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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
26
Principal Securities
Iowa
$1.35M +$26.6K +1,016 +2%
STA
27
Smith Thornton Advisors
Alabama
$1.27M
SI
28
Stephens Inc
Arkansas
$1.16M +$37.6K +1,440 +3%
KAS
29
Kestra Advisory Services
Texas
$1.1M +$567K +21,693 +105%
EWA
30
EverSource Wealth Advisors
Alabama
$1.08M -$46.9K -1,796 -4%
CWS
31
Confluence Wealth Services
Pennsylvania
$1.05M +$459K +17,555 +77%
AWS
32
Atria Wealth Solutions
New York
$1.01M +$232K +8,861 +30%
KNFPWM
33
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$869K +$343K +13,116 +64%
WS
34
Wedbush Securities
California
$819K +$444K +16,988 +117%
BEI
35
Benjamin Edwards Inc
Missouri
$749K -$48.3K -1,848 -6%
OMC
36
Old Mission Capital
Illinois
$737K +$742K +28,381 New
Jane Street
37
Jane Street
New York
$714K -$1.13M -43,408 -61%
HI
38
Harbour Investments
Wisconsin
$699K +$703K +26,902 New
BEW
39
Burton Enright Welch
California
$620K +$33.9K +1,297 +6%
JCM
40
Jacobi Capital Management
Pennsylvania
$568K +$4.97K +190 +0.9%
FCG
41
Financial Connections Group
California
$550K +$554K +21,211 New
CFGS
42
Concourse Financial Group Securities
Alabama
$534K -$11K -419 -2%
DADC
43
D.A. Davidson & Co
Montana
$498K
TA
44
TrueWealth Advisors
Alabama
$437K +$67.3K +2,573 +18%
Raymond James Financial
45
Raymond James Financial
Florida
$421K +$424K +16,218 New
WTFG
46
Wood Tarver Financial Group
Idaho
$368K +$371K +14,195 New
GVAG
47
Great Valley Advisor Group
Delaware
$362K +$365K +13,951 New
Jones Financial Companies
48
Jones Financial Companies
Missouri
$352K +$341K +13,052 +2,610%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$352K
OHWA
50
Oak Hill Wealth Advisors
Virginia
$328K +$330K +12,625 New