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Capital Group Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
251
ORBA Wealth Advisors
Illinois
$530K
IA
252
IFG Advisory
Georgia
$529K +$503K +15,192 New
NWMG
253
National Wealth Management Group
Ohio
$522K +$65K +1,960 +15%
PTC
254
Private Trust Company
Ohio
$521K +$128K +3,855 +35%
NL
255
NWAM LLC
Washington
$516K +$492K +14,837 New
AFAS
256
Acorn Financial Advisory Services
Virginia
$516K +$139K +4,183 +39%
SFS
257
Sowell Financial Services
Arkansas
$515K +$490K +14,797 New
SGI
258
Summit Global Investments
Utah
$513K +$15.6K +470 +3%
HGERS
259
Householder Group Estate & Retirement Specialist
Arizona
$509K
NFA
260
Northwest Financial Advisors
Virginia
$508K +$49.7K +1,500 +11%
TSMHT
261
Thurston Springer Miller Herd & Titak
Indiana
$497K +$159K +4,800 +51%
KA
262
Kovack Advisors
Florida
$492K +$256K +7,735 +121%
KOMWMG
263
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$492K +$30.3K +913 +7%
AA
264
Advisory Alpha
Michigan
$484K +$66 +2 +0%
GVAG
265
Great Valley Advisor Group
Delaware
$480K +$168K +5,067 +58%
TCWM
266
Total Clarity Wealth Management
Illinois
$478K +$17.5K +529 +4%
JWCA
267
J.W. Cole Advisors
Florida
$476K +$77.2K +2,328 +20%
NFG
268
Nations Financial Group
Iowa
$469K +$79.7K +2,405 +22%
RGF
269
Retirement Guys Formula
Ohio
$464K -$14.9K -450 -3%
TWM
270
Trueblood Wealth Management
Ohio
$464K +$82.9K +2,500 +23%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$463K -$50.3K -1,517 -10%
USCWA
272
U.S. Capital Wealth Advisors
Texas
$457K +$46.3K +1,397 +12%
BAM
273
Belpointe Asset Management
Nevada
$455K
MWM
274
Mattern Wealth Management
Kansas
$448K +$53.2K +1,605 +14%
SWMG
275
Sard Wealth Management Group
Georgia
$439K +$729 +22 +0.2%