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Capital Group Growth ETF
CGGR

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGLC
501
Johnson Financial Group LLC (Colorado)
Colorado
$408K +$391K +8,653 New
TFA
502
Transamerica Financial Advisors
Florida
$404K +$114K +2,525 +42%
SWP
503
Semus Wealth Partners
Florida
$399K +$3.12K +69 +0.8%
AWA
504
Acorn Wealth Advisors
Michigan
$396K +$380K +8,398 New
SWA
505
Stratos Wealth Advisors
Ohio
$394K +$45.5K +1,007 +14%
RCS
506
R2 Capital Strategies
Nebraska
$391K +$374K +8,274 New
JJBC
507
James J. Burns & Company
New York
$387K – – –
MWA
508
Medallion Wealth Advisors
Connecticut
$382K +$18.7K +413 +5%
CF
509
Convergence Financial
Missouri
$380K +$364K +8,060 New
SCA
510
Snowden Capital Advisors
New York
$377K +$10.5K +232 +3%
IAS
511
Insigneo Advisory Services
Florida
$375K +$359K +7,952 New
CFS
512
CRA Financial Services
New Jersey
$371K -$4.93K -109 -1%
KFAS
513
Keating Financial Advisory Services
Kansas
$365K +$20.1K +445 +6%
WCM
514
Wealthcare Capital Management
Virginia
$364K -$45 -1 -0%
QCG
515
Quadrant Capital Group
Ohio
$362K – – –
TWP
516
Triad Wealth Partners
Kansas
$360K +$859 +19 +0.2%
SW
517
Simplicity Wealth
New Jersey
$360K -$8.72K -193 -2%
NW
518
Naviter Wealth
Arkansas
$351K +$336K +7,425 New
JCM
519
Jacobi Capital Management
Pennsylvania
$344K +$15.3K +339 +5%
AMCA
520
Arthur M. Cohen & Associates
Illinois
$343K – – –
BSSFA
521
Baron Silver Stevens Financial Advisors
Florida
$340K +$325K +7,199 New
HA
522
Herold Advisors
New York
$339K +$28.7K +635 +10%
CA
523
Carson Advisory
Georgia
$338K -$22.2K -491 -6%
GC
524
Guidance Capital
Kentucky
$333K – – –
CWP
525
Cyndeo Wealth Partners
Florida
$330K +$317K +7,002 New
19 20
21
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