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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$1.46M +$153K +5,818 +12%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.46M +$1.46M +55,429 New
AA
53
Armis Advisers
Georgia
$1.42M -$463K -17,552 -25%
FH
54
FWG Holdings
Florida
$1.4M +$1.39M +52,852 New
NA
55
NewEdge Advisors
Louisiana
$1.36M +$135K +5,106 +11%
CWS
56
Confluence Wealth Services
Pennsylvania
$1.24M -$24.1K -913 -2%
JWM
57
JHP Wealth Management
Colorado
$1.23M +$1.23M +46,820 New
BEI
58
Benjamin Edwards Inc
Missouri
$1.19M -$2.13M -80,766 -64%
BEW
59
Burton Enright Welch
California
$1.12M +$30.1K +1,142 +3%
TFA
60
Transamerica Financial Advisors
Florida
$1.06M +$130K +4,924 +14%
WS
61
Wedbush Securities
California
$1.02M +$17.2K +653 +2%
GWS
62
Greykasell Wealth Strategies
California
$1.01M +$506K +19,196 +100%
SFS
63
Sunrise Financial Services
Washington
$982K +$983K +37,278 New
AWM
64
Aprio Wealth Management
Georgia
$981K +$982K +37,250 New
Natixis Advisors
65
Natixis Advisors
Massachusetts
$972K +$973K +36,920 New
DADC
66
D.A. Davidson & Co
Montana
$950K +$202K +7,651 +27%
Jane Street
67
Jane Street
New York
$928K -$298K -11,300 -24%
ASN
68
Advisory Services Network
Georgia
$909K
USCWA
69
U.S. Capital Wealth Advisors
Texas
$876K +$490K +18,595 +127%
AWA
70
Acorn Wealth Advisors
Michigan
$863K +$864K +32,777 New
LC
71
Landaas & Company
Wisconsin
$822K +$574K +21,779 +231%
GS
72
GWN Securities
Florida
$794K +$212K +8,058 +37%
Goldman Sachs
73
Goldman Sachs
New York
$774K +$102K +3,878 +15%
SFA
74
Souders Financial Advisors
Ohio
$768K
Cerity Partners
75
Cerity Partners
New York
$753K +$754K +28,602 New