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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$444K -$38.3K -1,473 -8%
CA
127
Continuum Advisory
Idaho
$443K -$77.8K -2,992 -15%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$434K +$438K +16,837 New
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$410K +$413K +15,882 New
SMC
130
Smith, Moore & Co
Missouri
$409K -$112K -4,293 -21%
SCFS
131
Stewardship Concepts Financial Services
Washington
$404K +$408K +15,671 New
BCM
132
Brookstone Capital Management
Illinois
$389K -$17.2K -661 -4%
NFG
133
Nations Financial Group
Iowa
$388K +$26.1K +1,004 +7%
BFA
134
Beacon Financial Advisory
Ohio
$379K -$11.6K -445 -3%
KW
135
KWB Wealth
California
$370K
AP
136
Advisortrust Partners
North Carolina
$363K
AssetMark Inc
137
AssetMark Inc
California
$362K +$51.4K +1,978 +16%
CFG
138
Compton Financial Group
Maryland
$359K +$362K +13,914 New
CIA
139
Concurrent Investment Advisors
Florida
$351K +$354K +13,611 New
AWA
140
Arkadios Wealth Advisors
Georgia
$329K +$20.8K +801 +7%
DWM
141
Diversify Wealth Management
Utah
$324K +$326K +12,530 New
Citigroup
142
Citigroup
New York
$307K +$309K +11,900 New
SFGP
143
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$296K -$17.2K -662 -5%
AI
144
Atria Investments
North Carolina
$293K +$295K +11,346 New
GFA
145
Gallagher Fiduciary Advisors
Illinois
$289K +$292K +11,221 New
SWP
146
Stratos Wealth Partners
Ohio
$286K +$288K +11,092 New
PTC
147
Private Trust Company
Ohio
$276K +$207K +7,956 +291%
SGI
148
Summit Global Investments
Utah
$274K +$276K +10,624 New
OFS
149
OneAscent Financial Services
Alabama
$269K +$271K +10,422 New
KA
150
Kercheville Advisors
Texas
$264K +$39K +1,500 +17%