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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$3.83M +$1.91M +72,370 +99%
AssetMark Inc
27
AssetMark Inc
California
$3.47M +$335K +12,715 +11%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.26M +$136K +5,141 +4%
TCWM
29
Total Clarity Wealth Management
Illinois
$3.18M +$3.18M +120,605 New
SG
30
StoneX Group
New York
$2.99M +$179K +6,794 +6%
RHP
31
Royal Harbor Partners
Texas
$2.81M +$75.5K +2,863 +3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.68M +$597K +22,640 +29%
PW
33
PUREfi Wealth
Massachusetts
$2.58M +$5.43K +206 +0.2%
Betterment LLC
34
Betterment LLC
New York
$2.48M +$34K +1,288 +1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.43M +$611K +23,174 +34%
GVAG
36
Great Valley Advisor Group
Delaware
$2.34M +$600K +22,754 +34%
KAS
37
Kestra Advisory Services
Texas
$2.33M +$200K +7,593 +9%
KNFPWM
38
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.25M +$103K +3,913 +5%
BWA
39
Boulder Wealth Advisors
Colorado
$2.17M +$2.17M +82,484 New
CHWM
40
Cauble & Harre Wealth Management
Missouri
$2.04M +$2.04M +77,446 New
P
41
&Partners
Tennessee
$2.03M +$823K +31,210 +68%
JCM
42
Jacobi Capital Management
Pennsylvania
$2.03M -$186K -7,047 -8%
SEI Investments
43
SEI Investments
Pennsylvania
$1.95M +$682K +25,864 +54%
TPF
44
Tribridge Partners Financial
Maryland
$1.92M +$722K +27,389 +60%
EWA
45
EverSource Wealth Advisors
Alabama
$1.9M +$354K +13,437 +23%
CCA
46
Cottonwood Capital Advisors
Utah
$1.86M +$225K +8,540 +14%
BWG
47
Beta Wealth Group
California
$1.67M -$316K -11,970 -16%
SW
48
Simplicity Wealth
New Jersey
$1.63M -$179K -6,806 -10%
VA
49
Valmark Advisers
Ohio
$1.61M +$1.61M +61,177 New
STA
50
Smith Thornton Advisors
Alabama
$1.58M +$26.4K +1,000 +2%