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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
76
Confluence Wealth Services
Pennsylvania
$1.06M +$40.4K +1,552 +4%
CC
77
Clearwave Capital
California
$968K +$969K +37,207 New
EH
78
Equitable Holdings
New York
$933K +$460K +17,656 +97%
IFG
79
Independent Financial Group
California
$919K +$171K +6,578 +23%
CWP
80
Cyndeo Wealth Partners
Florida
$885K -$16.5K -633 -2%
LWM
81
LongView Wealth Management
Georgia
$880K -$196K -7,521 -18%
EFH
82
Eaton Financial Holdings
Florida
$837K +$140K +5,368 +20%
PWM
83
Pines Wealth Management
North Carolina
$807K +$23.3K +896 +3%
TWM
84
TCFG Wealth Management
California
$792K -$35.6K -1,368 -4%
BFG
85
Bleakley Financial Group
New Jersey
$782K -$136K -5,212 -15%
Cerity Partners
86
Cerity Partners
New York
$770K +$770K +29,596 New
CFS
87
Cannon Financial Strategists
Georgia
$766K +$9.11K +350 +1%
MW
88
Merited Wealth
Florida
$766K +$766K +29,443 New
ACA
89
Aptus Capital Advisors
Alabama
$745K
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$745K
BFS
91
Boyer Financial Services
California
$742K +$743K +28,549 New
DC
92
Davenport & Co
Virginia
$739K +$83K +3,189 +13%
DAS
93
Dynamic Advisor Solutions
Arizona
$737K -$737K -28,328 -50%
CPA
94
Capital Planning Advisors
California
$683K +$683K +26,242 New
BCA
95
Bay Colony Advisors
Massachusetts
$643K +$3.12K +120 +0.5%
MA
96
Mutual Advisors
Nebraska
$618K +$911 +35 +0.1%
CA
97
CGN Advisors
Kansas
$613K +$225K +8,649 +58%
BB
98
Burford Brothers
Texas
$608K -$92.5K -3,552 -13%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$569K +$569K +21,868 New
SFS
100
Sowell Financial Services
Arkansas
$565K -$265K -10,193 -32%