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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
251
Rockport Wealth
Ohio
$301K +$285K +9,258 New
BGAI
252
Bruce G. Allen Investments
Colorado
$299K +$25.4K +828 +10%
OPPS
253
Obsidian Personal Planning Solutions
Maryland
$292K +$283K +9,215 New
IAS
254
Investment Advisory Services
Texas
$287K +$271K +8,828 New
TI
255
tru Independence
Oregon
$284K -$8.17K -266 -3%
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$280K +$27K +880 +11%
LSA
257
Lion Street Advisors
Texas
$274K
KA
258
Kovack Advisors
Florida
$273K +$258K +8,403 New
JWCA
259
J.W. Cole Advisors
Florida
$273K +$11.3K +367 +5%
HA
260
HFG Advisors
Ohio
$271K +$256K +8,340 New
SFWC
261
Strategic Family Wealth Counselors
New Jersey
$270K
GF
262
Gimbal Financial
Indiana
$267K
FF
263
Francis Financial
$259K +$245K +7,982 New
FP
264
Financial Perspectives
Minnesota
$242K +$4.39K +143 +2%
SCM
265
Saxony Capital Management
Missouri
$238K +$13.1K +426 +6%
TWM
266
Trueblood Wealth Management
Ohio
$234K +$222K +7,211 New
SCA
267
Snowden Capital Advisors
New York
$232K +$219K +7,121 New
BW
268
Bison Wealth
Georgia
$230K +$217K +7,064 New
CWA
269
CJM Wealth Advisers
Virginia
$229K +$216K +7,037 New
HFA
270
High Falls Advisors
New York
$229K
BMWM
271
Brown Miller Wealth Management
Virginia
$226K
BAG
272
Bridgewealth Advisory Group
California
$222K +$209K +6,816 New
LFG
273
Larson Financial Group
Missouri
$196K +$67.6K +2,200 +57%
CWM
274
CarsonAllaria Wealth Management
Illinois
$182K +$172K +5,596 New
Bessemer Group
275
Bessemer Group
New Jersey
$154K -$11K -357 -7%