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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
$343M +$3.3M +125,134 +1%
Morgan Stanley
2
Morgan Stanley
New York
$74.5M +$1.27M +48,078 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$69.7M +$12.8M +485,216 +22%
LPL Financial
4
LPL Financial
California
$41.9M +$8.45M +320,323 +25%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$22.7M +$1.52M +57,547 +7%
CGPCS
6
Capital Group Private Client Services
California
$20.5M +$3.51M +133,075 +21%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$18.5M +$3.76M +142,689 +26%
Wells Fargo
8
Wells Fargo
California
$16.2M +$4.65M +176,250 +40%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.6M +$254K +9,641 +2%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$10.2M +$2.32M +87,969 +29%
MML Investors Services
11
MML Investors Services
Massachusetts
$10.2M +$975K +36,966 +11%
Truist Financial
12
Truist Financial
North Carolina
$10.2M +$7.37M +279,654 +261%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$9.42M +$5.54M +210,171 +142%
Raymond James Financial
14
Raymond James Financial
Florida
$9.06M +$1.54M +58,554 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.76M +$517K +19,603 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.16M +$1.73M +65,570 +32%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$6.08M +$310K +11,746 +5%
IW
18
Integrated Wealthcare
North Carolina
$5.15M +$5.16M +195,551 New
SPIA
19
Steward Partners Investment Advisory
New York
$4.71M +$471K +17,857 +11%
FCG
20
Financial Connections Group
California
$4.67M -$48.1K -1,826 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.64M +$56.6K +2,145 +1%
PS
22
Principal Securities
Iowa
$4.52M +$1.93M +73,179 +74%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$4.34M +$285K +10,800 +7%
HTWM
24
Hartmann Taylor Wealth Management
Texas
$4.34M +$546K +20,694 +14%
PAG
25
Private Advisor Group
New Jersey
$3.94M +$476K +18,064 +14%