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CGNG

Capital Group New Geography Equity ETF
CGNG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
101
Main Street Financial Solutions
Pennsylvania
$910K +$512K +16,223 +132%
EWA
102
EQ Wealth Advisors
Texas
$904K +$78K +2,473 +10%
CPWM
103
Cypress Point Wealth Management
Texas
$899K +$223K +7,065 +34%
LSIA
104
LaSalle St. Investment Advisors
Illinois
$836K +$827K +26,204 New
PA
105
PFG Advisors
Arizona
$796K +$451K +14,293 +135%
TFP
106
TrueWealth Financial Partners
Washington
$777K +$768K +24,341 New
TBF
107
True Blue Financial
Michigan
$777K +$768K +24,341 New
PAS
108
Park Avenue Securities
New York
$736K +$97.1K +3,076 +15%
KAS
109
Kestra Advisory Services
Texas
$726K +$203K +6,438 +40%
BIP
110
Blueprint Investment Partners
North Carolina
$721K +$345K +10,929 +94%
SA
111
Sanctuary Advisors
Indiana
$721K -$233K -7,374 -25%
BFA
112
Blueprint Financial Advisors
North Carolina
$706K +$330K +10,463 +90%
IVP
113
Intrinsic Value Partners
Arizona
$682K +$344K +10,900 +104%
CCM
114
Cambridge Capital Management
Illinois
$673K +$443K +14,040 +200%
LWM
115
Lodestone Wealth Management
Washington
$660K +$203K +6,430 +45%
SWP
116
Sagespring Wealth Partners
Tennessee
$654K +$160K +5,080 +33%
HWMO
117
Heritage Wealth Management (Ohio)
Ohio
$627K +$620K +19,642 New
SCM
118
Saxony Capital Management
Missouri
$596K +$589K +18,655 New
RA
119
RFG Advisory
Alabama
$579K +$30K +952 +6%
GRP
120
Global Retirement Partners
California
$569K +$322K +10,189 +134%
OP
121
ORG Partners
Indiana
$548K +$306K +9,683 +130%
NRW
122
Nova R Wealth
Kansas
$537K -$177K -5,614 -25%
IWM
123
IHT Wealth Management
Illinois
$509K +$503K +15,951 New
GVAG
124
Great Valley Advisor Group
Delaware
$503K +$94.1K +2,981 +23%
WIA
125
World Investment Advisors
California
$502K +$20.6K +652 +4%
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