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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Cottonwood Capital Advisors
Utah
$2.04M +$58.9K +2,236 +3%
Stifel Financial
52
Stifel Financial
Missouri
$2.02M +$979K +37,138 +94%
PIA
53
Petredis Investment Advisors
Pennsylvania
$2.02M +$1.02M +38,670 +102%
TFA
54
Transamerica Financial Advisors
Florida
$1.96M -$344K -13,036 -15%
SW
55
Simplicity Wealth
New Jersey
$1.95M +$179K +6,809 +10%
MWC
56
MBM Wealth Consultants
Missouri
$1.94M +$1.94M +73,473 New
PW
57
PUREfi Wealth
Massachusetts
$1.8M +$3.9K +148 +0.2%
SWMG
58
Sard Wealth Management Group
Georgia
$1.77M +$1.42M +53,924 +408%
AA
59
Armis Advisers
Georgia
$1.71M +$283K +10,731 +20%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$1.58M +$439K +16,650 +38%
STA
61
Smith Thornton Advisors
Alabama
$1.58M
UBS AM
62
UBS AM
Illinois
$1.55M
TRCT
63
Tower Research Capital (TRC)
New York
$1.39M +$1.38M +52,507 New
EWA
64
EverSource Wealth Advisors
Alabama
$1.34M -$67.9K -2,575 -5%
UPS
65
UHLMANN PRICE SECURITIES
Illinois
$1.34M +$747K +28,346 +154%
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.33M +$814K +30,893 +159%
JWM
67
JHP Wealth Management
Colorado
$1.3M +$86.7K +3,290 +7%
LA
68
Lakeside Advisors
Washington
$1.19M +$316K +12,000 +36%
BEW
69
Burton Enright Welch
California
$1.16M +$20.6K +781 +2%
SWP
70
Stratos Wealth Partners
Ohio
$1.14M +$362K +13,738 +47%
SFS
71
Sunrise Financial Services
Washington
$1.11M +$169K +6,406 +18%
CWS
72
Confluence Wealth Services
Pennsylvania
$1.1M +$150K +5,689 +16%
Cerity Partners
73
Cerity Partners
New York
$1.1M -$4.03K -153 -0.4%
GWS
74
Greykasell Wealth Strategies
California
$1.09M
AWM
75
Aprio Wealth Management
Georgia
$1M