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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$715K -$470K -18,110 -40%
TPF
52
Tribridge Partners Financial
Maryland
$700K +$697K +26,848 New
Wells Fargo
53
Wells Fargo
California
$679K +$676K +26,054 New
PFS
54
Prospera Financial Services
Texas
$659K
DADC
55
D.A. Davidson & Co
Montana
$640K +$125K +4,800 +24%
SEI Investments
56
SEI Investments
Pennsylvania
$606K +$603K +23,254 New
JWCA
57
J.W. Cole Advisors
Florida
$559K +$556K +21,415 New
P
58
&Partners
Tennessee
$551K +$515K +19,830 New
GS
59
GWN Securities
Florida
$527K +$317K +12,213 +153%
RMP
60
Richards, Merrill & Peterson
Washington
$493K
OHWA
61
Oak Hill Wealth Advisors
Virginia
$481K -$146K -5,638 -23%
CFB
62
Cullen/Frost Bankers
Texas
$473K +$311 +12 +0.1%
AAS
63
Avantax Advisory Services
Texas
$466K +$87.9K +3,387 +23%
HI
64
Harbour Investments
Wisconsin
$439K
UPS
65
UHLMANN PRICE SECURITIES
Illinois
$423K +$29.2K +1,125 +7%
IAIM
66
International Assets Investment Management
Florida
$409K +$101K +3,875 +33%
WTFG
67
Wood Tarver Financial Group
Idaho
$371K +$778 +30 +0.2%
TA
68
TrueWealth Advisors
Alabama
$368K -$66.4K -2,559 -15%
USCWA
69
U.S. Capital Wealth Advisors
Texas
$353K
GWP
70
Gateway Wealth Partners
Wisconsin
$326K +$325K +12,513 New
FHC
71
First Heartland Consultants
Missouri
$325K +$30.8K +1,186 +11%
SI
72
Stephens Inc
Arkansas
$313K -$827K -31,860 -73%
TFS
73
Thoroughbred Financial Services
Tennessee
$301K
PWA
74
Peterson Wealth Advisors
Utah
$287K -$30.6K -1,178 -10%
SCM
75
Saxony Capital Management
Missouri
$265K