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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
251
Woodmont Investment Counsel
Tennessee
$475K +$469K +14,402 New
TAM
252
Titleist Asset Management
Texas
$474K +$106K +3,262 +29%
HIA
253
Harbor Investment Advisory
Maryland
$472K – – –
SGI
254
Summit Global Investments
Utah
$464K +$125K +3,835 +38%
HF
255
HRT Financial
New York
$464K +$459K +14,085 New
EWS
256
Evergreen Wealth Solutions
Pennsylvania
$446K +$441K +13,525 New
AWM
257
Accel Wealth Management
Iowa
$435K +$54.1K +1,662 +14%
CFB
258
Cullen/Frost Bankers
Texas
$434K +$423K +12,987 +8,220%
MFA
259
Mayflower Financial Advisors
Massachusetts
$433K -$10.3K -315 -2%
ME
260
McIlrath & Eck
Washington
$428K +$28.7K +880 +7%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$416K +$55.2K +1,693 +16%
BWA
262
Beam Wealth Advisors
Louisiana
$411K +$406K +12,449 New
JWCA
263
J.W. Cole Advisors
Florida
$398K +$119K +3,666 +44%
SWMG
264
Signature Wealth Management Group
Georgia
$382K -$2.61K -80 -0.7%
TWM
265
Trueblood Wealth Management
Ohio
$379K +$139K +4,272 +59%
OWA
266
Octavia Wealth Advisors
Ohio
$370K +$25.3K +778 +7%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$369K +$84.4K +2,591 +30%
IAS
268
Investment Advisory Services
Texas
$369K +$77K +2,363 +27%
IAIM
269
International Assets Investment Management
Florida
$354K +$42.4K +1,300 +14%
RW
270
Rockport Wealth
Ohio
$349K +$43.3K +1,329 +14%
NCFG
271
New Century Financial Group
New Jersey
$345K +$340K +10,451 New
SCM
272
Saxony Capital Management
Missouri
$343K +$101K +3,087 +42%
BWP
273
Balboa Wealth Partners
Arizona
$331K +$327K +10,038 New
WFS
274
WealthGarden F.S.
California
$331K +$327K +10,032 New
IWM
275
Iams Wealth Management
Nebraska
$331K +$327K +10,026 New
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