We are live on ! Find out more
CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Pines Wealth Management
North Carolina
$1.08M -$2.93K -93 -0.3%
IA
127
Integrity Alliance
Iowa
$1.06M +$475K +15,077 +89%
GRP
128
Global Retirement Partners
California
$1.03M +$981K +31,162 New
PFS
129
Prospera Financial Services
Texas
$1.02M +$370K +11,752 +61%
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$967K +30,729 New
BC
131
Barrett & Company
Rhode Island
$1M +$283K +8,974 +42%
TWM
132
Trinity Wealth Management
Pennsylvania
$942K +$21.3K +677 +2%
NFG
133
Nations Financial Group
Iowa
$918K +$145K +4,600 +20%
OFS
134
OneAscent Financial Services
Alabama
$890K -$15.8K -502 -2%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$880K +$840K +26,684 New
TWP
136
Tempus Wealth Planning
California
$875K +$8.31K +264 +1%
DWM
137
Diversify Wealth Management
Utah
$875K -$21.8K -692 -2%
DAS
138
Diversify Advisory Services
Utah
$875K +$860K +27,308 New
CIM
139
Capital Investment Management
Missouri
$865K +$24.7K +784 +3%
SA
140
Sovran Advisors
California
$837K +$51.6K +1,638 +7%
TFA
141
Transamerica Financial Advisors
Florida
$817K +$213K +6,779 +38%
RMP
142
Richards, Merrill & Peterson
Washington
$817K +$110K +3,480 +16%
OL
143
Owen LaRue
Kentucky
$785K -$31.5K -1,000 -4%
AIM
144
Advyzon Investment Management
Illinois
$771K +$48.5K +1,540 +7%
VW
145
Vantus Wealth
Pennsylvania
$732K +$699K +22,188 New
WWM
146
Western Wealth Management
Colorado
$672K -$33K -1,047 -5%
FSBI
147
Fearless Solutions (Best Invest)
Texas
$649K +$32.6K +1,036 +6%
AAS
148
Ameritas Advisory Services
Nebraska
$645K +$120K +3,807 +24%
CWM
149
Cornerstone Wealth Management
Missouri
$641K +$138K +4,369 +29%
IWC
150
Integrated Wealth Concepts
Massachusetts
$626K +$292K +9,269 +96%