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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Axxcess Wealth Management
California
$374K
FHC
102
First Heartland Consultants
Missouri
$374K +$37.4K +1,412 +11%
TA
103
TrueWealth Advisors
Alabama
$359K -$26.1K -984 -7%
SWMG
104
Sard Wealth Management Group
Georgia
$347K +$350K +13,203 New
SI
105
Stephens Inc
Arkansas
$339K -$4.9K -185 -1%
SB
106
Strategic Blueprint
Georgia
$329K +$18.6K +701 +6%
HAG
107
HighPoint Advisor Group
Illinois
$328K +$330K +12,468 New
HIM
108
Hanlon Investment Management
New Jersey
$325K +$2.36K +89 +0.7%
BFP
109
Birchwood Financial Partners
Minnesota
$322K +$325K +12,269 New
JDLA
110
J. Derek Lewis & Associates
California
$307K -$19.9K -750 -6%
WWM
111
Western Wealth Management
Colorado
$302K +$305K +11,498 New
SMAM
112
Sugar Maple Asset Management
Wisconsin
$300K +$302K +11,404 New
AF
113
Advisornet Financial
Minnesota
$285K +$177K +6,677 +160%
TWP
114
Tempus Wealth Planning
California
$280K -$16K -603 -5%
BB
115
Burford Brothers
Texas
$274K +$277K +10,440 New
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$261K +$263K +9,926 New
PCM
117
Parsons Capital Management
Rhode Island
$250K +$252K +9,505 New
IAA
118
Independent Advisor Alliance
North Carolina
$244K +$246K +9,300 New
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$232K +$234K +8,814 New
GA
120
Goldstein Advisors
Wisconsin
$227K +$229K +8,644 New
TFS
121
Thoroughbred Financial Services
Tennessee
$223K
IWM
122
IHT Wealth Management
Illinois
$223K
SFGP
123
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$221K
VA
124
VestGen Advisors
Illinois
$219K +$221K +8,324 New
FFA
125
Florida Financial Advisors
Florida
$217K