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CGNG

Capital Group New Geography Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
126
LongView Wealth Management
Georgia
$1.28M -$230K -6,483 -16%
IVP
127
Intrinsic Value Partners
Arizona
$1.24M +$56.9K +1,605 +5%
EWA
128
EQ Wealth Advisors
Texas
$1.2M +$33.7K +950 +3%
HNH
129
Hopwood Nicholas Hunter
$1.17M +$36.3K +1,023 +3%
CWM
130
Cornerstone Wealth Management
Missouri
$1.16M +$441K +12,440 +67%
BWA
131
BlueChip Wealth Advisors
Georgia
$1.13M +$5.85K +165 +0.5%
GWM
132
Geneos Wealth Management
Colorado
$1.11M +$405K +11,424 +63%
LSIA
133
LaSalle St. Investment Advisors
Illinois
$1.1M -$12.3K -346 -1%
BI
134
Beckerman Institutional
New Jersey
$1.09M +$311K +8,780 +43%
TBF
135
True Blue Financial
Michigan
$1.08M +$43.8K +1,236 +4%
UBS AM
136
UBS AM
Illinois
$1.07M
LWM
137
Lodestone Wealth Management
Washington
$1.07M -$240K -6,777 -19%
HWM
138
HB Wealth Management
Georgia
$1.06M +$999K +28,175 New
VT
139
Vise Technologies
New York
$1.04M +$988K +27,862 New
SA
140
Sovran Advisors
California
$1.04M +$516K +14,545 +96%
FFA
141
Farther Finance Advisors
California
$1.03M +$847K +23,864 +639%
BFA
142
Blueprint Financial Advisors
North Carolina
$988K +$96.6K +2,724 +12%
BIP
143
Blueprint Investment Partners
North Carolina
$988K +$96.6K +2,724 +12%
CIAS
144
Capital Investment Advisory Services
North Carolina
$985K +$421K +11,876 +82%
TCG
145
Transcendent Capital Group
Oklahoma
$984K +$187K +5,279 +25%
MBC
146
Michael Brady & Co
Ohio
$971K +$94.4K +2,661 +11%
HAG
147
HighPoint Advisor Group
Illinois
$958K +$126K +3,557 +16%
HWMO
148
Heritage Wealth Management (Ohio)
Ohio
$951K +$114K +3,223 +15%
EPW
149
Endeavor Private Wealth
Kansas
$940K -$7.95K -224 -0.9%
CWM
150
Clearview Wealth Management
California
$938K -$14.6K -412 -2%