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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$964K
BFG
77
Bleakley Financial Group
New Jersey
$917K -$76.4K -2,938 -8%
CWP
78
Cyndeo Wealth Partners
Florida
$900K +$42.4K +1,632 +5%
PIA
79
Perennial Investment Advisors
California
$882K +$140K +5,394 +19%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$843K +$250K +9,619 +42%
PAS
81
Parsonex Advisory Services
Colorado
$830K -$25.7K -989 -3%
SFS
82
Sowell Financial Services
Arkansas
$829K -$33.5K -1,291 -4%
TWM
83
TCFG Wealth Management
California
$827K -$134K -5,155 -14%
PWM
84
Pines Wealth Management
North Carolina
$783K +$9.95K +383 +1%
CFS
85
Cannon Financial Strategists
Georgia
$756K +$2.86K +110 +0.4%
IFG
86
Independent Financial Group
California
$747K +$468 +18 +0.1%
ACA
87
Aptus Capital Advisors
Alabama
$744K
GWANC
88
Guardian Wealth Advisors (North Carolina)
North Carolina
$744K
BB
89
Burford Brothers
Texas
$699K -$21K -807 -3%
EFH
90
Eaton Financial Holdings
Florida
$697K +$697K +26,813 New
SWP
91
Stratos Wealth Partners
Ohio
$692K +$88.5K +3,407 +15%
DC
92
Davenport & Co
Virginia
$655K +$30.2K +1,161 +5%
BCA
93
Bay Colony Advisors
Massachusetts
$639K -$14.6K -561 -2%
BCM
94
Brookstone Capital Management
Illinois
$636K -$23.2K -891 -4%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$633K +$633K +24,352 New
MA
96
Mutual Advisors
Nebraska
$619K -$182K -6,999 -23%
SMC
97
Smith, Moore & Co
Missouri
$594K +$594K +22,875 New
CA
98
Continuum Advisory
Idaho
$583K +$32.5K +1,252 +6%
OHWA
99
Oak Hill Wealth Advisors
Virginia
$564K +$564K +21,708 New
GRP
100
Global Retirement Partners
California
$512K -$262K -10,100 -34%