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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
176
Harbor Investment Advisory
Maryland
$84.7K +$14.6K +480 +20%
M
177
MOTCO
Texas
$80.7K +$83.4K +2,750 New
IA
178
IFP Advisors
Florida
$78.8K +$2.03K +67 +3%
CFD
179
Creative Financial Designs
Indiana
$66K +$58.8K +1,937 +625%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$44.1K -$14.8K -487 -24%
EWA
181
EverSource Wealth Advisors
Alabama
$39.7K +$2.94K +97 +8%
WIM
182
Westside Investment Management
California
$39.6K
MCM
183
MAI Capital Management
Ohio
$29.4K
RF
184
Rossby Financial
Florida
$23.1K +$17.1K +563 +257%
NS
185
NBC Securities
Alabama
$18.1K
SPIA
186
Steward Partners Investment Advisory
New York
$14.5K +$2.64K +87 +21%
IWP
187
IAG Wealth Partners
Wisconsin
$12.7K +$7.83K +258 +147%
AIC
188
Archer Investment Corporation
Indiana
$10.3K
Russell Investments Group
189
Russell Investments Group
United Kingdom
$10.1K +$10.4K +344 New
SEP
190
Signature Equity Partners
Ohio
$9.04K
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$8.78K +$9.07K +299 New
Morgan Stanley
192
Morgan Stanley
New York
$7.49K
AG
193
AmeriFlex Group
Nevada
$6.52K +$6.73K +222 New
Fidelity Investments
194
Fidelity Investments
Massachusetts
$4.82K +$4.7K +155 +1,722%
CTC
195
Central Trust Company
Missouri
$4.52K
FLP
196
Financial Life Planners
Arizona
$4.38K +$4.52K +149 New
AF
197
Advisornet Financial
Minnesota
$4.26K
HNB
198
Huntington National Bank
Ohio
$1.7K
CA
199
CoreCap Advisors
Michigan
$1.23K
LWMI
200
Legacy Wealth Management (Idaho)
Idaho
$412