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
$222M +$83M +2,500,618 +55%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$107M +$27.8M +836,643 +33%
CGPCS
3
Capital Group Private Client Services
California
$101M +$18M +543,487 +20%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$99.6M +$47M +1,417,059 +82%
Raymond James Financial
5
Raymond James Financial
Florida
$88.8M +$23M +693,526 +33%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$75.8M +$9.36M +282,054 +13%
Wells Fargo
7
Wells Fargo
California
$49M +$28.5M +859,844 +124%
BEI
8
Benjamin Edwards Inc
Missouri
$42.3M +$34.8M +1,049,818 +360%
Bank of America
9
Bank of America
North Carolina
$41.1M +$24.6M +739,844 +131%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33.1M -$261K -7,861 -0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$26.2M -$2.6M -78,275 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$24.5M -$882K -26,582 -3%
NA
13
NewEdge Advisors
Louisiana
$22.7M +$2.03M +61,277 +9%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$22.6M +$2.82M +84,941 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.3M +$134K +4,033 +0.7%
GWAG
16
Garrett Wealth Advisory Group
Texas
$19M +$4.48M +135,052 +29%
MML Investors Services
17
MML Investors Services
Massachusetts
$18.5M +$7.31M +220,355 +61%
WA
18
Waverly Advisors
Alabama
$17.7M -$70.6K -2,128 -0.4%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$17.6M +$11.8M +354,947 +162%
UBS Group
20
UBS Group
Switzerland
$17.6M +$18.5M +556,424 +218,205%
MFG
21
Merit Financial Group
Georgia
$16.7M +$697K +21,000 +4%
CWS
22
Confluence Wealth Services
Pennsylvania
$16.2M +$1.96M +59,114 +13%
PIA
23
Petredis Investment Advisors
Pennsylvania
$15.8M +$463K +13,941 +3%
JBA
24
Johnson Bixby & Associates
Washington
$15.2M +$507K +15,283 +3%
PFA
25
Presper Financial Architects
Ohio
$15M +$15.7M +473,695 New