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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Acorn Wealth Advisors
Michigan
$861K
SWM
77
SFG Wealth Management
Maryland
$851K +$858K +32,377 New
CFB
78
Cullen/Frost Bankers
Texas
$802K +$73.9K +2,787 +10%
GS
79
GWN Securities
Florida
$775K -$17.2K -650 -2%
SWP
80
Stratos Wealth Partners
Ohio
$775K +$106K +4,000 +16%
VWA
81
Visionary Wealth Advisors
Illinois
$773K +$64.3K +2,428 +9%
SEIA
82
Signature Estate & Investment Advisors
California
$747K +$753K +28,433 New
CIM
83
Capital Investment Management
Missouri
$709K -$20.3K -767 -3%
MA
84
MCF Advisors
Kentucky
$675K +$680K +25,669 New
PFS
85
Prospera Financial Services
Texas
$664K
LC
86
Landaas & Company
Wisconsin
$572K -$250K -9,441 -30%
HI
87
Harbour Investments
Wisconsin
$556K +$89K +3,359 +19%
WIA
88
World Investment Advisors
California
$554K +$98K +3,699 +21%
PWA
89
Peterson Wealth Advisors
Utah
$551K -$52.9K -1,996 -9%
RMP
90
Richards, Merrill & Peterson
Washington
$547K -$662 -25 -0.1%
IWC
91
Integrated Wealth Concepts
Massachusetts
$511K +$118K +4,453 +30%
APA
92
Astoria Portfolio Advisors
New York
$504K +$2.54K +96 +0.5%
UPS
93
UHLMANN PRICE SECURITIES
Illinois
$483K -$29.5K -1,114 -6%
DC
94
Davenport & Co
Virginia
$441K +$444K +16,764 New
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$440K +$444K +16,738 New
IA
96
IFP Advisors
Florida
$438K +$134K +5,041 +43%
IAIM
97
International Assets Investment Management
Florida
$414K +$636 +24 +0.2%
BWM
98
BCS Wealth Management
Tennessee
$412K +$416K +15,684 New
EH
99
Equitable Holdings
New York
$409K +$62.5K +2,360 +18%
WTFG
100
Wood Tarver Financial Group
Idaho
$376K +$768 +29 +0.2%