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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$551K +$146K +5,596 +36%
USCWA
102
U.S. Capital Wealth Advisors
Texas
$536K +$288K +11,070 +116%
TWM
103
Tortuga Wealth Management
California
$528K +$528K +20,294 New
SMC
104
Smith, Moore & Co
Missouri
$524K -$70.8K -2,718 -12%
CA
105
Continuum Advisory
Idaho
$524K -$59.4K -2,282 -10%
JDLA
106
J. Derek Lewis & Associates
California
$517K +$517K +19,864 New
GRP
107
Global Retirement Partners
California
$513K
MCM
108
MAI Capital Management
Ohio
$508K +$468K +17,973 +1,168%
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$486K +$126K +4,841 +35%
ACM
110
Aurdan Capital Management
Pennsylvania
$485K +$963 +37 +0.2%
IA
111
IFP Advisors
Florida
$463K +$417K +16,028 +901%
SFWC
112
Strategic Family Wealth Counselors
New Jersey
$458K
PA
113
ProCore Advisors
California
$452K +$452K +17,365 New
AFP
114
Ausdal Financial Partners
Iowa
$426K -$26.9K -1,032 -6%
BCM
115
Brookstone Capital Management
Illinois
$410K -$227K -8,730 -36%
CFB
116
Cullen/Frost Bankers
Texas
$401K +$267K +10,259 +199%
BFA
117
Beacon Financial Advisory
Ohio
$393K +$34.5K +1,324 +10%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$386K +$386K +14,846 New
KW
119
KWB Wealth
California
$370K +$371K +14,232 New
IA
120
Integrity Alliance
Iowa
$366K +$366K +14,063 New
AP
121
Advisortrust Partners
North Carolina
$366K +$366K +14,063 New
NFG
122
Nations Financial Group
Iowa
$365K +$8.56K +329 +2%
GWP
123
Gateway Wealth Partners
Wisconsin
$348K +$109K +4,202 +46%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$348K -$286K -10,974 -45%
SPIA
125
Steward Partners Investment Advisory
New York
$317K +$152K +5,834 +92%