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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
251
Orca Wealth Management
Florida
$1.9M -$15.2K -418 -0.8%
AWM
252
Accel Wealth Management
Iowa
$1.88M +$407K +11,195 +27%
FGA
253
Fortis Group Advisors
New Jersey
$1.86M +$609K +16,780 +47%
KWM
254
Kingsview Wealth Management
Oregon
$1.86M -$42.2K -1,162 -2%
SFGP
255
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.83M +$827K +22,779 +80%
GF
256
Gries Financial
Ohio
$1.83M +$4.68K +129 +0.3%
OFS
257
OneAscent Financial Services
Alabama
$1.81M +$63.8K +1,757 +4%
RCA
258
Riverview Capital Advisers
Massachusetts
$1.8M +$786K +21,634 +75%
PWM
259
Perigon Wealth Management
California
$1.75M +$16.1K +442 +0.9%
EWS
260
Evergreen Wealth Solutions
Pennsylvania
$1.72M +$402K +11,063 +30%
OL
261
Owen LaRue
Kentucky
$1.71M -$39.9K -1,098 -2%
CAG
262
Curtis Advisory Group
California
$1.68M +$1.71M +47,036 New
RIA
263
Realta Investment Advisors
Delaware
$1.68M +$239K +6,582 +16%
CCA
264
Cypress Capital Advisors
Tennessee
$1.66M -$1.22M -33,461 -42%
SW
265
SteelPeak Wealth
California
$1.64M +$278K +7,653 +20%
CPA
266
Clear Point Advisors
New York
$1.56M -$19.9K -547 -1%
GWM
267
Geneos Wealth Management
Colorado
$1.55M +$1.28M +35,142 +417%
FC
268
Financial Council
Maryland
$1.54M +$246K +6,775 +19%
MSAM
269
Moloney Securities Asset Management
Missouri
$1.53M -$55.3K -1,524 -3%
FWS
270
FinDec Wealth Services
California
$1.53M -$12M -331,478 -89%
SW
271
Simplicity Wealth
New Jersey
$1.51M +$1.54M +42,294 New
CIA
272
Capital Investment Advisors
Georgia
$1.5M +$477K +13,145 +45%
LF
273
Lantz Financial
Illinois
$1.5M +$43.8K +1,206 +3%
WIC
274
Woodmont Investment Counsel
Tennessee
$1.47M +$259K +7,132 +21%
PWM
275
Pines Wealth Management
North Carolina
$1.46M +$97.3K +2,678 +6%
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