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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPF
51
Tribridge Partners Financial
Maryland
$1.2M +$493K +18,780 +70%
OMC
52
Old Mission Capital
Illinois
$1.09M +$1.09M +41,439 New
BEW
53
Burton Enright Welch
California
$1.09M +$153K +5,833 +16%
WS
54
Wedbush Securities
California
$1.01M +$148K +5,621 +17%
EC
55
Elequin Capital
New York
$965K +$962K +36,627 New
TFA
56
Transamerica Financial Advisors
Florida
$932K +$928K +35,352 New
ASN
57
Advisory Services Network
Georgia
$909K +$167K +6,367 +23%
SFA
58
Souders Financial Advisors
Ohio
$769K
DADC
59
D.A. Davidson & Co
Montana
$749K +$102K +3,865 +16%
CFB
60
Cullen/Frost Bankers
Texas
$728K +$249K +9,475 +52%
VWA
61
Visionary Wealth Advisors
Illinois
$718K +$487K +18,554 +214%
OHWA
62
Oak Hill Wealth Advisors
Virginia
$700K +$213K +8,119 +44%
Goldman Sachs
63
Goldman Sachs
New York
$673K +$670K +25,522 New
PFS
64
Prospera Financial Services
Texas
$666K
PWA
65
Peterson Wealth Advisors
Utah
$630K +$339K +12,893 +117%
GS
66
GWN Securities
Florida
$582K +$49.2K +1,874 +9%
SWP
67
Stratos Wealth Partners
Ohio
$571K +$569K +21,680 New
RMP
68
Richards, Merrill & Peterson
Washington
$525K +$26.3K +1,000 +5%
UPS
69
UHLMANN PRICE SECURITIES
Illinois
$510K +$82.4K +3,139 +19%
GWS
70
Greykasell Wealth Strategies
California
$508K +$507K +19,290 New
HI
71
Harbour Investments
Wisconsin
$469K +$25.1K +956 +6%
TA
72
TrueWealth Advisors
Alabama
$411K +$39K +1,484 +11%
IAIM
73
International Assets Investment Management
Florida
$410K
USCWA
74
U.S. Capital Wealth Advisors
Texas
$387K +$29.7K +1,130 +8%
WTFG
75
Wood Tarver Financial Group
Idaho
$376K +$788 +30 +0.2%