CGSM icon

Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$988K +$37.2K +1,410 +4%
SFA
77
Souders Financial Advisors
Ohio
$971K – – –
VWA
78
Visionary Wealth Advisors
Illinois
$944K +$167K +6,335 +22%
ASN
79
Advisory Services Network
Georgia
$933K – – –
GWP
80
Gateway Wealth Partners
Wisconsin
$906K -$793K -30,113 -47%
AAP
81
Arax Advisory Partners
Colorado
$903K +$902K +34,225 New
JP Morgan Chase
82
JP Morgan Chase
New York
$897K +$870K +33,006 +3,341%
Citadel Advisors
83
Citadel Advisors
Florida
$888K +$887K +33,670 New
AWA
84
Acorn Wealth Advisors
Michigan
$865K – – –
GWM
85
Geneos Wealth Management
Colorado
$812K +$640K +24,304 +377%
JCM
86
Jacobi Capital Management
Pennsylvania
$799K -$1.36M -51,587 -63%
CIM
87
Capital Investment Management
Missouri
$797K +$84.7K +3,215 +12%
GS
88
GWN Securities
Florida
$792K +$14K +532 +2%
LC
89
Landaas & Company
Wisconsin
$776K +$201K +7,613 +35%
SEIA
90
Signature Estate & Investment Advisors
California
$752K +$1.92K +73 +0.3%
VF
91
Vawter Financial
Ohio
$752K +$751K +28,500 New
IWC
92
Integrated Wealth Concepts
Massachusetts
$714K +$201K +7,614 +39%
AI
93
Atria Investments
North Carolina
$684K +$683K +25,910 New
MA
94
MCF Advisors
Kentucky
$677K +$53 +2 +0%
WSA
95
Wealth Science Advisors
Georgia
$672K +$671K +25,466 New
HI
96
Harbour Investments
Wisconsin
$650K +$91.4K +3,470 +16%
WS
97
Wedbush Securities
California
$646K -$640K -24,292 -50%
GA
98
Goldstein Advisors
Wisconsin
$623K +$395K +14,972 +173%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$618K +$355K +13,490 +136%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$617K +$616K +23,377 New