We are live on ! Find out more
CGNG

Capital Group New Geography Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Pines Wealth Management
North Carolina
$438K -$3.51K -119 -0.8%
GVAG
102
Great Valley Advisor Group
Delaware
$395K +$91.6K +3,106 +32%
BI
103
Beckerman Institutional
New Jersey
$391K +$56.4K +1,912 +18%
ASN
104
Advisory Services Network
Georgia
$379K +$1.98K +67 +0.5%
MSFS
105
Main Street Financial Solutions
Pennsylvania
$379K +$362K +12,271 New
WMA
106
William Mack & Associates
Michigan
$372K +$3.81K +129 +1%
BFA
107
Blueprint Financial Advisors
North Carolina
$360K +$344K +11,657 New
BIP
108
Blueprint Investment Partners
North Carolina
$360K +$344K +11,657 New
MLRA
109
Main Line Retirement Advisors
Montana
$346K
TWP
110
Tempus Wealth Planning
California
$344K +$328K +11,121 New
GCM
111
Glaxis Capital Management
Florida
$337K
Natixis Advisors
112
Natixis Advisors
Massachusetts
$336K +$321K +10,873 New
VVP
113
Venture Visionary Partners
Ohio
$332K +$317K +10,737 New
MCM
114
MAI Capital Management
Ohio
$331K +$136K +4,615 +76%
SFS
115
Security Financial Services
Indiana
$330K +$315K +10,667 New
PA
116
PFG Advisors
Arizona
$328K +$313K +10,626 New
IVP
117
Intrinsic Value Partners
Arizona
$323K +$39.8K +1,350 +15%
GWP
118
Gateway Wealth Partners
Wisconsin
$316K +$301K +10,219 New
TCG
119
Transcendent Capital Group
Oklahoma
$311K +$2.86K +97 +1%
CIAS
120
Capital Investment Advisory Services
North Carolina
$303K +$82.3K +2,790 +40%
SWM
121
Spire Wealth Management
Virginia
$275K +$263K +8,902 New
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$275K +$262K +8,892 New
OP
123
ORG Partners
Indiana
$267K +$74K +2,509 +51%
MA
124
Mutual Advisors
Nebraska
$254K +$238K +8,065 New
GRP
125
Global Retirement Partners
California
$236K +$85.7K +2,905 +61%