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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$54.7M +$45.6M +1,797,927 +506%
ME
2
McIlrath & Eck
Washington
$32.8M -$1.29M -50,780 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M +$747K +29,420 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$26.5M +$12.5M +492,840 +89%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.5M +$616K +24,259 +3%
WAM
6
WNY Asset Management
New York
$24.2M +$11.1M +436,948 +85%
LPL Financial
7
LPL Financial
California
$22.8M +$5.03M +198,160 +28%
BAG
8
Bridgewealth Advisory Group
California
$13.5M +$3.13M +123,369 +30%
UBS Group
9
UBS Group
Switzerland
$12.1M +$3.43M +135,033 +39%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.4M +$3.02M +119,082 +41%
Morgan Stanley
11
Morgan Stanley
New York
$9.17M +$7.12M +280,473 +349%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.49M +$1.18M +46,672 +19%
SFA
13
Souders Financial Advisors
Ohio
$6.03M +$183K +7,199 +3%
NECFA
14
New England Capital Financial Advisors
Connecticut
$5.42M +$229K +9,029 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$5.06M +$1.28M +50,451 +34%
RIL
16
Rothschild Investment LLC
Illinois
$3.95M +$272K +10,716 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.89M +$306K +12,046 +9%
Wells Fargo
18
Wells Fargo
California
$3.46M +$2.65M +104,499 +329%
AAS
19
Ameritas Advisory Services
Nebraska
$3.46M +$3.45M +136,064 New
KPWS
20
Kestra Private Wealth Services
Texas
$3.2M +$3.19M +125,846 New
BWM
21
BlackDiamond Wealth Management
New York
$3.14M +$69K +2,718 +2%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$3.09M -$5.38K -212 -0.2%
Capital International Investors
23
Capital International Investors
California
$3.07M +$278K +10,969 +10%
Stifel Financial
24
Stifel Financial
Missouri
$3.07M +$153K +6,041 +5%
IAIM
25
International Assets Investment Management
Florida
$2.85M +$8.53K +336 +0.3%