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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$1.77M +$1.01M +33,296 +123%
WWP
77
Wise Wealth Partners
Arizona
$1.75M +$69.6K +2,295 +4%
DADC
78
D.A. Davidson & Co
Montana
$1.75M +$909K +29,983 +101%
BWG
79
Beta Wealth Group
California
$1.72M -$51K -1,681 -3%
PA
80
PFG Advisors
Arizona
$1.72M +$377K +12,420 +27%
AWM
81
Aprio Wealth Management
Georgia
$1.64M +$456K +15,036 +37%
FFS
82
Founders Financial Securities
Maryland
$1.63M +$774K +25,518 +93%
VVP
83
Venture Visionary Partners
Ohio
$1.57M +$111K +3,661 +7%
TFM
84
Trademark Financial Management
Minnesota
$1.52M +$1.01M +33,266 +181%
UBS AM
85
UBS AM
Illinois
$1.5M +$1.55M +51,114 New
MW
86
Merited Wealth
Florida
$1.48M -$27.6K -911 -2%
AI
87
Atria Investments
North Carolina
$1.44M +$697K +22,973 +88%
DAS
88
Dynamic Advisor Solutions
Arizona
$1.39M +$74.2K +2,447 +5%
SWP
89
Sagespring Wealth Partners
Tennessee
$1.39M +$92.7K +3,055 +7%
LWM
90
LongView Wealth Management
Georgia
$1.39M +$67.3K +2,220 +5%
SWP
91
Stratos Wealth Partners
Ohio
$1.36M +$203K +6,704 +17%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$1.29M +$265K +8,741 +25%
BFA
93
Blueprint Financial Advisors
North Carolina
$1.24M +$68.6K +2,262 +6%
BIP
94
Blueprint Investment Partners
North Carolina
$1.24M +$68.6K +2,262 +6%
MBC
95
Michael Brady & Co
Ohio
$1.24M +$363K +11,953 +40%
HAG
96
HighPoint Advisor Group
Illinois
$1.23M +$686K +22,610 +118%
RA
97
RFG Advisory
Alabama
$1.18M +$51.1K +1,686 +4%
AW
98
Alchemi Wealth
Connecticut
$1.15M +$94.8K +3,126 +9%
SFS
99
Security Financial Services
Indiana
$1.12M +$164K +5,417 +17%
FFS
100
Forge Financial Services
Oklahoma
$1.08M +$310K +10,220 +38%