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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSBI
126
Fearless Solutions (Best Invest)
Texas
$548K +$74.5K +2,457 +15%
JIG
127
Junk Investment Group
Maryland
$545K +$563K +18,549 New
Bank of New York Mellon
128
Bank of New York Mellon
New York
$535K +$553K +18,232 New
CAL
129
Capital Analysts LLC
Pennsylvania
$533K +$509K +16,796 +1,234%
TFA
130
Transamerica Financial Advisors
Florida
$528K +$277K +9,133 +103%
IA
131
Integrity Alliance
Iowa
$497K +$117K +3,852 +29%
SWGC
132
Summit Wealth Group (Colorado)
Colorado
$496K +$26.4K +872 +5%
BWP
133
Balboa Wealth Partners
Arizona
$464K +$20.9K +688 +5%
AAS
134
Ameritas Advisory Services
Nebraska
$463K +$23.4K +772 +5%
AWM
135
Apollon Wealth Management
South Carolina
$453K +$468K +15,423 New
WAM
136
WNY Asset Management
New York
$449K +$464K +15,293 New
HAS
137
HBW Advisory Services
California
$445K +$67.2K +2,217 +17%
CWM
138
Cornerstone Wealth Management
Missouri
$443K +$107K +3,524 +30%
LWA
139
Lantern Wealth Advisors
New York
$401K +$93.4K +3,079 +29%
SA
140
Sanctuary Advisors
Indiana
$386K +$399K +13,142 New
SIAP
141
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$379K +$392K +12,920 New
SCFS
142
Stewardship Concepts Financial Services
Washington
$344K +$356K +11,725 New
PTC
143
Private Trust Company
Ohio
$326K +$306K +10,099 +1,010%
GS
144
GWN Securities
Florida
$318K +$56.9K +1,876 +21%
FFA
145
Florida Financial Advisors
Florida
$313K +$324K +10,674 New
Citadel Advisors
146
Citadel Advisors
Florida
$304K +$314K +10,345 New
FHC
147
First Heartland Consultants
Missouri
$296K +$305K +10,071 New
IWC
148
Integrated Wealth Concepts
Massachusetts
$285K +$294K +9,703 New
FFA
149
Farther Finance Advisors
California
$285K +$197K +6,486 +207%
EWS
150
Evergreen Wealth Solutions
Pennsylvania
$276K +$285K +9,401 New