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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
CJM Wealth Advisers
Virginia
$3.44M +$1.72M +47,506 +120%
IWM
227
IHT Wealth Management
Illinois
$3.41M +$397K +10,942 +14%
EWA
228
EverSource Wealth Advisors
Alabama
$3.41M +$739K +20,382 +31%
PCIA
229
Prime Capital Investment Advisors
Kansas
$3.41M +$803K +22,159 +35%
MIA
230
Milestone Investment Advisors
Wisconsin
$3.38M -$271K -7,490 -8%
FHA
231
Flagship Harbor Advisors
Massachusetts
$3.36M +$1.67M +46,124 +119%
SW
232
Simplicity Wealth
New Jersey
$3.3M +$1.5M +41,386 +98%
EPW
233
Endeavor Private Wealth
Kansas
$3.29M +$539K +14,871 +22%
CAM
234
Cozad Asset Management
Illinois
$3.27M +$635K +17,507 +27%
WIP
235
WealthCare Investment Partners
Rhode Island
$3.25M +$631K +17,417 +27%
SS
236
Sunbelt Securities
Texas
$3.22M +$98.9K +2,728 +3%
SWM
237
Spire Wealth Management
Virginia
$3.22M -$185K -5,105 -6%
LPAM
238
Lodestar Private Asset Management
California
$3.07M -$122K -3,354 -4%
KCIC
239
Kuhn & Co Investment Counsel
Illinois
$3.05M +$347K +9,565 +14%
SCM
240
SOL Capital Management
Maryland
$3.04M +$43.7K +1,205 +2%
AIFS
241
A&I Financial Services
Colorado
$2.99M +$181K +5,003 +7%
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$2.96M +$2.71M +74,695 New
SWM
243
Silverlake Wealth Management
Vermont
$2.95M +$102K +2,825 +4%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$2.93M -$174K -4,810 -6%
HP
245
Holistic Planning
Texas
$2.93M -$1.99K -55 -0.1%
CFB
246
Cullen/Frost Bankers
Texas
$2.93M +$1.24M +34,161 +85%
CA
247
Carson Advisory
Georgia
$2.89M -$13.6K -375 -0.5%
ATS
248
Ashton Thomas Securities
New York
$2.89M +$52.3K +1,442 +2%
TCG
249
Transcendent Capital Group
Oklahoma
$2.82M +$87.8K +2,422 +4%
NS
250
NBC Securities
Alabama
$2.78M +$322K +8,874 +14%