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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Apollon Wealth Management
South Carolina
$1.59M +$1.03M +32,860 +213%
BFA
102
Blueprint Financial Advisors
North Carolina
$1.59M +$192K +6,101 +14%
BIP
103
Blueprint Investment Partners
North Carolina
$1.59M +$192K +6,101 +14%
DAS
104
Dynamic Advisor Solutions
Arizona
$1.58M +$22.5K +714 +2%
FFA
105
Frazier Financial Advisors
Ohio
$1.55M +$582K +18,490 +65%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$1.52M +$68.3K +2,169 +5%
IA
107
IFG Advisory
Georgia
$1.51M +$1.44M +45,854 New
LWM
108
LongView Wealth Management
Georgia
$1.51M +$47.9K +1,520 +3%
CAL
109
Capital Analysts LLC
Pennsylvania
$1.49M +$851K +27,038 +149%
MBC
110
Michael Brady & Co
Ohio
$1.49M +$95.9K +3,046 +7%
WA
111
Waverly Advisors
Alabama
$1.48M +$1.41M +44,821 New
KPWS
112
Kestra Private Wealth Services
Texas
$1.46M +$528K +16,763 +61%
RA
113
RFG Advisory
Alabama
$1.46M +$121K +3,844 +10%
SFS
114
Security Financial Services
Indiana
$1.39M +$122K +3,886 +10%
AW
115
Alchemi Wealth
Connecticut
$1.37M +$80.9K +2,570 +7%
LA
116
Latitude Advisors
Florida
$1.37M +$241K +7,639 +23%
TFM
117
Trademark Financial Management
Minnesota
$1.33M -$355K -11,287 -22%
KWA
118
Kingswood Wealth Advisors
California
$1.32M +$532K +16,887 +73%
SCFS
119
Stewardship Concepts Financial Services
Washington
$1.32M +$889K +28,250 +241%
SN
120
Sittner & Nelson
Oregon
$1.29M +$350K +11,115 +40%
RIL
121
Rothschild Investment LLC
Illinois
$1.22M +$15.7K +500 +1%
Mariner
122
Mariner
Kansas
$1.2M -$1.94M -61,568 -63%
FFS
123
Forge Financial Services
Oklahoma
$1.18M -$39.6K -1,258 -3%
FFA
124
Farther Finance Advisors
California
$1.17M +$816K +25,923 +270%
SIAS
125
Summit Investment Advisory Services
Minnesota
$1.14M +$382K +12,142 +54%