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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
151
Trilogy Capital
California
$272K +$281K +9,261 New
CL
152
CLG LLC
California
$267K +$37.7K +1,244 +16%
Corient Private Wealth
153
Corient Private Wealth
Florida
$266K +$275K +9,064 New
LA
154
LexAurum Advisors
Kansas
$264K +$272K +8,983 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$257K +$266K +8,758 New
SWA
156
Stratos Wealth Advisors
Ohio
$256K +$264K +8,704 New
EWA
157
Exencial Wealth Advisors
Oklahoma
$252K +$31.6K +1,041 +14%
CCMG
158
Clark Capital Management Group
Pennsylvania
$247K +$255K +8,415 New
JWM
159
JGP Wealth Management
Oregon
$228K
AG
160
Ascent Group
Virginia
$220K -$5.28K -174 -2%
AP
161
Advisortrust Partners
North Carolina
$220K
USCWA
162
U.S. Capital Wealth Advisors
Texas
$218K +$225K +7,426 New
MOS
163
MGO One Seven
Ohio
$217K -$273 -9 -0.1%
WS
164
Wedbush Securities
California
$214K -$10.2K -335 -4%
VA
165
VestGen Advisors
Illinois
$213K +$207K +6,817 New
IAIM
166
International Assets Investment Management
Florida
$213K +$334 +11 +0.2%
BAM
167
Belpointe Asset Management
Nevada
$210K +$217K +7,150 New
UPS
168
UHLMANN PRICE SECURITIES
Illinois
$208K -$30 -1 -0%
SGI
169
Summit Global Investments
Utah
$203K +$210K +6,912 New
ASN
170
Advisory Services Network
Georgia
$203K +$209K +6,907 New
SS
171
Sunbelt Securities
Texas
$153K
TSMHT
172
Thurston Springer Miller Herd & Titak
Indiana
$147K +$37.5K +1,235 +33%
RFP
173
Root Financial Partners
California
$145K +$150K +4,935 New
UBS Group
174
UBS Group
Switzerland
$116K +$106K +3,484 +769%
JP Morgan Chase
175
JP Morgan Chase
New York
$112K +$102K +3,374 +584%