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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
76
Cullen/Frost Bankers
Texas
$989K +$184K +6,971 +23%
DADC
77
D.A. Davidson & Co
Montana
$988K +$37.2K +1,410 +4%
SFA
78
Souders Financial Advisors
Ohio
$971K
VWA
79
Visionary Wealth Advisors
Illinois
$944K +$167K +6,335 +22%
ASN
80
Advisory Services Network
Georgia
$933K
GWP
81
Gateway Wealth Partners
Wisconsin
$906K -$793K -30,113 -47%
AAP
82
Arax Advisory Partners
Colorado
$903K +$902K +34,225 New
JP Morgan Chase
83
JP Morgan Chase
New York
$897K +$870K +33,006 +3,341%
Citadel Advisors
84
Citadel Advisors
Florida
$888K +$887K +33,670 New
AWA
85
Acorn Wealth Advisors
Michigan
$865K
GWM
86
Geneos Wealth Management
Colorado
$812K +$640K +24,304 +377%
JCM
87
Jacobi Capital Management
Pennsylvania
$799K -$1.36M -51,587 -63%
CIM
88
Capital Investment Management
Missouri
$797K +$84.7K +3,215 +12%
GS
89
GWN Securities
Florida
$792K +$14K +532 +2%
LC
90
Landaas & Company
Wisconsin
$776K +$201K +7,613 +35%
SEIA
91
Signature Estate & Investment Advisors
California
$752K +$1.92K +73 +0.3%
VF
92
Vawter Financial
Ohio
$752K +$751K +28,500 New
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