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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
$144M +$31.3M +1,202,895 +28%
LPL Financial
2
LPL Financial
California
$132M +$29.5M +1,134,782 +29%
CGPCS
3
Capital Group Private Client Services
California
$60.6M +$2.25M +86,412 +4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$54M +$6.26M +240,938 +13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$52.5M -$2.03M -78,260 -4%
MFG
6
Merit Financial Group
Georgia
$47.4M +$46.8M +1,802,416 +8,824%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$32.9M +$6.01M +231,354 +22%
Osaic Holdings
8
Osaic Holdings
Arizona
$31.6M +$2.83M +108,741 +10%
UBS Group
9
UBS Group
Switzerland
$30.4M +$7.52M +289,270 +33%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29.7M +$8.98M +345,454 +43%
Wells Fargo
11
Wells Fargo
California
$29M +$8.21M +315,780 +39%
Raymond James Financial
12
Raymond James Financial
Florida
$26.9M +$2.5M +96,382 +10%
WAM
13
WNY Asset Management
New York
$25.9M +$971K +37,354 +4%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$25.8M +$2.96M +113,948 +13%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$25.6M +$6.33M +243,733 +33%
ME
16
McIlrath & Eck
Washington
$23.5M -$6.82M -262,306 -22%
BAG
17
Bridgewealth Advisory Group
California
$21.1M +$675K +25,973 +3%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$19.5M +$2.83M +108,951 +17%
Stifel Financial
19
Stifel Financial
Missouri
$18.3M +$12.3M +474,491 +206%
IA
20
IAM Advisory
Pennsylvania
$14.1M +$475K +18,259 +3%
KPWS
21
Kestra Private Wealth Services
Texas
$13.7M +$4.73M +182,048 +53%
RFG
22
RFP Financial Group
Georgia
$12.7M +$12M +463,454 +1,814%
MML Investors Services
23
MML Investors Services
Massachusetts
$11.6M +$1.03M +39,767 +10%
SFA
24
Souders Financial Advisors
Ohio
$11.3M +$941K +36,227 +9%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$10.5M +$10.5M +405,525 New