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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Carson Advisory
Georgia
$623K +$595K +18,911 New
JIG
152
Junk Investment Group
Maryland
$612K
Citadel Advisors
153
Citadel Advisors
Florida
$590K +$238K +7,557 +73%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$577K +$551K +17,499 New
WAM
155
WNY Asset Management
New York
$565K +$57.6K +1,829 +12%
SWGC
156
Summit Wealth Group (Colorado)
Colorado
$554K -$3.12K -99 -0.6%
BWP
157
Balboa Wealth Partners
Arizona
$540K +$17.9K +569 +4%
FFA
158
Florida Financial Advisors
Florida
$512K +$153K +4,862 +46%
MW
159
Merited Wealth
Florida
$500K -$1.11M -35,217 -70%
AAP
160
Arax Advisory Partners
Colorado
$490K +$467K +14,847 New
LWA
161
Lantern Wealth Advisors
New York
$483K +$32K +1,016 +7%
HAS
162
HBW Advisory Services
California
$482K -$16.9K -538 -4%
JP Morgan Chase
163
JP Morgan Chase
New York
$477K +$335K +10,648 +269%
ASN
164
Advisory Services Network
Georgia
$456K +$218K +6,913 +100%
PTC
165
Private Trust Company
Ohio
$429K +$60.3K +1,915 +17%
SIAP
166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$426K
FHC
167
First Heartland Consultants
Missouri
$422K +$85.7K +2,723 +27%
GS
168
GWN Securities
Florida
$418K +$58.5K +1,857 +17%
TC
169
Trilogy Capital
California
$404K +$94.5K +3,002 +32%
CCMG
170
Clark Capital Management Group
Pennsylvania
$399K +$116K +3,676 +44%
HFG
171
Harborfront Financial Group
Michigan
$352K +$336K +10,685 New
JWCA
172
J.W. Cole Advisors
Florida
$348K +$332K +10,556 New
SWM
173
SilverOak Wealth Management
Minnesota
$338K +$323K +10,253 New
LC
174
Lincoln Capital
Nebraska
$336K +$321K +10,206 New
CL
175
CLG LLC
California
$327K +$26.9K +854 +9%