We are live on ! Find out more
CGNG

Capital Group New Geography Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VW
151
Vantus Wealth
Pennsylvania
$300K +$296K +9,395 New
SWM
152
Spire Wealth Management
Virginia
$286K +$1.89K +60 +0.7%
SWMG
153
Sard Wealth Management Group
Georgia
$274K +$52.3K +1,658 +24%
MA
154
Mutual Advisors
Nebraska
$260K +$2.94K +93 +1%
FFA
155
Florida Financial Advisors
Florida
$254K +$13.8K +438 +6%
GWM
156
Geneos Wealth Management
Colorado
$244K +$210K +6,646 +677%
ERIC
157
Eagle Rock Investment Company
Georgia
$241K +$238K +7,546 New
IAIM
158
International Assets Investment Management
Florida
$240K +$238K +7,530 New
LWA
159
Lantern Wealth Advisors
New York
$231K +$228K +7,228 New
BWP
160
Balboa Wealth Partners
Arizona
$226K +$224K +7,093 New
AWM
161
Avaii Wealth Management
Wisconsin
$215K +$568 +18 +0.3%
PFS
162
Prospera Financial Services
Texas
$214K +$212K +6,712 New
RIL
163
Rothschild Investment LLC
Illinois
$198K +$94.7K +3,000 +94%
CF
164
Centaurus Financial
California
$160K -$1.39K -44 -0.9%
Comerica Bank
165
Comerica Bank
Texas
$157K +$34K +1,079 +28%
BFP
166
Birchwood Financial Partners
Minnesota
$125K +$124K +3,927 New
TFA
167
Transamerica Financial Advisors
Florida
$118K +$47.7K +1,513 +69%
JP Morgan Chase
168
JP Morgan Chase
New York
$111K +$98K +3,105 +844%
PTC
169
Private Trust Company
Ohio
$89K
EWA
170
EverSource Wealth Advisors
Alabama
$71.9K +$69.5K +2,203 +4,590%
CIA
171
Cape Investment Advisory
Georgia
$53.7K +$53K +1,681 New
FHA
172
Flagship Harbor Advisors
Massachusetts
$34.2K +$33.8K +1,070 New
FFA
173
Farther Finance Advisors
California
$29.6K +$189 +6 +0.7%
IA
174
IFP Advisors
Florida
$20.5K
AF
175
Allworth Financial
California
$18.3K +$16.3K +515 +873%