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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$4.92M +$994K +37,522 +25%
HTWM
27
Hartmann Taylor Wealth Management
Texas
$4.1M -$235K -8,875 -5%
AC
28
Apella Capital
Connecticut
$4.02M +$4.03M +151,956 New
BEI
29
Benjamin Edwards Inc
Missouri
$3.94M +$2.78M +104,936 +233%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.92M +$1.26M +47,661 +47%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$3.74M +$2.79M +105,444 +286%
TCWM
32
Total Clarity Wealth Management
Illinois
$3.69M +$526K +19,833 +16%
Jane Street
33
Jane Street
New York
$3.63M +$2.72M +102,717 +291%
BCI
34
Brinker Capital Investments
Pennsylvania
$3.24M -$12K -453 -0.4%
AssetMark Inc
35
AssetMark Inc
California
$3.23M -$239K -9,017 -7%
P
36
&Partners
Tennessee
$3.1M +$1.08M +40,827 +53%
FH
37
FWG Holdings
Florida
$3.08M +$1.7M +64,082 +121%
RHP
38
Royal Harbor Partners
Texas
$2.92M +$119K +4,472 +4%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.89M +$2.91M +109,943 +281,905%
GVAG
40
Great Valley Advisor Group
Delaware
$2.74M +$410K +15,475 +17%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.61M +$194K +7,322 +8%
KNFPWM
42
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.57M +$329K +12,399 +14%
OMC
43
Old Mission Capital
Illinois
$2.47M +$2.49M +93,958 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$2.38M +$930K +35,097 +63%
SEI Investments
45
SEI Investments
Pennsylvania
$2.37M +$427K +16,110 +22%
CHWM
46
Cauble & Harre Wealth Management
Missouri
$2.33M +$293K +11,072 +14%
TFA
47
Transamerica Financial Advisors
Florida
$2.3M +$1.25M +47,055 +117%
Betterment LLC
48
Betterment LLC
New York
$2.16M -$310K -11,688 -12%
JCM
49
Jacobi Capital Management
Pennsylvania
$2.15M +$130K +4,902 +6%
TPF
50
Tribridge Partners Financial
Maryland
$2.13M +$205K +7,748 +11%