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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Aprio Wealth Management
Georgia
$1.17M +$1.16M +40,735 New
BFA
77
Blueprint Financial Advisors
North Carolina
$1.15M +$468K +16,457 +70%
BIP
78
Blueprint Investment Partners
North Carolina
$1.15M +$468K +16,457 +70%
OP
79
ORG Partners
Indiana
$1.15M +$664K +23,347 +143%
SWP
80
Stratos Wealth Partners
Ohio
$1.14M +$614K +21,588 +120%
RA
81
RFG Advisory
Alabama
$1.11M +$45.8K +1,610 +4%
KWA
82
Kingswood Wealth Advisors
California
$1.05M +$1.04M +36,425 New
AW
83
Alchemi Wealth
Connecticut
$1.04M +$1.02M +35,915 New
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$1.02M +$400K +14,068 +66%
PWM
85
Pines Wealth Management
North Carolina
$990K +$14.2K +499 +1%
SFS
86
Security Financial Services
Indiana
$944K +$234K +8,220 +34%
RIL
87
Rothschild Investment LLC
Illinois
$911K +$57 +2 +0%
MBC
88
Michael Brady & Co
Ohio
$870K +$858K +30,151 New
DADC
89
D.A. Davidson & Co
Montana
$855K +$343K +12,051 +69%
Jane Street
90
Jane Street
New York
$844K +$617K +21,690 +287%
OL
91
Owen LaRue
Kentucky
$823K -$294K -10,349 -27%
FFS
92
Founders Financial Securities
Maryland
$792K +$398K +13,981 +104%
EH
93
Equitable Holdings
New York
$789K +$567K +19,947 +269%
OC
94
Oppenheimer & Co
New York
$778K +$768K +26,986 New
LA
95
Latitude Advisors
Florida
$775K +$76.5K +2,690 +11%
FFS
96
Forge Financial Services
Oklahoma
$770K +$759K +26,684 New
AI
97
Atria Investments
North Carolina
$756K +$746K +26,225 New
TWP
98
Tempus Wealth Planning
California
$753K +$73.3K +2,578 +11%
SA
99
Sovran Advisors
California
$736K +$15K +528 +2%
FFA
100
Frazier Financial Advisors
Ohio
$714K +$704K +24,760 New