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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
126
HBW Advisory Services
California
$373K +$368K +12,930 New
HF
127
HRT Financial
New York
$347K -$231K -8,106 -40%
Pathstone Holdings
128
Pathstone Holdings
New Jersey
$344K +$339K +11,929 New
CWM
129
Cornerstone Wealth Management
Missouri
$333K +$329K +11,562 New
PFS
130
Prospera Financial Services
Texas
$316K +$312K +10,955 New
LWA
131
Lantern Wealth Advisors
New York
$305K +$301K +10,563 New
GS
132
GWN Securities
Florida
$258K +$254K +8,939 New
TFA
133
Transamerica Financial Advisors
Florida
$255K +$115K +4,031 +84%
SIAS
134
Summit Investment Advisory Services
Minnesota
$238K +$235K +8,257 New
CL
135
CLG LLC
California
$226K +$223K +7,833 New
JWM
136
JGP Wealth Management
Oregon
$224K
AG
137
Ascent Group
Virginia
$221K +$6K +211 +3%
WS
138
Wedbush Securities
California
$220K +$10.3K +363 +5%
EWA
139
Exencial Wealth Advisors
Oklahoma
$218K +$215K +7,547 New
AP
140
Advisortrust Partners
North Carolina
$216K +$213K +7,500 New
CFG
141
Compton Financial Group
Maryland
$215K +$212K +7,456 New
MOS
142
MGO One Seven
Ohio
$214K +$211K +7,407 New
IAIM
143
International Assets Investment Management
Florida
$207K +$205K +7,191 New
UPS
144
UHLMANN PRICE SECURITIES
Illinois
$205K +$202K +7,101 New
SS
145
Sunbelt Securities
Texas
$150K
ME
146
McIlrath & Eck
Washington
$110K +$109K +3,820 New
TSMHT
147
Thurston Springer Miller Herd & Titak
Indiana
$109K +$107K +3,768 New
FFA
148
Farther Finance Advisors
California
$90.3K +$15.6K +549 +21%
Comerica Bank
149
Comerica Bank
Texas
$87.2K +$56.7K +1,994 +194%
FHA
150
Flagship Harbor Advisors
Massachusetts
$79.1K +$78.1K +2,744 New