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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$266K +$244K +8,848 New
WP
227
WealthSource Partners
California
$260K
Koshinski Asset Management
228
Koshinski Asset Management
Illinois
$253K -$1.18M -42,799 -83%
SIS
229
Strategic Investment Solutions
Illinois
$253K -$5.42M -196,600 -96%
BGAI
230
Bruce G. Allen Investments
Colorado
$250K +$231K +8,364 New
SFWC
231
Strategic Family Wealth Counselors
New Jersey
$248K
GF
232
Gimbal Financial
Indiana
$245K +$227K +8,217 New
JWCA
233
J.W. Cole Advisors
Florida
$240K -$77.5K -2,810 -26%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$230K +$213K +7,721 New
Comerica Bank
235
Comerica Bank
Texas
$229K +$60.4K +2,192 +40%
SGI
236
Summit Global Investments
Utah
$225K +$208K +7,538 New
NFA
237
Northwest Financial Advisors
Virginia
$224K +$207K +7,513 New
MCA
238
MSH Capital Advisors
Arizona
$219K +$203K +7,352 New
FP
239
Financial Perspectives
Minnesota
$218K +$81.4K +2,950 +68%
HFA
240
High Falls Advisors
New York
$210K +$194K +7,033 New
BMWM
241
Brown Miller Wealth Management
Virginia
$208K +$192K +6,955 New
SCM
242
Saxony Capital Management
Missouri
$206K +$190K +6,890 New
HIA
243
Harbor Investment Advisory
Maryland
$185K
TRCT
244
Tower Research Capital (TRC)
New York
$179K -$317K -11,485 -66%
FPF
245
First Pacific Financial
Washington
$156K +$144K +5,236 New
Bessemer Group
246
Bessemer Group
New Jersey
$152K +$140K +5,091 New
LFG
247
Larson Financial Group
Missouri
$114K +$27.6K +1,000 +35%
CAS
248
Coppell Advisory Solutions
Texas
$110K +$102K +3,692 New
GWM
249
Geneos Wealth Management
Colorado
$109K -$1.82K -66 -2%
FHA
250
First Horizon Advisors
Tennessee
$102K