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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
226
Burford Brothers
Texas
$664K
BC
227
Barrett & Company
Rhode Island
$641K -$5.8K -178 -0.9%
KOMWMG
228
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$640K +$90.7K +2,783 +17%
TC
229
TownSquare Capital
Utah
$615K +$607K +18,628 New
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$607K +$56.9K +1,747 +10%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$604K -$39.1K -1,200 -6%
LC
232
Lincoln Capital
Nebraska
$594K +$12.4K +380 +2%
NECFA
233
New England Capital Financial Advisors
Connecticut
$589K +$579K +17,763 +24,004%
RK
234
Rather & Kittrell
Tennessee
$566K +$105K +3,236 +23%
HAIM
235
Hunter Associates Investment Management
Pennsylvania
$564K
GVAG
236
Great Valley Advisor Group
Delaware
$563K +$80.7K +2,477 +17%
Comerica Bank
237
Comerica Bank
Texas
$560K +$243K +7,445 +78%
PTC
238
Private Trust Company
Ohio
$558K -$13.4K -412 -2%
BC
239
Bricktown Capital
Michigan
$553K +$546K +16,771 New
SWP
240
Stratos Wealth Partners
Ohio
$552K +$54.8K +1,681 +11%
STA
241
Smith Thornton Advisors
Alabama
$533K +$526K +16,142 New
AG
242
Ascent Group
Virginia
$513K -$1.76K -54 -0.3%
NWMG
243
National Wealth Management Group
Ohio
$509K +$17.1K +526 +4%
CAM
244
CPA Asset Management
Florida
$507K +$500K +15,352 New
TCWM
245
Total Clarity Wealth Management
Illinois
$505K +$1.69K +52 +0.3%
SCM
246
SOL Capital Management
Maryland
$497K +$83.1K +2,550 +20%
CWP
247
Core Wealth Partners
California
$491K
CHJWM
248
Carlton Hofferkamp & Jenks Wealth Management
Texas
$487K +$684 +21 +0.2%
VCM
249
Virtue Capital Management
Tennessee
$481K +$65K +1,994 +17%
MWM
250
Meridian Wealth Management
Kentucky
$480K +$473K +14,532 New