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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$113M +$47.1M +1,825,027 +72%
LPL Financial
2
LPL Financial
California
$103M +$29.3M +1,132,246 +40%
CGPCS
3
Capital Group Private Client Services
California
$58.2M +$1.9M +73,385 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$54.5M +$7.12M +275,655 +15%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$47.7M +$8.31M +321,670 +21%
ME
6
McIlrath & Eck
Washington
$30.3M -$923K -35,745 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$28.7M +$4.78M +184,958 +20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$26.9M +$4.71M +182,154 +21%
WAM
9
WNY Asset Management
New York
$24.9M +$1.51M +58,334 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$24.4M +$7.53M +291,618 +45%
UBS Group
11
UBS Group
Switzerland
$22.9M -$114K -4,413 -0.5%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$22.8M +$3.58M +138,651 +19%
Wells Fargo
13
Wells Fargo
California
$20.8M +$7.98M +309,056 +63%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$20.7M +$8.4M +325,103 +69%
BAG
15
Bridgewealth Advisory Group
California
$20.4M +$17.9M +694,761 +745%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$19.1M +$8.3M +321,141 +77%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$16.6M +$4.49M +173,808 +37%
NG
18
Norden Group
Utah
$14.5M -$832K -32,204 -5%
IA
19
IAM Advisory
Pennsylvania
$13.6M +$13.5M +523,928 New
BWG
20
Beta Wealth Group
California
$12.8M -$137K -5,317 -1%
MML Investors Services
21
MML Investors Services
Massachusetts
$10.6M +$392K +15,181 +4%
SFA
22
Souders Financial Advisors
Ohio
$10.3M +$863K +33,415 +9%
KPWS
23
Kestra Private Wealth Services
Texas
$8.93M +$1.02M +39,606 +13%
GVAG
24
Great Valley Advisor Group
Delaware
$8.51M +$869K +33,653 +11%
PAG
25
Private Advisor Group
New Jersey
$8.23M -$568K -22,005 -6%