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Capital Group New Geography Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Continuum Advisory
Idaho
$4.09M +$3.87M +109,227 New
SFGP
77
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.07M +$1.09M +30,590 +39%
SWP
78
Stratos Wealth Partners
Ohio
$3.85M +$407K +11,475 +13%
AAP
79
Arax Advisory Partners
Colorado
$3.68M +$3.48M +98,032 +48,772%
WWM
80
Western Wealth Management
Colorado
$3.67M -$236K -6,639 -6%
PIA
81
Perennial Investment Advisors
California
$3.65M +$163K +4,582 +5%
GWP
82
Gateway Wealth Partners
Wisconsin
$3.54M +$498K +14,034 +17%
SAM
83
Smartleaf Asset Management
Massachusetts
$3.53M – – –
NFG
84
Nations Financial Group
Iowa
$3.41M +$146K +4,108 +5%
IWC
85
Integrated Wealth Concepts
Massachusetts
$3.35M +$615K +17,342 +24%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$3.28M +$1.09M +30,644 +54%
EWP
87
Evergreen Wealth Partners
Montana
$3.28M +$1.36M +38,333 +78%
FFS
88
Founders Financial Securities
Maryland
$3.28M +$304K +8,572 +11%
KWM
89
Kingsview Wealth Management
Oregon
$3.2M -$863K -24,329 -22%
AFM
90
Armstrong Fleming & Moore
District of Columbia
$3.18M -$89.3K -2,517 -3%
SWM
91
Selby Wealth Management
California
$3.05M +$257K +7,242 +10%
SCFS
92
Stewardship Concepts Financial Services
Washington
$2.95M -$306K -8,625 -10%
CCM
93
Cambridge Capital Management
Illinois
$2.95M +$574K +16,184 +26%
LWA
94
Lineweaver Wealth Advisors
Ohio
$2.76M +$474K +13,350 +22%
RIL
95
Rothschild Investment LLC
Illinois
$2.71M +$70.9K +2,000 +3%
CCFM
96
Clear Creek Financial Management
Washington
$2.58M +$528K +14,875 +28%
IFG
97
Independent Financial Group
California
$2.48M +$565K +15,937 +32%
BFS
98
Boyer Financial Services
California
$2.47M +$234K +6,607 +11%
AWA
99
Acorn Wealth Advisors
Michigan
$2.42M +$174K +4,901 +8%
MFS
100
McNamara Financial Services
Massachusetts
$2.36M +$221K +6,229 +11%