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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$588K +$177K +6,725 +43%
WIA
102
World Investment Advisors
California
$555K
DC
103
Davenport & Co
Virginia
$545K +$103K +3,891 +23%
RMP
104
Richards, Merrill & Peterson
Washington
$539K -$9.88K -375 -2%
PWA
105
Perspective Wealth Advisors
Colorado
$524K +$523K +19,857 New
PWA
106
Peterson Wealth Advisors
Utah
$510K -$43.5K -1,649 -8%
APA
107
Astoria Portfolio Advisors
New York
$507K +$3.35K +127 +0.7%
IA
108
IFP Advisors
Florida
$489K +$49.9K +1,893 +11%
NFA
109
Northwest Financial Advisors
Virginia
$459K +$458K +17,389 New
BWM
110
BCS Wealth Management
Tennessee
$435K +$20.9K +793 +5%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$421K -$21.1K -800 -5%
IAIM
112
International Assets Investment Management
Florida
$413K -$1.5K -57 -0.4%
SMAM
113
Sugar Maple Asset Management
Wisconsin
$403K +$102K +3,887 +34%
FHC
114
First Heartland Consultants
Missouri
$391K +$15.8K +600 +4%
WTFG
115
Wood Tarver Financial Group
Idaho
$379K +$711 +27 +0.2%
AWM
116
Axxcess Wealth Management
California
$378K +$1.98K +75 +0.5%
AF
117
Advisornet Financial
Minnesota
$378K +$91.6K +3,475 +32%
SB
118
Strategic Blueprint
Georgia
$354K +$23.8K +905 +7%
SI
119
Stephens Inc
Arkansas
$343K +$2.77K +105 +0.8%
TA
120
TrueWealth Advisors
Alabama
$342K -$18K -682 -5%
CIAS
121
Capital Investment Advisory Services
North Carolina
$340K +$155K +5,900 +84%
BFP
122
Birchwood Financial Partners
Minnesota
$327K +$3.06K +116 +0.9%
WWM
123
Western Wealth Management
Colorado
$307K +$3.16K +120 +1%
BPA
124
Beacon Pointe Advisors
California
$301K +$301K +11,420 New
TWP
125
Tempus Wealth Planning
California
$286K +$5.22K +198 +2%