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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
176
Capital Investment Advisory Services
North Carolina
$326K +$312K +9,902 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$313K +$23.5K +746 +9%
SWA
178
Stratos Wealth Advisors
Ohio
$293K +$5.86K +186 +2%
VFG
179
Victory Financial Group
Texas
$293K +$280K +8,882 New
SOS
180
Silver Oak Securities
Tennessee
$290K +$277K +8,811 New
SC
181
Savant Capital
Illinois
$284K +$271K +8,614 New
BAM
182
Belpointe Asset Management
Nevada
$281K +$43.4K +1,380 +19%
SGI
183
Summit Global Investments
Utah
$278K +$47.6K +1,513 +22%
PCS
184
Private Client Services
Kentucky
$262K +$251K +7,959 New
JWM
185
JGP Wealth Management
Oregon
$256K
Ameriprise
186
Ameriprise
Minnesota
$254K +$242K +7,696 New
AP
187
Advisortrust Partners
North Carolina
$247K
WS
188
Wedbush Securities
California
$242K +$1.32K +42 +0.6%
AFP
189
Ausdal Financial Partners
Iowa
$239K +$228K +7,255 New
MOS
190
MGO One Seven
Ohio
$239K -$4.6K -146 -2%
VWA
191
Visionary Wealth Advisors
Illinois
$238K +$227K +7,225 New
IAIM
192
International Assets Investment Management
Florida
$236K -$1.26K -40 -0.6%
UPS
193
UHLMANN PRICE SECURITIES
Illinois
$234K +$31 +1 +0%
PWM
194
Perigon Wealth Management
California
$228K +$218K +6,911 New
AG
195
Ascent Group
Virginia
$226K -$20.1K -639 -9%
LA
196
LexAurum Advisors
Kansas
$226K -$67.2K -2,134 -24%
VA
197
VestGen Advisors
Illinois
$222K -$2.99K -95 -1%
PPW
198
Presilium Private Wealth
Pennsylvania
$214K +$204K +6,495 New
HNWAG
199
High Net Worth Advisory Group
Florida
$210K +$200K +6,359 New
TIA
200
TCFG Investment Advisors
California
$209K +$200K +6,348 New