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Capital Group Global Growth Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VW
226
Vantus Wealth
Pennsylvania
$825K +$822K +23,798 New
PFA
227
Presper Financial Architects
Ohio
$823K -$50K -1,448 -6%
UPS
228
UHLMANN PRICE SECURITIES
Illinois
$822K -$9.54K -276 -1%
AFA
229
American Financial Advisors
Georgia
$819K -$4.49K -130 -0.5%
BMWM
230
Brown Miller Wealth Management
Virginia
$818K
1WA
231
180 Wealth Advisors
Washington
$817K +$63K +1,824 +8%
OW
232
Olistico Wealth
Oklahoma
$786K +$1.76K +51 +0.2%
EWP
233
Evergreen Wealth Partners
Montana
$783K +$780K +22,584 New
CFG
234
Certior Financial Group
Pennsylvania
$760K +$46.8K +1,354 +7%
MC
235
Moors & Cabot
Massachusetts
$757K -$37.7K -1,092 -5%
CWM
236
Cornerstone Wealth Management
Missouri
$752K +$749K +21,688 New
AIM
237
Advyzon Investment Management
Illinois
$725K +$723K +20,928 New
FSBI
238
Fearless Solutions (Best Invest)
Texas
$720K +$4.56K +132 +0.6%
Ameriprise
239
Ameriprise
Minnesota
$709K -$70.3K -2,034 -9%
IAS
240
Insigneo Advisory Services
Florida
$694K -$22.8K -659 -3%
IPA
241
Investment Planning Advisors
Georgia
$689K +$10.2K +295 +2%
LWA
242
Lantern Wealth Advisors
New York
$687K +$318K +9,195 +87%
OIA
243
OneDigital Investment Advisors
Kansas
$684K +$682K +19,745 New
SWMG
244
Signature Wealth Management Group
Georgia
$684K +$13.5K +392 +2%
CA
245
Cornerstone Advisory
Maryland
$659K -$58.5K -1,692 -8%
QCG
246
Quadrant Capital Group
Ohio
$654K +$652K +18,866 New
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$652K -$33.2K -960 -5%
HCMG
248
Howard Capital Management Group
California
$643K
CL
249
Choreo LLC
Illinois
$636K -$11.3K -327 -2%
SWA
250
Stratos Wealth Advisors
Ohio
$622K +$28.1K +812 +5%