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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
76
First Heartland Consultants
Missouri
$345K +$16.4K +625 +5%
EFG
77
Embree Financial Group
Illinois
$342K +$341K +12,977 New
IWC
78
Integrated Wealth Concepts
Massachusetts
$341K +$339K +12,922 New
TFS
79
Thoroughbred Financial Services
Tennessee
$325K +$20K +761 +7%
SI
80
Stephens Inc
Arkansas
$315K -$1.45K -55 -0.5%
GWP
81
Gateway Wealth Partners
Wisconsin
$291K -$38.8K -1,476 -12%
HIM
82
Hanlon Investment Management
New Jersey
$284K +$39.9K +1,521 +16%
FTUS
83
Flow Traders U.S.
New York
$280K +$279K +10,617 New
Stifel Financial
84
Stifel Financial
Missouri
$256K +$255K +9,697 New
LA
85
Lakeside Advisors
Washington
$250K
LC
86
Landaas & Company
Wisconsin
$249K +$248K +9,441 New
SCM
87
Saxony Capital Management
Missouri
$247K -$20.7K -790 -8%
IWM
88
IHT Wealth Management
Illinois
$223K -$11.2K -425 -5%
SFGP
89
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$222K +$221K +8,409 New
FFA
90
Florida Financial Advisors
Florida
$216K +$215K +8,202 New
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$215K +$3.49K +133 +2%
AWE
92
Avidian Wealth Enterprises
Texas
$211K +$210K +8,000 New
LWM
93
LongView Wealth Management
Georgia
$203K +$202K +7,700 New
FHA
94
Flagship Harbor Advisors
Massachusetts
$201K +$201K +7,636 New
CIAS
95
Capital Investment Advisory Services
North Carolina
$145K +$18.4K +700 +15%
GWM
96
Geneos Wealth Management
Colorado
$120K -$1.14M -43,260 -90%
IA
97
IFP Advisors
Florida
$112K +$107K +4,063 +2,433%
AF
98
Advisornet Financial
Minnesota
$109K +$840 +32 +0.8%
Comerica Bank
99
Comerica Bank
Texas
$78.4K +$55.7K +2,120 +249%
NS
100
NBC Securities
Alabama
$72K +$13.8K +526 +24%