We are live on ! Find out more
CGNG

Capital Group New Geography Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$145M +$46.5M +1,472,258 +48%
CGPCS
2
Capital Group Private Client Services
California
$84.7M +$6.96M +220,620 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$81.7M +$10.7M +338,154 +15%
Raymond James Financial
4
Raymond James Financial
Florida
$67.7M +$26.7M +845,917 +66%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$67.6M +$7.96M +252,297 +14%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$55.5M +$12M +381,480 +28%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$33.7M -$353K -11,184 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$29M +$3.93M +124,591 +16%
Osaic Holdings
9
Osaic Holdings
Arizona
$25.6M +$15.7M +496,612 +163%
Wells Fargo
10
Wells Fargo
California
$22.1M +$16.8M +532,769 +334%
NA
11
NewEdge Advisors
Louisiana
$21M +$1.96M +62,208 +10%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$20.1M +$1.65M +52,338 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$19.4M +$1.34M +42,546 +8%
Bank of America
14
Bank of America
North Carolina
$18M +$17.2M +544,121 +2,890%
WA
15
Waverly Advisors
Alabama
$17.9M +$175K +5,535 +1%
MFG
16
Merit Financial Group
Georgia
$16.2M +$326K +10,322 +2%
PIA
17
Petredis Investment Advisors
Pennsylvania
$15.6M -$42.2K -1,336 -0.3%
JBA
18
Johnson Bixby & Associates
Washington
$14.9M -$1.35M -42,721 -8%
GWAG
19
Garrett Wealth Advisory Group
Texas
$14.9M +$1.23M +38,895 +9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$14.6M +$7.18M +227,695 +99%
CWS
21
Confluence Wealth Services
Pennsylvania
$14.5M +$1.2M +37,967 +9%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$14.2M +$12.6M +399,303 +1,392%
MML Investors Services
23
MML Investors Services
Massachusetts
$11.6M +$2.06M +65,352 +22%
CAL
24
Capital Analysts LLC
Pennsylvania
$11.6M +$2.49M +78,752 +28%
AssetMark Inc
25
AssetMark Inc
California
$10.6M +$3.2M +101,281 +44%