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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$10.1M +$4.02M +141,260 +68%
P
27
&Partners
Tennessee
$9.63M +$4.45M +156,582 +88%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$8.12M +$8.01M +281,573 New
CCA
29
Coign Capital Advisors
Utah
$7.35M +$642K +22,572 +10%
NWMG
30
National Wealth Management Group
Ohio
$7.05M +$6.42M +225,605 +1,196%
SFA
31
Souders Financial Advisors
Ohio
$6.94M +$281K +9,881 +4%
BCI
32
Brinker Capital Investments
Pennsylvania
$6.8M +$532K +18,697 +9%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$6.4M +$775K +27,237 +14%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$6.37M +$1.28M +44,985 +27%
CSP
35
Cary Street Partners
Virginia
$5.67M +$184K +6,456 +3%
JDLA
36
J. Derek Lewis & Associates
California
$4.93M +$4.86M +170,927 New
SAM
37
Smartleaf Asset Management
Massachusetts
$4.18M +$482K +16,934 +13%
VA
38
Valmark Advisers
Ohio
$4.09M +$2.3M +80,822 +133%
SWM
39
StoneCrest Wealth Management
Arizona
$3.96M +$392K +13,779 +11%
STA
40
Smith Thornton Advisors
Alabama
$3.64M +$131K +4,602 +4%
TWM
41
Tradition Wealth Management
Minnesota
$3.49M +$1.46M +51,495 +74%
CFG
42
CMC Financial Group
Georgia
$3.45M +$3.41M +119,727 New
BWM
43
BNB Wealth Management
Maryland
$3.43M +$3.39M +119,097 New
Truist Financial
44
Truist Financial
North Carolina
$3.24M +$512K +17,991 +19%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$3.08M +$506K +17,771 +20%
CFB
46
Cullen/Frost Bankers
Texas
$2.83M +$650K +22,863 +30%
WSA
47
Wealth Science Advisors
Georgia
$2.69M +$2.65M +93,269 New
EFS
48
Essex Financial Services
Connecticut
$2.68M +$693K +24,367 +35%
IFG
49
Independent Financial Group
California
$2.64M +$601K +21,116 +30%
PS
50
Principal Securities
Iowa
$2.62M +$553K +19,421 +27%