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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
$162M +$29.8M +1,145,248 +22%
Morgan Stanley
2
Morgan Stanley
New York
$155M +$10.3M +396,507 +7%
CGPCS
3
Capital Group Private Client Services
California
$61M +$405K +15,569 +0.7%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$60.6M +$6.5M +249,622 +12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$55.8M +$3.21M +123,381 +6%
MFG
6
Merit Financial Group
Georgia
$49.7M +$2.29M +88,085 +5%
Wells Fargo
7
Wells Fargo
California
$45M +$16M +615,309 +55%
WTFG
8
Wood Tarver Financial Group
Idaho
$35.8M +$30.5M +1,170,734 +570%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$34.1M +$8.6M +330,203 +34%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$33.7M +$3.9M +149,919 +13%
UBS Group
11
UBS Group
Switzerland
$33.3M +$2.88M +110,713 +9%
Raymond James Financial
12
Raymond James Financial
Florida
$33.3M +$6.33M +243,296 +23%
Osaic Holdings
13
Osaic Holdings
Arizona
$32.7M +$1.05M +40,396 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$32.5M -$431K -16,548 -1%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$26.9M +$1.09M +41,826 +4%
BAG
16
Bridgewealth Advisory Group
California
$25.1M +$3.92M +150,582 +19%
ME
17
McIlrath & Eck
Washington
$22.8M -$735K -28,234 -3%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$21.6M +$2.06M +78,939 +11%
RFG
19
RFP Financial Group
Georgia
$20.7M +$8.02M +308,120 +63%
Stifel Financial
20
Stifel Financial
Missouri
$20.2M +$1.82M +69,826 +10%
KPWS
21
Kestra Private Wealth Services
Texas
$14.9M +$1.18M +45,253 +9%
IA
22
IAM Advisory
Pennsylvania
$14.5M +$388K +14,895 +3%
LC
23
Landaas & Company
Wisconsin
$14.1M +$7.64M +293,652 +118%
MML Investors Services
24
MML Investors Services
Massachusetts
$13.1M +$1.43M +54,892 +12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$12.3M +$2.27M +87,054 +23%