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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
26
Capital Group Private Client Services
California
$2.09M -$704K -26,973 -25%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$2.02M -$250K -9,603 -11%
AssetMark Inc
28
AssetMark Inc
California
$1.92M +$43.7K +1,675 +2%
RHP
29
Royal Harbor Partners
Texas
$1.76M
KAS
30
Kestra Advisory Services
Texas
$1.58M +$478K +18,328 +43%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.45M +$1.45M +55,731 New
STA
32
Smith Thornton Advisors
Alabama
$1.42M +$143K +5,480 +11%
OMC
33
Old Mission Capital
Illinois
$1.38M +$643K +24,643 +87%
PS
34
Principal Securities
Iowa
$1.35M
Jones Financial Companies
35
Jones Financial Companies
Missouri
$1.29M +$941K +36,074 +266%
AWS
36
Atria Wealth Solutions
New York
$1.19M +$178K +6,822 +18%
SI
37
Stephens Inc
Arkansas
$1.14M -$24.8K -950 -2%
EWA
38
EverSource Wealth Advisors
Alabama
$1.07M -$3.99K -153 -0.4%
CCA
39
Cottonwood Capital Advisors
Utah
$1.06M +$1.06M +40,821 New
CWS
40
Confluence Wealth Services
Pennsylvania
$1.04M
AA
41
Armis Advisers
Georgia
$1M +$1.01M +38,677 New
Raymond James Financial
42
Raymond James Financial
Florida
$987K +$567K +21,730 +134%
KNFPWM
43
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$974K +$104K +3,993 +12%
EC
44
Elequin Capital
New York
$904K +$906K +34,747 New
WS
45
Wedbush Securities
California
$835K +$15.2K +584 +2%
JCM
46
Jacobi Capital Management
Pennsylvania
$823K +$255K +9,763 +45%
GVAG
47
Great Valley Advisor Group
Delaware
$808K +$447K +17,130 +123%
GWM
48
Geneos Wealth Management
Colorado
$777K +$779K +29,867 New
BEI
49
Benjamin Edwards Inc
Missouri
$776K +$26.2K +1,004 +3%
SW
50
Simplicity Wealth
New Jersey
$670K +$672K +25,769 New