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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
51
Wise Wealth Partners
Arizona
$1.47M -$224K -8,044 -13%
PAS
52
Park Avenue Securities
New York
$1.4M +$1.38M +49,436 New
Mariner
53
Mariner
Kansas
$1.23M +$535K +19,207 +80%
SPC
54
Sigma Planning Corp
Michigan
$1.18M +$589K +21,151 +104%
OL
55
Owen LaRue
Kentucky
$1.1M +$1.08M +38,900 New
HI
56
Harbour Investments
Wisconsin
$1.08M +$471K +16,891 +80%
RA
57
RFG Advisory
Alabama
$1.05M +$376K +13,506 +57%
LWM
58
LongView Wealth Management
Georgia
$1.03M +$539K +19,332 +115%
PWM
59
Pines Wealth Management
North Carolina
$960K -$22.2K -796 -2%
SWP
60
Sagespring Wealth Partners
Tennessee
$942K +$207K +7,431 +29%
PAG
61
Private Advisor Group
New Jersey
$916K +$347K +12,446 +63%
MSAM
62
Moloney Securities Asset Management
Missouri
$909K +$263K +9,455 +42%
RIL
63
Rothschild Investment LLC
Illinois
$897K +$108K +3,888 +14%
KAS
64
Kestra Advisory Services
Texas
$880K +$512K +18,382 +146%
WIA
65
World Investment Advisors
California
$821K +$504K +18,098 +167%
SFS
66
Security Financial Services
Indiana
$696K +$337K +12,107 +98%
TRCT
67
Tower Research Capital (TRC)
New York
$690K +$677K +24,299 New
OFS
68
OneAscent Financial Services
Alabama
$689K +$21.7K +779 +3%
LA
69
Latitude Advisors
Florida
$686K +$245K +8,779 +57%
TWP
70
Tempus Wealth Planning
California
$668K +$655K +23,522 New
BFA
71
Blueprint Financial Advisors
North Carolina
$665K +$652K +23,410 New
BIP
72
Blueprint Investment Partners
North Carolina
$665K +$652K +23,410 New
SA
73
Sovran Advisors
California
$652K +$24.8K +890 +4%
TWM
74
Trinity Wealth Management
Pennsylvania
$642K +$87.4K +3,138 +16%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$604K +$592K +21,261 New