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icono de CGDV

Capital Group Dividend Value ETF
CGDV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
EWP
176
Evergreen Wealth Partners
Montana
USD 14.3 M +USD 2.67 M +56,622 +24%
Cozad Asset Management
177
Cozad Asset Management
Illinois
USD 14.2 M +USD 902 k +19,166 +7%
Advisornet Financial
178
Advisornet Financial
Minnesota
USD 14.2 M +USD 318 k +6,762 +2%
Cresset Asset Management
179
Cresset Asset Management
Illinois
USD 14 M +USD 306 k +6,507 +2%
IMG Wealth Management
180
IMG Wealth Management
Florida
USD 13.9 M +USD 337 k +7,157 +3%
Hartmann Taylor Wealth Management
181
Hartmann Taylor Wealth Management
Texas
USD 13.9 M -USD 4.94 k -105 -0%
Flagship Harbor Advisors
182
Flagship Harbor Advisors
Massachusetts
USD 13.8 M +USD 1.82 M +38,617 +16%
Essex Financial Services
183
Essex Financial Services
Connecticut
USD 13.7 M +USD 412 k +8,746 +3%
KL
184
Keenan LLC
Massachusetts
USD 13.7 M +USD 1.12 M +23,752 +9%
McCarthy Asset Management
185
McCarthy Asset Management
California
USD 13.7 M +USD 13.1 M +277,359 Nuevas
Ridgeline Wealth Planning
186
Ridgeline Wealth Planning
Ohio
USD 13.4 M +USD 992 k +21,061 +8%
Integrity Advisory Solutions
187
Integrity Advisory Solutions
Texas
USD 13.3 M +USD 518 k +11,000 +4%
Visionary Wealth Advisors
188
Visionary Wealth Advisors
Illinois
USD 13.2 M -USD 4.59 M -97,435 -27%
Simplicity Wealth
189
Simplicity Wealth
New Jersey
USD 13.2 M +USD 10.6 M +225,208 +540%
Kaizen Financial Strategies
190
Kaizen Financial Strategies
California
USD 13.1 M -USD 547 k -11,620 -4%
World Investment Advisors
191
World Investment Advisors
California
USD 13.1 M -USD 74.4 k -1,579 -0.5%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
USD 13 M +USD 1.08 M +22,872 +10%
PWM
193
Pinnacle Wealth Management
California
USD 12.9 M -USD 1.86 M -39,567 -13%
EP Wealth Advisors
194
EP Wealth Advisors
California
USD 12.9 M +USD 32.2 k +683 +0.3%
Magnus Financial Group
195
Magnus Financial Group
New York
USD 12.6 M +USD 488 k +10,373 +4%
Smith Thornton Advisors
196
Smith Thornton Advisors
Alabama
USD 12.5 M +USD 774 k +16,427 +7%
Tempus Wealth Planning
197
Tempus Wealth Planning
California
USD 12.5 M +USD 332 k +7,055 +3%
Swisher Financial Concepts
198
Swisher Financial Concepts
Ohio
USD 12.4 M -USD 1.13 M -24,067 -9%
Freedom Financial Partners
199
Freedom Financial Partners
Minnesota
USD 12.3 M +USD 828 k +17,579 +8%
WealthCare Investment Partners
200
WealthCare Investment Partners
Rhode Island
USD 12.3 M +USD 172 k +3,646 +1%
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