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CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
201
Thurston Springer Miller Herd & Titak
Indiana
$192K +$25.5K +811 +16%
HIA
202
Harbor Investment Advisory
Maryland
$185K +$85.4K +2,712 +94%
IA
203
IFP Advisors
Florida
$177K +$84.8K +2,693 +100%
MIA
204
Milestone Investment Advisors
Wisconsin
$177K +$169K +5,370 New
UBS Group
205
UBS Group
Switzerland
$147K +$16.2K +514 +13%
CFD
206
Creative Financial Designs
Indiana
$140K +$63K +2,002 +89%
CA
207
Continuum Advisory
Idaho
$123K +$117K +3,728 New
CT
208
Colonial Trust
South Carolina
$94.3K +$90.9K +2,886 New
HNB
209
Huntington National Bank
Ohio
$84K
SGFG
210
Silver Grove Financial Group
New York
$64.7K +$61.8K +1,963 New
Morgan Stanley
211
Morgan Stanley
New York
$51K +$40.7K +1,293 +507%
EWA
212
EverSource Wealth Advisors
Alabama
$47.9K +$3.12K +99 +7%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$47.6K +$45.4K +1,443 New
WIM
214
Westside Investment Management
California
$46K +$1.42K +45 +3%
RF
215
Rossby Financial
Florida
$37.8K +$11.5K +365 +47%
CIA
216
Cape Investment Advisory
Georgia
$35.1K +$33.6K +1,066 New
VR
217
Vision Retirement
New Jersey
$22.8K +$21.8K +692 New
NS
218
NBC Securities
Alabama
$20.4K
US Bancorp
219
US Bancorp
Minnesota
$19.7K +$18.8K +597 New
AG
220
AmeriFlex Group
Nevada
$18.6K +$10.7K +341 +154%
IWP
221
IAG Wealth Partners
Wisconsin
$14.3K
AIC
222
Archer Investment Corporation
Indiana
$11.6K
SEP
223
Signature Equity Partners
Ohio
$10.2K
CA
224
CoreCap Advisors
Michigan
$5.44K +$3.87K +123 +293%
CTC
225
Central Trust Company
Missouri
$5.08K