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Capital Group Global Growth Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SM
126
Sweeney & Michel
California
$847K +$790K +29,036 New
RJT
127
Raymond James Trust
Florida
$767K +$238K +8,727 +49%
SFS
128
Sowell Financial Services
Arkansas
$703K +$63.5K +2,333 +11%
AWA
129
Arkadios Wealth Advisors
Georgia
$698K
RA
130
Ruggaard & Associates
Ohio
$688K +$327K +12,004 +101%
Cerity Partners
131
Cerity Partners
New York
$685K +$1.36K +50 +0.2%
BMWM
132
Brown Miller Wealth Management
Virginia
$680K
Creative Planning
133
Creative Planning
Kansas
$679K -$30.1K -1,107 -4%
OW
134
Olistico Wealth
Oklahoma
$649K
MIM
135
Moseley Investment Management
Florida
$643K +$31.8K +1,169 +6%
PWP
136
Principle Wealth Partners
Connecticut
$637K +$603K +22,135 New
Comerica Bank
137
Comerica Bank
Texas
$633K +$245 +9 +0%
MFG
138
Merit Financial Group
Georgia
$606K
CL
139
Choreo LLC
Illinois
$596K +$1.14K +42 +0.2%
SN
140
Sittner & Nelson
Oregon
$548K +$201K +7,393 +63%
HCMG
141
Howard Capital Management Group
California
$535K +$505K +18,566 New
IAIM
142
International Assets Investment Management
Florida
$532K +$28.4K +1,045 +6%
MSAM
143
Moloney Securities Asset Management
Missouri
$528K +$17.1K +630 +4%
FFA
144
Founders Financial Alliance
North Carolina
$524K +$496K +18,210 New
OC
145
Oppenheimer & Co
New York
$523K +$6.8K +250 +1%
WIA
146
World Investment Advisors
California
$516K +$125K +4,598 +36%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$513K +$485K +17,825 New
AWS
148
Atria Wealth Solutions
New York
$507K -$81.6K -2,997 -15%
TFS
149
Thoroughbred Financial Services
Tennessee
$506K +$227K +8,357 +90%
1WA
150
180 Wealth Advisors
Washington
$496K +$44.4K +1,630 +10%