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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
26
Presper Financial Architects
Ohio
$21.2M +$8.09K +257 +0%
P
27
&Partners
Tennessee
$18.3M +$3.7M +117,368 +27%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$17.2M +$8M +254,212 +95%
MLRA
29
Main Line Retirement Advisors
Montana
$16.8M -$406K -12,909 -2%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$16.8M +$13.1M +415,219 +438%
VA
31
Valmark Advisers
Ohio
$15.5M +$8.19M +260,152 +125%
Macquarie Group
32
Macquarie Group
Australia
$15.2M +$14.5M +460,000 New
SB
33
Strategic Blueprint
Georgia
$15.1M +$285K +9,037 +2%
CFG
34
Compton Financial Group
Maryland
$15.1M +$8.24M +261,724 +134%
SI
35
Stephens Inc
Arkansas
$13.3M +$257K +8,162 +2%
KW
36
KWB Wealth
California
$12.5M +$12M +379,650 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$12.3M +$5.22M +165,736 +80%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$953K +30,280 +11%
SFA
39
Souders Financial Advisors
Ohio
$10.1M +$568K +18,044 +6%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$10M +$558K +17,712 +6%
CCA
41
Coign Capital Advisors
Utah
$9.46M +$272K +8,629 +3%
BCI
42
Brinker Capital Investments
Pennsylvania
$9.31M +$533K +16,933 +6%
JDLA
43
J. Derek Lewis & Associates
California
$9.29M +$1.76M +55,822 +25%
GVAG
44
Great Valley Advisor Group
Delaware
$8.92M +$1.27M +40,349 +18%
EFS
45
Essex Financial Services
Connecticut
$7.1M +$3.36M +106,849 +99%
EH
46
Equitable Holdings
New York
$7.03M +$3.8M +120,597 +130%
CSP
47
Cary Street Partners
Virginia
$6.28M +$311K +9,875 +5%
PAG
48
Private Advisor Group
New Jersey
$6.27M +$3.15M +99,913 +111%
NWMG
49
National Wealth Management Group
Ohio
$5.92M -$2.21M -70,239 -28%
RHP
50
Royal Harbor Partners
Texas
$5.8M +$53.8K +1,708 +1%