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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
$178M +$24.5M +942,038 +16%
LPL Financial
2
LPL Financial
California
$177M +$16.8M +646,141 +10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$64.1M +$4.09M +157,326 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$61.9M +$6.63M +255,018 +12%
CGPCS
5
Capital Group Private Client Services
California
$61.6M +$1.1M +42,169 +2%
Wells Fargo
6
Wells Fargo
California
$58M +$13.5M +517,445 +30%
MFG
7
Merit Financial Group
Georgia
$51.1M +$1.86M +71,433 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$49.5M +$17.4M +669,863 +54%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$44.5M +$10.7M +412,246 +31%
BEI
10
Benjamin Edwards Inc
Missouri
$41.7M +$36.5M +1,404,052 +665%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39.5M +$6.14M +236,256 +18%
WTFG
12
Wood Tarver Financial Group
Idaho
$38.8M +$3.38M +129,922 +9%
Raymond James Financial
13
Raymond James Financial
Florida
$34.9M +$1.94M +74,471 +6%
UBS Group
14
UBS Group
Switzerland
$32.9M -$139K -5,351 -0.4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$31M +$21.2M +814,492 +209%
Osaic Holdings
16
Osaic Holdings
Arizona
$30.8M -$1.63M -62,689 -5%
BAG
17
Bridgewealth Advisory Group
California
$26.7M +$1.83M +70,209 +7%
Stifel Financial
18
Stifel Financial
Missouri
$22.4M +$2.46M +94,573 +12%
ME
19
McIlrath & Eck
Washington
$22.3M -$305K -11,717 -1%
KPWS
20
Kestra Private Wealth Services
Texas
$15.9M +$1.13M +43,500 +8%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$15.2M -$6.23M -239,727 -29%
LC
22
Landaas & Company
Wisconsin
$15M +$1.04M +39,940 +7%
IA
23
IAM Advisory
Pennsylvania
$14.6M +$284K +10,937 +2%
PAG
24
Private Advisor Group
New Jersey
$13.4M +$1.32M +50,685 +11%
SFA
25
Souders Financial Advisors
Ohio
$12.6M +$887K +34,114 +7%