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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$320M +$2.28M +87,513 +0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41M +$2.87M +109,837 +7%
Morgan Stanley
3
Morgan Stanley
New York
$36.8M +$21.6M +826,272 +140%
LPL Financial
4
LPL Financial
California
$20.8M +$4.56M +174,825 +28%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$15.9M +$6.97M +267,240 +78%
PW
6
PUREfi Wealth
Massachusetts
$12M -$259K -9,912 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$9.83M +$1.34M +51,442 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.13M +$3.59M +137,789 +101%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.36M +$6.34M +242,993 +17,737%
Betterment LLC
10
Betterment LLC
New York
$6.12M +$120K +4,583 +2%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.12M +$401K +15,375 +7%
BWG
12
Beta Wealth Group
California
$6.02M -$12K -460 -0.2%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$4.18M +$250K +9,578 +6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.15M +$95.7K +3,670 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.12M +$424K +16,270 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.68M +$782K +29,980 +27%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.62M +$870K +33,367 +32%
FCG
18
Financial Connections Group
California
$3.4M +$2.86M +109,730 +517%
PAG
19
Private Advisor Group
New Jersey
$3.38M +$64.7K +2,482 +2%
Jane Street
20
Jane Street
New York
$3.06M +$2.35M +90,157 +328%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.33M +$88.5K +3,391 +4%
Truist Financial
22
Truist Financial
North Carolina
$2.33M +$237K +9,074 +11%
HTWM
23
Hartmann Taylor Wealth Management
Texas
$2.32M +$2.32M +89,092 New
BCI
24
Brinker Capital Investments
Pennsylvania
$2.28M +$125K +4,778 +6%
OPS
25
Orion Portfolio Solutions
Nebraska
$2.28M +$125K +4,778 +6%