We are live on ! Find out more
CGMM

Capital Group U.S. Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.6M +$26.5M +1,073,891 +139%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$24.8M +$22M +891,748 +2,814%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.6M +$10.2M +412,326 +170%
NA
4
NewEdge Advisors
Louisiana
$13.6M +$12.5M +505,750 New
MLRA
5
Main Line Retirement Advisors
Montana
$13.1M +$11.8M +477,357 +4,133%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.2M +$9.38M +380,069 +1,091%
SB
7
Strategic Blueprint
Georgia
$9.48M +$3.55M +143,860 +69%
LPL Financial
8
LPL Financial
California
$9.02M +$8.29M +335,707 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$7.58M +$6.96M +281,832 New
BWG
10
Beta Wealth Group
California
$7.2M -$72.7K -2,946 -1%
SI
11
Stephens Inc
Arkansas
$7.01M +$6.43M +260,608 New
CGPCS
12
Capital Group Private Client Services
California
$6.88M +$4.37M +177,062 +224%
Stifel Financial
13
Stifel Financial
Missouri
$6.65M +$6.1M +247,324 New
SEI Investments
14
SEI Investments
Pennsylvania
$6.53M +$5.65M +228,801 +1,613%
MML Investors Services
15
MML Investors Services
Massachusetts
$6.16M +$1.53M +62,129 +37%
CSP
16
Cary Street Partners
Virginia
$5.21M +$4.78M +193,673 New
Capital International Investors
17
Capital International Investors
California
$4.7M -$20.5M -829,981 -83%
SWM
18
StoneCrest Wealth Management
Arizona
$3.2M +$2.94M +118,935 New
STA
19
Smith Thornton Advisors
Alabama
$3.05M +$13.1K +529 +0.5%
P
20
&Partners
Tennessee
$2.78M +$1.31M +52,930 +106%
CIA
21
Concurrent Investment Advisors
Florida
$2.61M +$1.39M +56,382 +139%
EA
22
Ergawealth Advisors
Illinois
$2.6M +$2.39M +96,732 New
BEI
23
Benjamin Edwards Inc
Missouri
$2.59M +$1.36M +55,149 +134%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.4M +$1.95M +79,047 +768%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.3M +$537K +21,742 +35%