We are live on ! Find out more
CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Tradition Wealth Management
Minnesota
$3.66M +$113K +3,730 +3%
Truist Financial
52
Truist Financial
North Carolina
$3.63M +$351K +11,584 +10%
LWP
53
Laurel Wealth Planning
Minnesota
$3.58M +$1.8M +59,223 +95%
CFB
54
Cullen/Frost Bankers
Texas
$3.57M +$712K +23,458 +24%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$3.47M +$343K +11,317 +11%
SPC
56
Sigma Planning Corp
Michigan
$3.44M +$1.96M +64,658 +123%
GWP
57
Gateway Wealth Partners
Wisconsin
$3.22M +$3.33M +109,720 New
IFG
58
Independent Financial Group
California
$3.19M +$511K +16,862 +18%
EFS
59
Essex Financial Services
Connecticut
$3.18M +$466K +15,359 +17%
PS
60
Principal Securities
Iowa
$3.03M +$371K +12,229 +13%
NF
61
NavPoint Financial
Minnesota
$3.01M +$822K +27,088 +36%
Mariner
62
Mariner
Kansas
$2.88M +$1.34M +44,292 +83%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$2.78M +$2.87M +94,707 New
WSA
64
Wealth Science Advisors
Georgia
$2.69M
EH
65
Equitable Holdings
New York
$2.67M +$1.98M +65,161 +238%
PAG
66
Private Advisor Group
New Jersey
$2.65M +$1.17M +38,440 +74%
HighTower Advisors
67
HighTower Advisors
Illinois
$2.49M +$147K +4,833 +6%
EW
68
Entruity Wealth
California
$2.39M -$38.7K -1,277 -2%
WIA
69
World Investment Advisors
California
$2.26M +$796K +26,258 +52%
BFS
70
Boyer Financial Services
California
$2.24M +$405K +13,367 +21%
NAS
71
NWF Advisory Services
California
$2.16M +$178K +5,867 +9%
AIFS
72
A&I Financial Services
Colorado
$2.14M +$202K +6,670 +10%
HNH
73
Hopwood Nicholas Hunter
$2.1M +$38.9K +1,281 +2%
KWM
74
Kingsview Wealth Management
Oregon
$1.99M +$724K +23,855 +54%
MA
75
Mutual Advisors
Nebraska
$1.98M +$1.55M +51,032 +308%