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Capital Group Short Duration Income ETF
CGSD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$261K +$17.8K +684 +7%
ACA
152
Aptus Capital Advisors
Alabama
$258K -$485K -18,650 -65%
GWANC
153
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K -$485K -18,650 -65%
PA
154
ProCore Advisors
California
$255K -$194K -7,465 -43%
ATPW
155
Ashton Thomas Private Wealth
Arizona
$252K – – –
AWM
156
AE Wealth Management
Kansas
$250K +$252K +9,687 New
CFD
157
Creative Financial Designs
Indiana
$231K +$127K +4,891 +120%
HTWM
158
Hartmann Taylor Wealth Management
Texas
$231K +$233K +8,950 New
RIA
159
Rhodes Investment Advisors
Texas
$213K +$214K +8,240 New
GFPC
160
Global Financial Private Client
Florida
$212K – – –
GWM
161
Geneos Wealth Management
Colorado
$209K – – –
CL
162
CVFG LLC
Indiana
$208K +$210K +8,075 New
RK
163
Rather & Kittrell
Tennessee
$206K +$4.94K +190 +2%
JBA
164
Johnson Bixby & Associates
Washington
$201K – – –
BFS
165
Bare Financial Services
Pennsylvania
$168K – – –
HBW
166
Hazlett, Burt & Watson
West Virginia
$165K +$36.6K +1,406 +28%
AF
167
Allworth Financial
California
$159K -$86.1K -3,311 -35%
SWM
168
Spire Wealth Management
Virginia
$132K +$806 +31 +0.6%
SAM
169
Smartleaf Asset Management
Massachusetts
$131K +$8.3K +319 +7%
TRCT
170
Tower Research Capital (TRC)
New York
$102K +$103K +3,967 New
MAS
171
MPWM Advisory Solutions
Georgia
$87.9K +$12.4K +475 +16%
AG
172
AmeriFlex Group
Nevada
$82K -$21.3K -820 -21%
DJSG
173
D.J. St. Germain
Massachusetts
$74.8K – – –
SIM
174
Synergy Investment Management
Florida
$74.8K +$75.4K +2,900 New
CIAS
175
Capital Investment Advisory Services
North Carolina
$71.2K -$9.02K -347 -11%
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