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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$75.5K
HIA
152
Harbor Investment Advisory
Maryland
$69.4K +$68.4K +2,406 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$57K +$15.4K +541 +37%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$39.1K
CAL
155
Capital Analysts LLC
Pennsylvania
$39K +$35.4K +1,246 +1,083%
WIM
156
Westside Investment Management
California
$38.9K +$5.69K +200 +17%
EWA
157
EverSource Wealth Advisors
Alabama
$36.2K +$114 +4 +0.3%
MCM
158
MAI Capital Management
Ohio
$28.9K +$28.5K +1,003 New
PTC
159
Private Trust Company
Ohio
$28.8K
GRP
160
Global Retirement Partners
California
$22.6K +$22.3K +785 New
NS
161
NBC Securities
Alabama
$17.8K -$85 -3 -0.5%
JP Morgan Chase
162
JP Morgan Chase
New York
$16.7K +$16.4K +578 New
UBS Group
163
UBS Group
Switzerland
$13.1K
SPIA
164
Steward Partners Investment Advisory
New York
$11.8K +$2.16K +76 +23%
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
$11.2K
AIC
166
Archer Investment Corporation
Indiana
$10.2K +$10K +352 New
CFD
167
Creative Financial Designs
Indiana
$8.95K +$8.82K +310 New
SEP
168
Signature Equity Partners
Ohio
$8.88K +$8.76K +308 New
Morgan Stanley
169
Morgan Stanley
New York
$7.35K -$16.9K -593 -70%
RF
170
Rossby Financial
Florida
$6.32K +$6.23K +219 New
IWP
171
IAG Wealth Partners
Wisconsin
$5.08K +$5.01K +176 New
CTC
172
Central Trust Company
Missouri
$4.44K +$4.38K +154 New
AF
173
Advisornet Financial
Minnesota
$4.18K -$4.27K -150 -51%
HNB
174
Huntington National Bank
Ohio
$1.67K
CA
175
CoreCap Advisors
Michigan
$1.21K +$1.2K +42 New