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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
Core Wealth Partners
California
$484K +$100K +3,266 +28%
GVAG
227
Great Valley Advisor Group
Delaware
$474K +$168K +5,456 +60%
HIA
228
Harbor Investment Advisory
Maryland
$465K +$249K +8,100 +131%
RK
229
Rather & Kittrell
Tennessee
$452K +$427K +13,908 New
CHJWM
230
Carlton Hofferkamp & Jenks Wealth Management
Texas
$446K +$492 +16 +0.1%
MFA
231
Mayflower Financial Advisors
Massachusetts
$437K +$413K +13,449 New
SCM
232
SOL Capital Management
Maryland
$406K +$384K +12,507 New
MFG
233
Magnus Financial Group
New York
$393K +$372K +12,096 New
ME
234
McIlrath & Eck
Washington
$393K +$9.4K +306 +3%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$390K +$369K +12,011 New
RG
236
Retirement Group
California
$390K +$304K +9,881 +469%
VCM
237
Virtue Capital Management
Tennessee
$381K +$367K +11,957 New
AWM
238
Accel Wealth Management
Iowa
$375K +$61.9K +2,014 +21%
SWMG
239
Signature Wealth Management Group
Georgia
$362K -$9.28K -302 -3%
EWM
240
Echo Wealth Management
Minnesota
$362K +$342K +11,139 New
WAM
241
WealthTrust Asset Management
Florida
$361K -$19.7K -640 -5%
TAM
242
Titleist Asset Management
Texas
$361K +$342K +11,113 New
RCAG
243
Rehmann Capital Advisory Group
Michigan
$355K +$58.1K +1,890 +21%
MCA
244
MSH Capital Advisors
Arizona
$341K +$96.2K +3,129 +43%
OWA
245
Octavia Wealth Advisors
Ohio
$338K -$8.85K -288 -3%
SGI
246
Summit Global Investments
Utah
$332K +$82.5K +2,683 +36%
ACM
247
Advisors Capital Management
New Jersey
$322K +$1.69K +55 +0.6%
EFP
248
Envision Financial Planning
Tennessee
$311K -$28.7K -934 -9%
Comerica Bank
249
Comerica Bank
Texas
$309K +$57K +1,855 +24%
IAIM
250
International Assets Investment Management
Florida
$306K +$12.3K +400 +4%