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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Cottonwood Capital Advisors
Utah
$1.97M +$110K +4,151 +6%
NA
52
NewEdge Advisors
Louisiana
$1.91M +$557K +21,013 +41%
PW
53
PUREfi Wealth
Massachusetts
$1.79M -$794K -29,952 -31%
SW
54
Simplicity Wealth
New Jersey
$1.76M +$131K +4,957 +8%
GWP
55
Gateway Wealth Partners
Wisconsin
$1.69M +$1.03M +38,834 +152%
STA
56
Smith Thornton Advisors
Alabama
$1.57M
UBS AM
57
UBS AM
Illinois
$1.54M +$1.56M +58,750 New
AA
58
Armis Advisers
Georgia
$1.42M +$10.5K +396 +0.7%
EWA
59
EverSource Wealth Advisors
Alabama
$1.4M -$494K -18,655 -26%
WS
60
Wedbush Securities
California
$1.28M +$261K +9,864 +25%
JWM
61
JHP Wealth Management
Colorado
$1.2M -$26.3K -994 -2%
BEW
62
Burton Enright Welch
California
$1.14M +$20.4K +768 +2%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$1.14M -$326K -12,305 -22%
Cerity Partners
64
Cerity Partners
New York
$1.1M +$348K +13,129 +46%
GWS
65
Greykasell Wealth Strategies
California
$1.09M +$76.1K +2,870 +7%
Stifel Financial
66
Stifel Financial
Missouri
$1.04M +$641K +24,196 +159%
AWM
67
Aprio Wealth Management
Georgia
$997K +$18.5K +700 +2%
PIA
68
Petredis Investment Advisors
Pennsylvania
$996K +$1M +37,900 New
SFA
69
Souders Financial Advisors
Ohio
$967K +$202K +7,620 +26%
CWS
70
Confluence Wealth Services
Pennsylvania
$949K -$289K -10,916 -23%
DADC
71
D.A. Davidson & Co
Montana
$947K -$689 -26 -0.1%
SFS
72
Sunrise Financial Services
Washington
$935K -$45.5K -1,717 -5%
ASN
73
Advisory Services Network
Georgia
$929K +$22.9K +863 +3%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$874K
LA
75
Lakeside Advisors
Washington
$867K +$570K +21,500 +187%