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CGNG

Capital Group New Geography Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Ergawealth Advisors
Illinois
$5.49M +$296K +8,928 +5%
NWMG
52
National Wealth Management Group
Ohio
$5.41M +$248K +7,475 +5%
AI
53
Atria Investments
North Carolina
$5.4M +$5.28M +158,987 +1,325%
VAS
54
Vestmark Advisory Solutions
Massachusetts
$5.08M +$1.24M +37,269 +30%
CW
55
Code Waechter
Florida
$5M +$5.25M +158,239 New
EBA
56
Eagle Bay Advisors
New York
$4.79M +$5.03M +151,651 New
NFS
57
NewCorp Financial Services
Georgia
$4.32M +$115K +3,456 +3%
Citadel Advisors
58
Citadel Advisors
Florida
$4.2M +$4.41M +132,940 New
Natixis Advisors
59
Natixis Advisors
Massachusetts
$4.11M +$2.43M +73,355 +129%
JDLA
60
J. Derek Lewis & Associates
California
$4.05M +$735K +22,128 +21%
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$4.01M -$174K -5,233 -4%
CFS
62
CRA Financial Services
New Jersey
$3.9M +$1.08M +32,525 +36%
SB
63
Strategic Blueprint
Georgia
$3.87M +$133K +4,005 +3%
BFG
64
Bleakley Financial Group
New Jersey
$3.63M +$385K +11,600 +11%
KAS
65
Kestra Advisory Services
Texas
$3.58M +$3.01M +90,712 +399%
LF
66
Lantz Financial
Illinois
$3.48M +$535K +16,122 +17%
HI
67
Harbour Investments
Wisconsin
$3.48M +$1.31M +39,493 +56%
KWM
68
Kingsview Wealth Management
Oregon
$3.46M +$142K +4,263 +4%
WWM
69
Western Wealth Management
Colorado
$3.3M +$2.06M +62,134 +146%
NF
70
NavPoint Financial
Minnesota
$3.1M +$596K +17,952 +22%
HighTower Advisors
71
HighTower Advisors
Illinois
$3.09M +$3.25M +97,954 New
PIA
72
Perennial Investment Advisors
California
$2.93M +$252K +7,594 +9%
SAM
73
Smartleaf Asset Management
Massachusetts
$2.9M +$312K +9,397 +11%
SWP
74
Stratos Wealth Partners
Ohio
$2.88M -$1.31M -39,497 -30%
FTUS
75
Flow Traders U.S.
New York
$2.85M +$3M +90,348 New