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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
176
Signature Resources Capital Management
California
$54.9K +$26 +1 +0%
SIS
177
Sound Income Strategies
Florida
$38.6K +$38.9K +1,495 New
AF
178
Advisornet Financial
Minnesota
$35K +$1.9K +73 +6%
BFP
179
Birchwood Financial Partners
Minnesota
$31.4K – – –
NS
180
NBC Securities
Alabama
$22.9K -$442 -17 -2%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$15.1K -$333K -12,792 -96%
SEP
182
Signature Equity Partners
Ohio
$14.2K – – –
GCM
183
Gunpowder Capital Management
Maryland
$10.2K – – –
CA
184
CoreCap Advisors
Michigan
$4.98K – – –
EWA
185
EverSource Wealth Advisors
Alabama
$3.02K – – –
FLP
186
Financial Life Planners
Arizona
$1.84K +$1.85K +71 New
FFA
187
Farther Finance Advisors
California
$129 – – –
JP Morgan Chase
188
JP Morgan Chase
New York
$15 – – –
SCM
189
SOL Capital Management
Maryland
– -$3.75M -144,360 Closed
SG
190
StoneX Group
New York
– -$3.4M -130,520 Closed
PAS
191
Parsonex Advisory Services
Colorado
– -$1.12M -43,130 Closed
MW
192
Merited Wealth
Florida
– -$766K -29,443 Closed
IA
193
Integrity Alliance
Iowa
– -$366K -14,063 Closed
DAS
194
Diversify Advisory Services
Utah
– -$241K -9,263 Closed
AAS
195
Ameritas Advisory Services
Nebraska
– -$218K -8,375 Closed
PS
196
Principal Securities
Iowa
– -$216K -8,300 Closed
BWP
197
Balboa Wealth Partners
Arizona
– -$208K -7,983 Closed
CPBTD
198
Central Pacific Bank - Trust Division
Hawaii
– -$35.6K -1,368 Closed
FHA
199
Flagship Harbor Advisors
Massachusetts
– -$27.8K -1,069 Closed