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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
251
Barrett & Company
Rhode Island
$708K +$139 +4 +0%
SGI
252
Summit Global Investments
Utah
$670K +$150K +4,325 +31%
AWM
253
Accel Wealth Management
Iowa
$667K +$177K +5,103 +39%
WOSD
254
WFA of San Diego
California
$663K +$632K +18,185 New
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$662K
KOMWMG
256
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$657K -$47.3K -1,363 -7%
IAIM
257
International Assets Investment Management
Florida
$649K +$246K +7,090 +66%
WI
258
Wintrust Investments
Illinois
$647K -$5.34M -153,646 -90%
CAM
259
CPA Asset Management
Florida
$641K +$77.9K +2,244 +15%
EWS
260
Evergreen Wealth Solutions
Pennsylvania
$632K +$132K +3,809 +28%
RK
261
Rather & Kittrell
Tennessee
$625K
HAIM
262
Hunter Associates Investment Management
Pennsylvania
$623K
PTC
263
Private Trust Company
Ohio
$616K
STA
264
Smith Thornton Advisors
Alabama
$616K +$26.1K +751 +5%
BC
265
Bricktown Capital
Michigan
$611K
NG
266
Norden Group
Utah
$603K +$575K +16,555 New
TWM
267
Trueblood Wealth Management
Ohio
$598K +$171K +4,918 +43%
LC
268
Lincoln Capital
Nebraska
$595K -$57.7K -1,661 -9%
WCM
269
Wealthcare Capital Management
Virginia
$588K +$560K +16,129 New
NWMG
270
National Wealth Management Group
Ohio
$584K +$21.1K +606 +4%
BWA
271
Beam Wealth Advisors
Louisiana
$562K +$103K +2,967 +24%
BAG
272
Bridgewealth Advisory Group
California
$561K +$272K +7,832 +104%
CWP
273
Core Wealth Partners
California
$549K +$6.53K +188 +1%
TSWM
274
Tyler-Stone Wealth Management
Ohio
$539K +$493K +14,180 +2,363%
HIA
275
Harbor Investment Advisory
Maryland
$532K +$10.4K +300 +2%