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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$571K +$30.6K +1,238 +6%
HI
52
Harbour Investments
Wisconsin
$565K +$306K +12,392 +144%
SPC
53
Sigma Planning Corp
Michigan
$545K +$6.94K +281 +1%
PAG
54
Private Advisor Group
New Jersey
$533K +$489K +19,830 New
TWM
55
Trinity Wealth Management
Pennsylvania
$523K +$481K +19,473 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$519K +$358K +14,521 +303%
LWM
57
LongView Wealth Management
Georgia
$453K +$416K +16,861 New
DADC
58
D.A. Davidson & Co
Montana
$449K +$413K +16,720 New
LA
59
Latitude Advisors
Florida
$414K +$75.4K +3,055 +25%
MHB
60
Midwest Heritage Bank
Iowa
$365K +$335K +13,574 New
FFS
61
Founders Financial Securities
Maryland
$346K +$38.9K +1,575 +14%
KAS
62
Kestra Advisory Services
Texas
$339K +$312K +12,630 New
VA
63
Valmark Advisers
Ohio
$339K +$311K +12,610 New
SFS
64
Security Financial Services
Indiana
$333K +$306K +12,405 New
WIA
65
World Investment Advisors
California
$291K +$41K +1,662 +18%
OP
66
ORG Partners
Indiana
$276K +$230K +9,319 +1,071%
BWP
67
Balboa Wealth Partners
Arizona
$272K +$249K +10,102 New
SFA
68
Souders Financial Advisors
Ohio
$261K +$240K +9,724 New
Citadel Advisors
69
Citadel Advisors
Florida
$241K +$221K +8,969 New
SWGC
70
Summit Wealth Group (Colorado)
Colorado
$215K +$197K +7,994 New
JWM
71
JGP Wealth Management
Oregon
$209K +$192K +7,770 New
BC
72
Barrett & Company
Rhode Island
$153K +$13.6K +550 +11%
Morgan Stanley
73
Morgan Stanley
New York
$47K +$43.1K +1,748 New
IA
74
IFP Advisors
Florida
$33.4K
Raymond James Financial
75
Raymond James Financial
Florida
$29.8K +$27.3K +1,107 New