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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
151
BlackRock
New York
$93.1K +$93K +3,529 New
PTC
152
Private Trust Company
Ohio
$78.9K +$16.8K +637 +27%
NS
153
NBC Securities
Alabama
$76.9K
AF
154
Allworth Financial
California
$56.4K -$1.5K -57 -3%
GRP
155
Global Retirement Partners
California
$54.1K +$54K +2,051 New
CA
156
Continuum Advisory
Idaho
$42.2K +$42.2K +1,600 New
LWM
157
Lodestone Wealth Management
Washington
$41.2K -$10.6K -402 -20%
CFD
158
Creative Financial Designs
Indiana
$34.4K +$21.9K +831 +176%
SGFG
159
Silver Grove Financial Group
New York
$22.5K +$22.4K +851 New
UBS Group
160
UBS Group
Switzerland
$18.5K -$53.1K -2,014 -74%
CI
161
CX Institutional
Indiana
$1K
APFP
162
Action Point Financial Planning
Michigan
$501 +$501 +19 New
Jane Street
163
Jane Street
New York
-$3.63M -137,966 Closed
RHP
164
Royal Harbor Partners
Texas
-$2.92M -110,981 Closed
OMC
165
Old Mission Capital
Illinois
-$2.47M -93,958 Closed
SWM
166
SFG Wealth Management
Maryland
-$851K -32,377 Closed
HAG
167
HighPoint Advisor Group
Illinois
-$328K -12,468 Closed
IAA
168
Independent Advisor Alliance
North Carolina
-$244K -9,300 Closed
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
-$232K -8,814 Closed
SFGP
170
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$221K -8,409 Closed
FFA
171
Florida Financial Advisors
Florida
-$217K -8,254 Closed
VA
172
Valmark Advisers
Ohio
-$213K -8,091 Closed
SA
173
Sovran Advisors
California
-$210K -7,973 Closed