We are live on ! Find out more
CGSM icon

Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Souders Financial Advisors
Ohio
$658K +$400K +15,333 +154%
PFS
52
Prospera Financial Services
Texas
$657K +$659K +25,254 New
BEW
53
Burton Enright Welch
California
$631K +$9.37K +359 +2%
OHWA
54
Oak Hill Wealth Advisors
Virginia
$626K +$299K +11,447 +91%
DADC
55
D.A. Davidson & Co
Montana
$514K +$14.7K +565 +3%
RMP
56
Richards, Merrill & Peterson
Washington
$492K +$363K +13,900 +278%
CFB
57
Cullen/Frost Bankers
Texas
$471K +$435K +16,667 +1,142%
HI
58
Harbour Investments
Wisconsin
$438K -$263K -10,071 -37%
TA
59
TrueWealth Advisors
Alabama
$434K -$3.57K -137 -0.8%
UPS
60
UHLMANN PRICE SECURITIES
Illinois
$392K +$394K +15,088 New
AAS
61
Avantax Advisory Services
Texas
$377K +$107K +4,117 +40%
WTFG
62
Wood Tarver Financial Group
Idaho
$370K +$730 +28 +0.2%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$352K
IWM
64
IHT Wealth Management
Illinois
$332K +$333K +12,754 New
PWA
65
Peterson Wealth Advisors
Utah
$316K +$10.8K +414 +4%
IAIM
66
International Assets Investment Management
Florida
$308K
TFS
67
Thoroughbred Financial Services
Tennessee
$300K
FHC
68
First Heartland Consultants
Missouri
$294K +$294K +11,284 New
Citadel Advisors
69
Citadel Advisors
Florida
$289K +$290K +11,118 New
SCM
70
Saxony Capital Management
Missouri
$264K
Cerity Partners
71
Cerity Partners
New York
$260K +$261K +10,000 New
CAL
72
Capital Analysts LLC
Pennsylvania
$255K
LA
73
Lakeside Advisors
Washington
$247K +$248K +9,500 New
Baird Financial Group
74
Baird Financial Group
Wisconsin
$242K +$243K +9,300 New
VWA
75
Visionary Wealth Advisors
Illinois
$223K +$224K +8,572 New