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Capital Group Global Growth Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$36.8M +$615K +18,770 +2%
LA
27
LVW Advisors
New York
$35.1M +$2.68M +81,900 +9%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$31.9M +$567K +17,288 +2%
DJSG
29
D.J. St. Germain
Massachusetts
$31.2M +$347K +10,589 +1%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$29.5M -$667K -20,363 -2%
Stifel Financial
31
Stifel Financial
Missouri
$29M +$4.31M +131,587 +18%
FFS
32
Forge Financial Services
Oklahoma
$28.5M +$1.6M +48,927 +6%
DADC
33
D.A. Davidson & Co
Montana
$27.4M +$209K +6,367 +0.8%
SB
34
Strategic Blueprint
Georgia
$27.2M +$9.68M +295,228 +59%
Corient Private Wealth
35
Corient Private Wealth
Florida
$23.4M -$698K -21,306 -3%
BEI
36
Benjamin Edwards Inc
Missouri
$23.3M +$4.54M +138,401 +26%
RWP
37
Reliant Wealth Planning
Kentucky
$22.7M -$242K -7,379 -1%
WAM
38
WNY Asset Management
New York
$22.6M +$845K +25,787 +4%
BPA
39
Beacon Pointe Advisors
California
$21.8M +$15.4M +470,144 +279%
VA
40
Valmark Advisers
Ohio
$21.3M +$2.36M +71,855 +13%
PFS
41
Prospera Financial Services
Texas
$21.2M +$140K +4,271 +0.7%
AssetMark Inc
42
AssetMark Inc
California
$19.6M +$9.88M +301,488 +111%
Jane Street
43
Jane Street
New York
$17.5M +$12.2M +373,205 +269%
JP Morgan Chase
44
JP Morgan Chase
New York
$17M +$10.1M +307,121 +145%
BFG
45
Bleakley Financial Group
New Jersey
$15.7M +$117K +3,566 +0.8%
Citadel Advisors
46
Citadel Advisors
Florida
$15.4M +$7.22M +220,265 +95%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$13.9M +$6.68M +203,671 +101%
RWP
48
Ridgeline Wealth Planning
Ohio
$13.5M -$1.81M -55,187 -12%
AWM
49
Apollon Wealth Management
South Carolina
$13M +$5.59M +170,671 +81%
FFA
50
Frazier Financial Advisors
Ohio
$12.1M +$7.63M +232,777 +192%