We are live on ! Find out more
CGNG

Capital Group New Geography Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$1.62M +$236K +7,472 +17%
BWG
77
Beta Wealth Group
California
$1.61M -$28.5K -902 -2%
PWM
78
Pines Wealth Management
North Carolina
$1.48M +$1.02M +32,218 +227%
MMM
79
Mendel Money Management
Illinois
$1.45M -$71.9K -2,280 -5%
SP
80
Stablepoint Partners
Massachusetts
$1.43M +$95.9K +3,040 +7%
SFGP
81
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.42M +$596K +18,896 +74%
CPIA
82
Cornell Pochily Investment Advisors
New York
$1.41M +$69.4K +2,198 +5%
WWM
83
Western Wealth Management
Colorado
$1.36M +$84.1K +2,664 +7%
IFG
84
Independent Financial Group
California
$1.34M +$160K +5,061 +14%
CA
85
Claro Advisors
Massachusetts
$1.33M +$479K +15,195 +57%
FFS
86
Founders Financial Securities
Maryland
$1.32M +$778K +24,661 +147%
PS
87
Principal Securities
Iowa
$1.32M +$302K +9,575 +30%
Capital International Investors
88
Capital International Investors
California
$1.31M -$7.35K -233 -0.6%
BL
89
BFSG LLC
California
$1.23M +$1.19M +37,579 +3,606%
AIFS
90
A&I Financial Services
Colorado
$1.17M +$72.5K +2,296 +7%
EH
91
Equitable Holdings
New York
$1.11M +$395K +12,521 +57%
ASN
92
Advisory Services Network
Georgia
$1.09M +$691K +21,900 +178%
Mariner
93
Mariner
Kansas
$1.05M +$535K +16,969 +107%
MW
94
Merited Wealth
Florida
$1.01M +$1M +31,776 New
DAS
95
Dynamic Advisor Solutions
Arizona
$1.01M +$996K +31,573 New
IWC
96
Integrated Wealth Concepts
Massachusetts
$1M +$499K +15,799 +101%
VA
97
Valmark Advisers
Ohio
$987K +$298K +9,457 +44%
HNH
98
Hopwood Nicholas Hunter
$955K +$944K +29,920 New
IA
99
IFG Advisory
Georgia
$955K +$139K +4,398 +17%
VVP
100
Venture Visionary Partners
Ohio
$930K +$580K +18,396 +171%