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Capital Group Growth ETF
CGGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$309K +$168K +7,457 +93%
VA
52
Valmark Advisers
Ohio
$304K +$343K +15,225 New
EFS
53
Essex Financial Services
Connecticut
$253K +$285K +12,666 New
AIA
54
Armor Investment Advisors
North Carolina
$252K +$284K +12,620 New
APA
55
American Portfolios Advisors
New York
$245K +$189K +8,405 +217%
IFPL
56
Investments & Financial Planning LLC
Kentucky
$242K +$274K +12,139 New
LC
57
Lincoln Capital
Nebraska
$224K +$252K +11,203 New
RJT
58
Raymond James Trust
Florida
$221K +$250K +11,072 New
CHJWM
59
Carlton Hofferkamp & Jenks Wealth Management
Texas
$220K +$239K +10,588 New
FFS
60
Founders Financial Securities
Maryland
$220K +$248K +11,000 New
H
61
HoyleCohen
California
$217K +$245K +10,880 New
BMWM
62
Brown Miller Wealth Management
Virginia
$217K +$246K +10,905 New
MWM
63
Madison Wealth Management
Ohio
$215K +$243K +10,770 New
CFGS
64
Concourse Financial Group Securities
Alabama
$196K +$153K +6,791 +224%
GRP
65
Global Retirement Partners
California
$168K +$188K +8,352 +16,704%
BAM
66
Belpointe Asset Management
Nevada
$168K +$190K +8,440 New
CF
67
Centaurus Financial
California
$115K +$130K +5,751 New
WWP
68
WR Wealth Planners
Missouri
$100K +$113K +5,020 New
SN
69
Sittner & Nelson
Oregon
$66K +$74.4K +3,300 New
IA
70
IFP Advisors
Florida
$25K – – –
CFD
71
Creative Financial Designs
Indiana
$20K +$22.5K +1,000 New
SWM
72
Selective Wealth Management
Virginia
$20K +$22.5K +1,000 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$19K +$21.4K +950 New
PFS
74
Prospera Financial Services
Texas
$11K +$12.8K +567 New
CWC
75
Carolinas Wealth Consulting
North Carolina
$10K +$11.1K +494 New
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