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CGNG

Capital Group New Geography Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Souders Financial Advisors
Ohio
$7.51M +$371K +10,453 +6%
SPIA
52
Steward Partners Investment Advisory
New York
$7.47M +$131K +3,679 +2%
AWM
53
Aprio Wealth Management
Georgia
$7.46M -$762K -21,470 -10%
VAS
54
Vestmark Advisory Solutions
Massachusetts
$7.09M +$1M +28,268 +18%
EA
55
Ergawealth Advisors
Illinois
$6.6M +$80.7K +2,274 +1%
IWC
56
Integrated Wealth Concepts
Massachusetts
$6.55M +$3.65M +102,802 +143%
CW
57
Code Waechter
Florida
$6.3M +$352K +9,929 +6%
EBA
58
Eagle Bay Advisors
New York
$5.63M -$52.5K -1,479 -1%
JDLA
59
J. Derek Lewis & Associates
California
$5.49M +$680K +19,164 +15%
NFS
60
NewCorp Financial Services
Georgia
$5.4M +$257K +7,235 +5%
GS
61
GTS Securities
Florida
$5.28M +$2.1M +59,211 +72%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$5.11M +$338K +9,539 +8%
VA
63
Valmark Advisers
Ohio
$5.09M +$2.95M +83,107 +157%
BFG
64
Bleakley Financial Group
New Jersey
$4.87M +$530K +14,949 +13%
CFS
65
CRA Financial Services
New Jersey
$4.86M +$216K +6,102 +5%
LF
66
Lantz Financial
Illinois
$4.77M +$611K +17,219 +16%
SB
67
Strategic Blueprint
Georgia
$4.65M +$58.3K +1,644 +1%
KAS
68
Kestra Advisory Services
Texas
$4.64M +$372K +10,475 +9%
HI
69
Harbour Investments
Wisconsin
$4.55M +$404K +11,381 +10%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$4.52M -$3.74M -105,413 -47%
NWMG
71
National Wealth Management Group
Ohio
$4.51M -$1.81M -50,889 -30%
NF
72
NavPoint Financial
Minnesota
$4.35M +$635K +17,909 +18%
EWP
73
Equity Wealth Partners
Missouri
$4.28M +$4.05M +114,173 New
CFB
74
Cullen/Frost Bankers
Texas
$4.27M +$1.57M +44,260 +63%
MA
75
Mutual Advisors
Nebraska
$4.14M +$2.06M +57,944 +110%