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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$2.52M +$1.89M +66,296 +316%
EW
52
Entruity Wealth
California
$2.39M +$2.35M +82,778 New
HighTower Advisors
53
HighTower Advisors
Illinois
$2.31M +$39.7K +1,394 +2%
NF
54
NavPoint Financial
Minnesota
$2.18M +$429K +15,071 +25%
HNH
55
Hopwood Nicholas Hunter
$2.03M +$2M +70,277 New
NAS
56
NWF Advisory Services
California
$1.95M +$355K +12,474 +23%
AIFS
57
A&I Financial Services
Colorado
$1.91M +$94.8K +3,332 +5%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.87M +$1.84M +64,725 New
BFS
59
Boyer Financial Services
California
$1.84M +$1.79M +62,864 New
LWP
60
Laurel Wealth Planning
Minnesota
$1.81M -$30.9K -1,086 -2%
BWG
61
Beta Wealth Group
California
$1.74M -$11.4K -401 -0.7%
HI
62
Harbour Investments
Wisconsin
$1.69M +$588K +20,671 +55%
PAS
63
Park Avenue Securities
New York
$1.67M +$241K +8,467 +17%
WWP
64
Wise Wealth Partners
Arizona
$1.66M +$157K +5,533 +11%
Mariner
65
Mariner
Kansas
$1.55M +$295K +10,386 +24%
SPC
66
Sigma Planning Corp
Michigan
$1.51M +$312K +10,959 +26%
PAG
67
Private Advisor Group
New Jersey
$1.49M +$555K +19,501 +60%
MW
68
Merited Wealth
Florida
$1.48M +$1.46M +51,281 New
WIA
69
World Investment Advisors
California
$1.47M +$625K +21,972 +76%
VVP
70
Venture Visionary Partners
Ohio
$1.44M +$898K +31,557 +171%
PA
71
PFG Advisors
Arizona
$1.33M +$883K +31,050 +207%
DAS
72
Dynamic Advisor Solutions
Arizona
$1.29M +$1.28M +44,844 New
LWM
73
LongView Wealth Management
Georgia
$1.28M +$166K +5,832 +16%
SWP
74
Sagespring Wealth Partners
Tennessee
$1.27M +$313K +10,996 +33%
KWM
75
Kingsview Wealth Management
Oregon
$1.27M -$618K -21,711 -33%