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Capital Group Short Duration Income ETF
CGSD

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
151
Private Trust Company
Ohio
$275K – – –
DWM
152
Diversify Wealth Management
Utah
$274K -$48.2K -1,867 -15%
DAS
153
Diversify Advisory Services
Utah
$274K +$275K +10,663 New
KA
154
Kercheville Advisors
Texas
$273K +$10.3K +400 +4%
OFS
155
OneAscent Financial Services
Alabama
$251K -$17.2K -666 -6%
FFA
156
Florida Financial Advisors
Florida
$250K +$251K +9,723 New
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$245K -$204K -7,907 -45%
PA
158
ProCore Advisors
California
$237K -$17.6K -680 -7%
PS
159
Principal Securities
Iowa
$231K +$232K +8,987 New
HTWM
160
Hartmann Taylor Wealth Management
Texas
$231K – – –
CL
161
CVFG LLC
Indiana
$227K +$19.2K +742 +9%
RIA
162
Rhodes Investment Advisors
Texas
$212K – – –
GFPC
163
Global Financial Private Client
Florida
$211K – – –
GPA
164
Garrison Point Advisors
California
$203K +$203K +7,880 New
JBA
165
Johnson Bixby & Associates
Washington
$200K – – –
HBW
166
Hazlett, Burt & Watson
West Virginia
$171K +$6.4K +248 +4%
BFS
167
Bare Financial Services
Pennsylvania
$168K – – –
AF
168
Allworth Financial
California
$159K +$491 +19 +0.3%
IA
169
IFG Advisory
Georgia
$157K +$158K +6,105 New
SWM
170
Spire Wealth Management
Virginia
$133K +$1.47K +57 +1%
SAM
171
Smartleaf Asset Management
Massachusetts
$131K – – –
CIAS
172
Capital Investment Advisory Services
North Carolina
$101K +$30K +1,160 +42%
AF
173
Advisornet Financial
Minnesota
$92.2K +$57.4K +2,223 +164%
AG
174
AmeriFlex Group
Nevada
$81.8K – – –
SIM
175
Synergy Investment Management
Florida
$74.6K – – –
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