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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Pines Wealth Management
North Carolina
$983K +$2.76K +107 +0.3%
WAM
102
WNY Asset Management
New York
$885K -$775K -30,001 -47%
CC
103
Clearwave Capital
California
$845K -$119K -4,601 -12%
DC
104
Davenport & Co
Virginia
$806K -$1.6K -62 -0.2%
TIA
105
TCFG Investment Advisors
California
$760K +$930 +36 +0.1%
BCI
106
Brinker Capital Investments
Pennsylvania
$753K -$556K -21,531 -42%
BCA
107
Bay Colony Advisors
Massachusetts
$698K +$3.1K +120 +0.4%
Citigroup
108
Citigroup
New York
$693K +$388K +15,040 +126%
DAS
109
Dynamic Advisor Solutions
Arizona
$686K -$52.9K -2,047 -7%
JCM
110
Jacobi Capital Management
Pennsylvania
$670K +$69K +2,671 +11%
GRP
111
Global Retirement Partners
California
$664K +$666K +25,801 New
TWM
112
Tortuga Wealth Management
California
$661K -$7.75K -300 -1%
ACM
113
Aurdan Capital Management
Pennsylvania
$631K +$1.6K +62 +0.3%
KW
114
KWB Wealth
California
$627K +$262K +10,153 +71%
BFG
115
Bleakley Financial Group
New Jersey
$623K -$117K -4,519 -16%
CFB
116
Cullen/Frost Bankers
Texas
$618K +$96.8K +3,748 +18%
KMWM
117
Keudell/Morrison Wealth Management
Oregon
$608K -$27.8K -1,076 -4%
ACA
118
Aptus Capital Advisors
Alabama
$588K +$332K +12,849 +128%
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
$588K +$332K +12,849 +128%
GWP
120
Gateway Wealth Partners
Wisconsin
$580K -$283K -10,946 -33%
BFA
121
Beacon Financial Advisory
Ohio
$572K +$195K +7,539 +51%
AP
122
Advisortrust Partners
North Carolina
$567K +$205K +7,957 +57%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$556K +$543K +21,011 +3,585%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$551K +$143K +5,535 +35%
BFS
125
Boyer Financial Services
California
$533K -$416K -16,125 -44%