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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
$346M +$3.74M +141,300 +1%
Morgan Stanley
2
Morgan Stanley
New York
$96.9M +$22.8M +858,565 +30%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$77M +$7.46M +281,585 +11%
LPL Financial
4
LPL Financial
California
$57.6M +$16M +602,132 +38%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$29M +$19.8M +746,997 +209%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$26M +$7.64M +288,245 +41%
CGPCS
7
Capital Group Private Client Services
California
$21M +$579K +21,839 +3%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$18.7M -$3.93M -148,310 -17%
Wells Fargo
9
Wells Fargo
California
$18.1M +$1.97M +74,252 +12%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$17.3M +$7.12M +268,513 +69%
Truist Financial
11
Truist Financial
North Carolina
$11M +$867K +32,702 +8%
Raymond James Financial
12
Raymond James Financial
Florida
$10.4M +$1.38M +51,961 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.79M -$778K -29,370 -7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.48M +$1.75M +66,133 +22%
MML Investors Services
15
MML Investors Services
Massachusetts
$9.16M -$1.01M -37,970 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.57M +$3.98M +150,064 +85%
KAS
17
Kestra Advisory Services
Texas
$8.15M +$5.88M +221,749 +251%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$7.99M +$1.94M +73,372 +32%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.64M +$507K +19,120 +7%
BWA
20
Boulder Wealth Advisors
Colorado
$6.59M +$4.46M +168,317 +204%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$5.33M +$1.01M +38,155 +23%
IW
22
Integrated Wealthcare
North Carolina
$5.15M +$11.1K +418 +0.2%
SPIA
23
Steward Partners Investment Advisory
New York
$5.04M +$338K +12,745 +7%
FCG
24
Financial Connections Group
California
$5.02M +$365K +13,758 +8%
PS
25
Principal Securities
Iowa
$4.96M +$454K +17,131 +10%