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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
26
GWN Securities
Florida
$295K +$312K +12,344 New
LA
27
Latitude Advisors
Florida
$295K +$312K +12,344 New
TWM
28
Tradition Wealth Management
Minnesota
$290K +$307K +12,150 New
OFS
29
OneAscent Financial Services
Alabama
$280K +$297K +11,734 New
MLRA
30
Main Line Retirement Advisors
Montana
$276K +$292K +11,550 New
FFS
31
Founders Financial Securities
Maryland
$264K +$286K +11,314 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$246K +$260K +10,297 New
EFS
33
Essex Financial Services
Connecticut
$241K +$255K +10,095 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$238K +$251K +9,950 New
WIA
35
World Investment Advisors
California
$219K +$231K +9,150 New
HI
36
Harbour Investments
Wisconsin
$206K +$218K +8,618 New
BC
37
Barrett & Company
Rhode Island
$122K +$130K +5,125 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$115K +$121K +4,794 New
IA
39
IFP Advisors
Florida
$29.7K +$31.4K +1,242 New
OP
40
ORG Partners
Indiana
$20.9K +$22K +870 New
CAWM
41
Capital A Wealth Management
Pennsylvania
$12.4K +$13.1K +520 New
MSFP
42
Mark Sheptoff Financial Planning
Connecticut
$9.32K +$9.86K +390 New
SPIA
43
Steward Partners Investment Advisory
New York
$3.63K +$3.84K +152 New
CAL
44
Capital Analysts LLC
Pennsylvania
$3K +$2.91K +115 New