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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Convergence Financial
Missouri
$6.56M +$621K +14,468 +11%
AWM
227
Aprio Wealth Management
Georgia
$6.52M +$6.42M +149,488 New
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$6.5M +$6.4M +149,018 New
VC
229
Vicus Capital
Pennsylvania
$6.5M -$126K -2,930 -2%
QFPS
230
Quantum Financial Planning Services
Washington
$6.24M +$632K +14,724 +11%
BHFP
231
Blom & Howell Financial Planning
California
$6.19M +$6.09M +141,895 New
AFP
232
Ausdal Financial Partners
Iowa
$6.19M +$804K +18,715 +15%
CL
233
Choreo LLC
Illinois
$6.16M +$304K +7,081 +5%
APW
234
Alliance Private Wealth
Massachusetts
$6.1M +$5.85M +136,283 New
BWM
235
BNB Wealth Management
Maryland
$6.07M +$5.98M +139,154 New
HCA
236
Harpswell Capital Advisors
Maine
$6.07M -$1.43M -33,406 -19%
GWM
237
Greenline Wealth Management
Florida
$6.07M +$5.97M +139,045 New
FFWM
238
Future Financial Wealth Management
Ohio
$6.05M +$178K +4,145 +3%
PWA
239
PCG Wealth Advisors
Kansas
$6.04M +$1.77M +41,244 +42%
PIA
240
Perennial Investment Advisors
California
$6.04M +$1.24M +28,794 +26%
CA
241
CGN Advisors
Kansas
$5.99M +$1.18M +27,519 +25%
AWM
242
Accel Wealth Management
Iowa
$5.95M +$627K +14,599 +12%
ACM
243
Aurdan Capital Management
Pennsylvania
$5.91M -$28.1K -654 -0.5%
SAM
244
Smartleaf Asset Management
Massachusetts
$5.9M -$112K -2,612 -2%
MEAC
245
M.E. Allison & Co
Texas
$5.84M +$215K +5,006 +4%
EWP
246
Evergreen Wealth Partners
Montana
$5.82M +$5.73M +133,386 New
SF
247
Steffes Financial
Kansas
$5.81M +$5.71M +133,043 New
BFA
248
Bill Few Associates
Pennsylvania
$5.78M +$208K +4,842 +4%
BL
249
Balentine LLC
Georgia
$5.73M
IA
250
Integrity Alliance
Iowa
$5.73M -$4.68K -109 -0.1%