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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$806K +$801K +30,687 New
AWS
27
Atria Wealth Solutions
New York
$784K +$779K +29,851 New
CGPCS
28
Capital Group Private Client Services
California
$772K +$574 +22 +0.1%
CWS
29
Confluence Wealth Services
Pennsylvania
$598K +$595K +22,786 New
BEW
30
Burton Enright Welch
California
$593K +$6.63K +254 +1%
JCM
31
Jacobi Capital Management
Pennsylvania
$569K +$340K +13,042 +151%
CFGS
32
Concourse Financial Group Securities
Alabama
$550K +$6.16K +236 +1%
KAS
33
Kestra Advisory Services
Texas
$540K -$156K -5,990 -23%
KNFPWM
34
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$534K +$300K +11,487 +130%
DADC
35
D.A. Davidson & Co
Montana
$504K +$501K +19,190 New
SW
36
Simplicity Wealth
New Jersey
$465K +$462K +17,713 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$463K +$225K +8,603 +95%
WS
38
Wedbush Securities
California
$382K +$380K +14,547 New
TA
39
TrueWealth Advisors
Alabama
$374K +$75.2K +2,880 +25%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$356K
IAIM
41
International Assets Investment Management
Florida
$311K +$309K +11,854 New
PWA
42
Peterson Wealth Advisors
Utah
$283K +$17.7K +679 +7%
TWP
43
Tempus Wealth Planning
California
$270K +$36.6K +1,402 +16%
SCM
44
Saxony Capital Management
Missouri
$268K +$1.98K +76 +0.8%
GLA
45
Good Life Advisors
Pennsylvania
$266K +$265K +10,144 New
AAS
46
Avantax Advisory Services
Texas
$252K +$251K +9,601 New
CIS
47
Continental Investors Services
Washington
$219K +$218K +8,336 New
AF
48
Advisornet Financial
Minnesota
$103K +$600 +23 +0.6%
WWP
49
WR Wealth Planners
Missouri
$69.8K +$7.41K +284 +12%
CFB
50
Cullen/Frost Bankers
Texas
$37.9K +$37.7K +1,444 New