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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$307K -$758 -29 -0.2%
PWA
52
Peterson Wealth Advisors
Utah
$306K +$26.1K +999 +9%
TFS
53
Thoroughbred Financial Services
Tennessee
$300K +$302K +11,569 New
AAS
54
Avantax Advisory Services
Texas
$270K +$20.4K +779 +8%
SCM
55
Saxony Capital Management
Missouri
$264K -$1.05K -40 -0.4%
SFA
56
Souders Financial Advisors
Ohio
$259K +$261K +9,967 New
CAL
57
Capital Analysts LLC
Pennsylvania
$254K +$256K +9,795 New
RMP
58
Richards, Merrill & Peterson
Washington
$130K +$131K +5,000 New
AF
59
Advisornet Financial
Minnesota
$123K +$21K +805 +20%
CFB
60
Cullen/Frost Bankers
Texas
$37.9K +$418 +16 +1%
JP Morgan Chase
61
JP Morgan Chase
New York
$35.6K +$1.39K +53 +4%
GRP
62
Global Retirement Partners
California
$32.1K +$22.3K +854 +224%
WWP
63
WR Wealth Planners
Missouri
$29.4K -$39.8K -1,524 -57%
AF
64
Allworth Financial
California
$12.9K +$12.9K +495 New
CFD
65
Creative Financial Designs
Indiana
$11.3K
FHA
66
First Horizon Advisors
Tennessee
$5.43K
UBS Group
67
UBS Group
Switzerland
$3.9K +$3.92K +150 New
NS
68
NBC Securities
Alabama
$34 +$26 +1 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$26
SW
70
Simplicity Wealth
New Jersey
-$465K -17,713 Closed
TWP
71
Tempus Wealth Planning
California
-$270K -10,280 Closed
GLA
72
Good Life Advisors
Pennsylvania
-$266K -10,144 Closed
CIS
73
Continental Investors Services
Washington
-$219K -8,336 Closed