,592 +8%
WRPWM
81
Werba Rubin Papier Wealth Management
California
$1.48M -$91.6K -3,548 -6%
PIA
82
Perennial Investment Advisors
California
$1.43M -$55.7K -2,156 -4%
AAP
83
Arax Advisory Partners
Colorado
$1.42M +$899K +34,803 +169%
EH
84
Equitable Holdings
New York
$1.39M -$803K -31,095 -37%
MCM
85
MAI Capital Management
Ohio
$1.37M +$45K +1,742 +3%
WWM
86
Western Wealth Management
Colorado
$1.36M -$37.9K -1,466 -3%
SFGP
87
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.31M +$1.02M +39,556 +345%
PFS
88
Prospera Financial Services
Texas
$1.23M +$218K +8,425 +21%
SPIA
89
Steward Partners Investment Advisory
New York
$1.22M +$326K +12,622 +36%
DADC
90
D.A. Davidson & Co
Montana
$1.18M +$283K +10,948 +31%
IP
91
Indivisible Partners
Florida
$1.11M +$1.11M +42,992 New
ATPW
92
Ashton Thomas Private Wealth
Arizona
$1.1M +$854K +33,086 +339%
FFA
93
Founders Financial Alliance
North Carolina
$1.06M -$411K -15,925 -28%
IFG
94
Independent Financial Group
California
$1.05M +$142K +5,517 +16%
FWWM
95
Fiscal Wisdom Wealth Management
Connecticut
$1.04M +$1.04M +40,349 New
LWM
96
LongView Wealth Management
Georgia
$1.03M +$67K +2,596 +7%
CFD
97
Creative Financial Designs
Indiana
$1.02M +$790K +30,593 +341%
CWP
98
Cyndeo Wealth Partners
Florida
$1.01M +$43.9K +1,700 +5%
CA
99
CGN Advisors
Kansas
$1M +$263K +10,195 +35%
MA
100
Mutual Advisors
Nebraska
$996K +$443K +17,149 +79%
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