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CGNG

Capital Group New Geography Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
76
Armstrong Fleming & Moore
District of Columbia
$442K +$406K +15,355 New
EA
77
Ergawealth Advisors
Illinois
$416K +$382K +14,442 New
PWM
78
Pines Wealth Management
North Carolina
$414K -$13K -491 -3%
SA
79
Sovran Advisors
California
$408K +$374K +14,143 New
IA
80
IFG Advisory
Georgia
$395K +$363K +13,724 New
IFG
81
Independent Financial Group
California
$392K +$359K +13,594 New
Truist Financial
82
Truist Financial
North Carolina
$386K +$17.7K +668 +5%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$381K +$34.4K +1,300 +11%
KAS
84
Kestra Advisory Services
Texas
$380K +$348K +13,177 New
LWM
85
Lodestone Wealth Management
Washington
$361K +$62.1K +2,348 +23%
ASN
86
Advisory Services Network
Georgia
$349K +$323K +12,211 New
WMA
87
William Mack & Associates
Michigan
$343K
SWP
88
Sagespring Wealth Partners
Tennessee
$336K +$308K +11,647 New
CPWM
89
Cypress Point Wealth Management
Texas
$333K +$305K +11,550 New
SWP
90
Stratos Wealth Partners
Ohio
$327K +$300K +11,356 New
MLRA
91
Main Line Retirement Advisors
Montana
$323K
GCM
92
Glaxis Capital Management
Florida
$314K
BI
93
Beckerman Institutional
New Jersey
$310K +$284K +10,752 New
RA
94
RFG Advisory
Alabama
$308K +$282K +10,684 New
TCG
95
Transcendent Capital Group
Oklahoma
$288K +$264K +9,982 New
GVAG
96
Great Valley Advisor Group
Delaware
$278K +$255K +9,659 New
IVP
97
Intrinsic Value Partners
Arizona
$262K +$241K +9,100 New
ETC
98
Exchange Traded Concepts
Oklahoma
$208K +$191K +7,229 New
WIA
99
World Investment Advisors
California
$205K +$188K +7,120 New
CIAS
100
Capital Investment Advisory Services
North Carolina
$202K +$185K +7,000 New