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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$306K +$195K +7,386 +175%
LA
102
Lakeside Advisors
Washington
$303K +$52.7K +2,000 +21%
TWP
103
Tempus Wealth Planning
California
$296K +$297K +11,256 New
IWM
104
IHT Wealth Management
Illinois
$223K
TFS
105
Thoroughbred Financial Services
Tennessee
$223K -$101K -3,829 -31%
SFGP
106
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$221K
FFA
107
Florida Financial Advisors
Florida
$217K +$1.37K +52 +0.6%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$215K
AWE
109
Avidian Wealth Enterprises
Texas
$211K
SFC
110
SYM Financial Corp
Indiana
$204K +$204K +7,739 New
LWM
111
LongView Wealth Management
Georgia
$204K
FHA
112
Flagship Harbor Advisors
Massachusetts
$203K +$1.61K +61 +0.8%
CIAS
113
Capital Investment Advisory Services
North Carolina
$184K +$39.5K +1,500 +27%
GWM
114
Geneos Wealth Management
Colorado
$170K +$50.1K +1,900 +42%
AF
115
Advisornet Financial
Minnesota
$110K +$870 +33 +0.8%
NS
116
NBC Securities
Alabama
$76.7K +$4.83K +183 +7%
AF
117
Allworth Financial
California
$60K
CA
118
CoreCap Advisors
Michigan
$58.2K +$58.2K +2,209 New
JP Morgan Chase
119
JP Morgan Chase
New York
$57.5K +$14.3K +542 +33%
GRP
120
Global Retirement Partners
California
$53.9K -$8.86K -336 -14%
LWM
121
Lodestone Wealth Management
Washington
$51.4K +$51.4K +1,950 New
PTC
122
Private Trust Company
Ohio
$50K +$50.1K +1,900 New
CAL
123
Capital Analysts LLC
Pennsylvania
$49K +$2.87K +109 +6%
AWM
124
AE Wealth Management
Kansas
$45.6K +$45.7K +1,732 New
Comerica Bank
125
Comerica Bank
Texas
$44.9K -$33.4K -1,268 -43%