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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$2.44M +$2.42M +93,423 New
BCI
27
Brinker Capital Investments
Pennsylvania
$2.33M +$34.4K +1,325 +2%
BWG
28
Beta Wealth Group
California
$2.31M -$3.71M -142,974 -62%
SW
29
Simplicity Wealth
New Jersey
$2.25M +$1.57M +60,439 +235%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.93M -$412K -15,888 -18%
PS
31
Principal Securities
Iowa
$1.87M +$506K +19,519 +38%
RHP
32
Royal Harbor Partners
Texas
$1.77M
Jane Street
33
Jane Street
New York
$1.71M -$1.35M -52,086 -44%
KNFPWM
34
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.7M +$720K +27,767 +74%
CCA
35
Cottonwood Capital Advisors
Utah
$1.63M +$566K +21,810 +53%
EWA
36
EverSource Wealth Advisors
Alabama
$1.61M +$529K +20,404 +49%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$1.6M -$416K -16,029 -21%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.59M +$1.34M +51,500 +554%
STA
39
Smith Thornton Advisors
Alabama
$1.54M +$114K +4,400 +8%
BEI
40
Benjamin Edwards Inc
Missouri
$1.51M +$725K +27,956 +94%
GVAG
41
Great Valley Advisor Group
Delaware
$1.37M +$559K +21,561 +69%
GWM
42
Geneos Wealth Management
Colorado
$1.25M +$466K +17,944 +60%
SG
43
StoneX Group
New York
$1.15M +$1.15M +44,222 New
AA
44
Armis Advisers
Georgia
$1.11M +$102K +3,930 +10%
CWS
45
Confluence Wealth Services
Pennsylvania
$1.1M +$49.8K +1,918 +5%
BEW
46
Burton Enright Welch
California
$928K +$295K +11,352 +47%
WS
47
Wedbush Securities
California
$851K +$13.4K +516 +2%
JCM
48
Jacobi Capital Management
Pennsylvania
$831K +$6.38K +246 +0.8%
SFA
49
Souders Financial Advisors
Ohio
$761K +$100K +3,866 +15%
ASN
50
Advisory Services Network
Georgia
$735K +$730K +28,135 New