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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
76
Cyndeo Wealth Partners
Florida
$856K +$17.5K +678 +2%
PAS
77
Parsonex Advisory Services
Colorado
$854K +$851K +32,925 New
MA
78
Mutual Advisors
Nebraska
$798K -$38.4K -1,486 -5%
GRP
79
Global Retirement Partners
California
$773K +$770K +29,810 New
PWM
80
Pines Wealth Management
North Carolina
$770K +$105K +4,077 +16%
CFS
81
Cannon Financial Strategists
Georgia
$752K +$749K +28,998 New
FA
82
Freestate Advisors
Kansas
$748K +$495K +19,163 +198%
IFG
83
Independent Financial Group
California
$746K +$439 +17 +0.1%
ACA
84
Aptus Capital Advisors
Alabama
$743K
GWANC
85
Guardian Wealth Advisors (North Carolina)
North Carolina
$743K
PIA
86
Perennial Investment Advisors
California
$741K +$84.7K +3,280 +13%
BB
87
Burford Brothers
Texas
$719K -$45.9K -1,776 -6%
RA
88
RFG Advisory
Alabama
$700K +$43K +1,664 +7%
LWM
89
LongView Wealth Management
Georgia
$678K -$749K -28,982 -53%
RFG
90
RFP Financial Group
Georgia
$662K -$88K -3,405 -12%
CWM
91
Congress Wealth Management
Massachusetts
$658K +$52.5K +2,034 +9%
BCM
92
Brookstone Capital Management
Illinois
$658K +$174K +6,718 +36%
BCA
93
Bay Colony Advisors
Massachusetts
$652K -$203K -7,869 -24%
DC
94
Davenport & Co
Virginia
$624K +$8.29K +321 +1%
SWP
95
Stratos Wealth Partners
Ohio
$602K +$600K +23,223 New
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$592K +$74.5K +2,882 +14%
WIA
97
World Investment Advisors
California
$550K +$342K +13,227 +166%
CA
98
Continuum Advisory
Idaho
$549K -$32K -1,239 -6%
MFG
99
Merit Financial Group
Georgia
$530K +$528K +20,427 New
MCA
100
MSH Capital Advisors
Arizona
$496K +$292K +11,297 +144%