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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
Flagship Harbor Advisors
Massachusetts
$217K +$14.5K +547 +7%
Koshinski Asset Management
127
Koshinski Asset Management
Illinois
$215K
VA
128
Valmark Advisers
Ohio
$213K -$1.41M -53,086 -87%
AWE
129
Avidian Wealth Enterprises
Texas
$210K
SA
130
Sovran Advisors
California
$210K +$211K +7,973 New
SFC
131
SYM Financial Corp
Indiana
$203K
CIAS
132
Capital Investment Advisory Services
North Carolina
$184K
GWM
133
Geneos Wealth Management
Colorado
$170K
AWM
134
AE Wealth Management
Kansas
$162K +$117K +4,432 +256%
SIM
135
Synergy Investment Management
Florida
$160K +$161K +6,080 New
CA
136
CoreCap Advisors
Michigan
$104K +$46.6K +1,757 +80%
ATS
137
Ashton Thomas Securities
New York
$101K +$102K +3,838 New
CAL
138
Capital Analysts LLC
Pennsylvania
$98K +$50K +1,885 +102%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$84.8K +$85.5K +3,226 New
NS
140
NBC Securities
Alabama
$76.6K
UBS Group
141
UBS Group
Switzerland
$71.3K +$71.9K +2,714 New
PTC
142
Private Trust Company
Ohio
$61.8K +$12K +452 +24%
AF
143
Allworth Financial
California
$57.7K -$2.12K -80 -4%
LWM
144
Lodestone Wealth Management
Washington
$51.6K +$371 +14 +0.7%
JP Morgan Chase
145
JP Morgan Chase
New York
$26K -$31.7K -1,195 -55%
FFA
146
Farther Finance Advisors
California
$25.4K +$4.16K +157 +19%
CFD
147
Creative Financial Designs
Indiana
$12.4K -$2.97K -112 -19%
CI
148
CX Institutional
Indiana
$1K
JWCA
149
J.W. Cole Advisors
Florida
-$3.83M -145,281 Closed
SG
150
StoneX Group
New York
-$2.99M -113,285 Closed