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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$72.9M +$17.1M +665,185 +31%
Morgan Stanley
2
Morgan Stanley
New York
$65.1M +$38.3M +1,487,319 +144%
CGPCS
3
Capital Group Private Client Services
California
$56M +$603K +23,402 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$47.1M +$5.6M +217,282 +14%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.2M +$5.09M +197,754 +15%
ME
6
McIlrath & Eck
Washington
$31.1M -$778K -30,214 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$23.8M -$3.95M -153,143 -14%
WAM
8
WNY Asset Management
New York
$23.3M +$910K +35,324 +4%
UBS Group
9
UBS Group
Switzerland
$22.9M +$195K +7,566 +0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$22M +$7.6M +294,905 +53%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$19.1M +$5.89M +228,615 +45%
Raymond James Financial
12
Raymond James Financial
Florida
$16.7M +$2.69M +104,521 +19%
TC
13
TownSquare Capital
Utah
$15.3M +$15.3M +593,172 New
NG
14
Norden Group
Utah
$15.3M +$15.2M +591,127 New
BWG
15
Beta Wealth Group
California
$12.9M +$5.08M +197,170 +65%
Wells Fargo
16
Wells Fargo
California
$12.7M +$9.03M +350,602 +248%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.2M +$631K +24,505 +5%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$12.1M +$4.15M +161,071 +53%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$10.8M +$4.69M +182,226 +78%
MML Investors Services
20
MML Investors Services
Massachusetts
$10.1M +$3.36M +130,404 +50%
SFA
21
Souders Financial Advisors
Ohio
$9.42M +$1.33M +51,768 +17%
PAG
22
Private Advisor Group
New Jersey
$8.76M +$3.37M +130,932 +63%
KPWS
23
Kestra Private Wealth Services
Texas
$7.87M +$2.15M +83,325 +38%
GVAG
24
Great Valley Advisor Group
Delaware
$7.6M +$666K +25,871 +10%
NECFA
25
New England Capital Financial Advisors
Connecticut
$6.27M +$47.2K +1,833 +0.8%