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CGNG

Capital Group New Geography Equity ETF
CGNG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
151
Diversify Wealth Management
Utah
$567K +$551K +16,605 New
EFL
152
ERn Financial LLC
Wisconsin
$562K +$235K +7,082 +66%
SA
153
Sovran Advisors
California
$529K +$11K +330 +2%
MCM
154
MAI Capital Management
Ohio
$519K +$114K +3,437 +26%
SFS
155
Security Financial Services
Indiana
$518K +$83.4K +2,512 +18%
PCIA
156
Prime Capital Investment Advisors
Kansas
$516K +$33.2K +1,000 +7%
FPGK
157
Financial Partners Group (Kansas)
Kansas
$504K +$530K +15,956 New
BWM
158
BNB Wealth Management
Maryland
$482K +$74.9K +2,257 +17%
FHC
159
First Heartland Consultants
Missouri
$465K -$1.96M -58,954 -80%
TC
160
Towle & Co
Colorado
$459K +$483K +14,544 New
CIAS
161
Capital Investment Advisory Services
North Carolina
$455K +$142K +4,277 +42%
FFA
162
Florida Financial Advisors
Florida
$453K +$213K +6,407 +81%
JIG
163
Junk Investment Group
Maryland
$427K +$449K +13,528 New
RIS
164
Richmond Investment Services
Wisconsin
$395K +$44.6K +1,344 +12%
MLRA
165
Main Line Retirement Advisors
Montana
$380K +$24.9K +750 +7%
TWP
166
Tempus Wealth Planning
California
$378K -$1.13K -34 -0.3%
CIM
167
Capital Investment Management
Missouri
$374K +$27.4K +826 +7%
RIA
168
Regal Investment Advisors
Michigan
$359K +$378K +11,383 New
PFS
169
Prospera Financial Services
Texas
$359K +$155K +4,667 +70%
AIM
170
Advyzon Investment Management
Illinois
$333K +$34.7K +1,045 +11%
LWA
171
Lantern Wealth Advisors
New York
$328K +$105K +3,158 +44%
SN
172
Sittner & Nelson
Oregon
$312K +$31K +935 +10%
MWM
173
Mission Wealth Management
California
$307K +$323K +9,720 New
SWM
174
Spire Wealth Management
Virginia
$283K – – –
ERIC
175
Eagle Rock Investment Company
Georgia
$282K +$46.5K +1,401 +19%
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