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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
251
Financial Council
Maryland
$1.29M +$182K +4,990 +16%
FGA
252
Fortis Group Advisors
New Jersey
$1.25M +$210K +5,763 +19%
NFA
253
Northwest Financial Advisors
Virginia
$1.24M +$336K +9,227 +36%
WIC
254
Woodmont Investment Counsel
Tennessee
$1.21M +$361K +9,924 +41%
FHA
255
Flagship Harbor Advisors
Massachusetts
$1.19M +$1.22M +33,611 New
Citadel Advisors
256
Citadel Advisors
Florida
$1.16M +$1.2M +32,936 New
PFA
257
Professional Financial Advisors
Nebraska
$1.16M +$13.9K +383 +1%
Creative Planning
258
Creative Planning
Kansas
$1.13M +$138K +3,792 +13%
CC
259
Commons Capital
Massachusetts
$1.08M +$1.11M +30,614 New
PIA
260
Perennial Investment Advisors
California
$1.08M +$1.11M +30,586 New
NL
261
NWAM LLC
Washington
$1.07M – – –
BAM
262
Belpointe Asset Management
Nevada
$1.05M +$3.97K +109 +0.4%
RA
263
RFG Advisory
Alabama
$1.05M +$838K +23,025 +335%
GS
264
GWN Securities
Florida
$1.03M +$1.03M +28,228 New
CIA
265
Capital Investment Advisors
Georgia
$1.02M +$1.06M +29,011 New
RCA
266
Riverview Capital Advisers
Massachusetts
$1.02M +$136K +3,731 +15%
SFGP
267
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.01M +$1.04M +28,619 New
CFB
268
Cullen/Frost Bankers
Texas
$991K +$269K +7,398 +36%
GIA
269
Gladstone Institutional Advisory
Florida
$980K +$643K +17,670 +175%
MCA
270
MSH Capital Advisors
Arizona
$979K +$93.2K +2,562 +10%
OHWA
271
Oak Hill Wealth Advisors
Virginia
$976K +$1.01M +27,668 New
TWM
272
Tradition Wealth Management
Minnesota
$955K +$31.4K +864 +3%
KW
273
KWB Wealth
California
$946K +$945K +25,970 New
TCWM
274
Total Clarity Wealth Management
Illinois
$934K +$122K +3,362 +15%
IA
275
IFG Advisory
Georgia
$924K +$484K +13,306 +103%
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