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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
Park Avenue Securities
New York
$2.85M +$2.73M +86,589 New
AIFS
77
A&I Financial Services
Colorado
$2.75M +$330K +10,470 +14%
OC
78
Oppenheimer & Co
New York
$2.75M +$728K +23,108 +38%
PA
79
PFG Advisors
Arizona
$2.71M +$744K +23,642 +40%
NAS
80
NWF Advisory Services
California
$2.66M +$218K +6,937 +9%
EW
81
Entruity Wealth
California
$2.65M -$30.9K -981 -1%
VVP
82
Venture Visionary Partners
Ohio
$2.46M +$659K +20,934 +39%
HNH
83
Hopwood Nicholas Hunter
$2.46M +$93.6K +2,973 +4%
WIA
84
World Investment Advisors
California
$2.29M +$7.75K +246 +0.3%
FFS
85
Founders Financial Securities
Maryland
$2.02M +$264K +8,380 +16%
WWP
86
Wise Wealth Partners
Arizona
$1.99M +$22K +699 +1%
BWG
87
Beta Wealth Group
California
$1.93M
KWM
88
Kingsview Wealth Management
Oregon
$1.85M -$367K -11,670 -17%
SA
89
Sanctuary Advisors
Indiana
$1.8M +$1.31M +41,569 +316%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$1.8M +$1.14M +36,325 +199%
VT
91
Vise Technologies
New York
$1.77M +$1.69M +53,549 New
SPIA
92
Steward Partners Investment Advisory
New York
$1.71M +$1.61M +51,251 +10,354%
UBS AM
93
UBS AM
Illinois
$1.69M
SWP
94
Stratos Wealth Partners
Ohio
$1.64M +$113K +3,577 +8%
HAG
95
HighPoint Advisor Group
Illinois
$1.64M +$252K +8,018 +19%
SWP
96
Sagespring Wealth Partners
Tennessee
$1.61M +$50K +1,587 +3%
EWS
97
Evergreen Wealth Solutions
Pennsylvania
$1.61M +$1.2M +38,271 +407%
RCS
98
R2 Capital Strategies
Nebraska
$1.6M +$1.53M +48,614 New
AQR Capital Management
99
AQR Capital Management
Connecticut
$1.6M +$877K +27,863 +135%
DADC
100
D.A. Davidson & Co
Montana
$1.6M -$353K -11,217 -19%