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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
TCFG Wealth Management
California
$761K -$24.3K -936 -3%
TIA
102
TCFG Investment Advisors
California
$761K +$768K +29,518 New
CA
103
CGN Advisors
Kansas
$744K +$137K +5,282 +22%
BFG
104
Bleakley Financial Group
New Jersey
$741K -$35.2K -1,354 -5%
DAS
105
Dynamic Advisor Solutions
Arizona
$740K +$9.54K +367 +1%
BCA
106
Bay Colony Advisors
Massachusetts
$697K +$59.8K +2,301 +9%
CPA
107
Capital Planning Advisors
California
$677K
TWM
108
Tortuga Wealth Management
California
$670K +$148K +5,699 +28%
BB
109
Burford Brothers
Texas
$661K +$58.4K +2,245 +10%
KMWM
110
Keudell/Morrison Wealth Management
Oregon
$637K +$643K +24,716 New
ACM
111
Aurdan Capital Management
Pennsylvania
$631K +$151K +5,801 +31%
Goldman Sachs
112
Goldman Sachs
New York
$622K +$627K +24,116 New
RFG
113
RFP Financial Group
Georgia
$609K -$20.1M -773,506 -97%
JCM
114
Jacobi Capital Management
Pennsylvania
$603K +$608K +23,366 New
MA
115
Mutual Advisors
Nebraska
$556K -$57.1K -2,194 -9%
ASN
116
Advisory Services Network
Georgia
$549K +$554K +21,292 New
AAP
117
Arax Advisory Partners
Colorado
$530K +$266K +10,248 +100%
CFB
118
Cullen/Frost Bankers
Texas
$523K +$126K +4,854 +31%
SFS
119
Sowell Financial Services
Arkansas
$506K -$54.6K -2,101 -10%
JDLA
120
J. Derek Lewis & Associates
California
$484K -$28.1K -1,079 -5%
USCWA
121
U.S. Capital Wealth Advisors
Texas
$480K -$52K -2,000 -10%
EPW
122
Endeavor Private Wealth
Kansas
$468K +$472K +18,132 New
SFWC
123
Strategic Family Wealth Counselors
New Jersey
$454K
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$449K +$66.9K +2,574 +17%
AFP
125
Ausdal Financial Partners
Iowa
$449K +$26.7K +1,028 +6%