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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
101
Rothschild Investment LLC
Illinois
$1.08M +$153K +5,050 +16%
DC
102
Davenport & Co
Virginia
$1.06M +$583K +19,234 +115%
LA
103
Latitude Advisors
Florida
$993K +$211K +6,950 +26%
PWM
104
Pines Wealth Management
North Carolina
$964K -$45.4K -1,496 -4%
RIS
105
Richmond Investment Services
Wisconsin
$940K +$971K +32,020 New
DWM
106
Diversify Wealth Management
Utah
$871K +$849K +28,000 New
FFA
107
Frazier Financial Advisors
Ohio
$839K +$116K +3,831 +15%
SN
108
Sittner & Nelson
Oregon
$821K +$384K +12,654 +83%
TWM
109
Trinity Wealth Management
Pennsylvania
$819K +$132K +4,341 +18%
KPWS
110
Kestra Private Wealth Services
Texas
$809K +$416K +13,708 +99%
OFS
111
OneAscent Financial Services
Alabama
$808K +$169K +5,570 +25%
TWP
112
Tempus Wealth Planning
California
$772K +$5.73K +189 +0.7%
SA
113
Sovran Advisors
California
$770K +$15.9K +523 +2%
CIM
114
Capital Investment Management
Missouri
$748K +$84.5K +2,785 +12%
OL
115
Owen LaRue
Kentucky
$728K -$114K -3,750 -13%
NFG
116
Nations Financial Group
Iowa
$682K +$13.6K +450 +2%
KWA
117
Kingswood Wealth Advisors
California
$681K -$401K -13,214 -36%
SIAS
118
Summit Investment Advisory Services
Minnesota
$654K +$425K +14,027 +170%
AIM
119
Advyzon Investment Management
Illinois
$641K +$58.7K +1,934 +10%
WWM
120
Western Wealth Management
Colorado
$629K +$92K +3,034 +16%
BC
121
Barrett & Company
Rhode Island
$628K +$228K +7,521 +54%
RMP
122
Richards, Merrill & Peterson
Washington
$625K +$238K +7,850 +58%
Goldman Sachs
123
Goldman Sachs
New York
$606K -$39.1K -1,290 -6%
AQR Capital Management
124
AQR Capital Management
Connecticut
$605K
PFS
125
Prospera Financial Services
Texas
$566K +$253K +8,332 +76%