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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
251
StrongBox Wealth
Missouri
$1.91M +$1.94M +53,530 New
OWM
252
Orca Wealth Management
Florida
$1.9M -$15.2K -418 -0.8%
AWM
253
Accel Wealth Management
Iowa
$1.88M +$407K +11,195 +27%
FGA
254
Fortis Group Advisors
New Jersey
$1.86M +$609K +16,780 +47%
Kingsview Wealth Management
255
Kingsview Wealth Management
Oregon
$1.86M -$42.2K -1,162 -2%
SFGP
256
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.83M +$827K +22,779 +80%
GF
257
Gries Financial
Ohio
$1.83M +$4.68K +129 +0.3%
OFS
258
OneAscent Financial Services
Alabama
$1.81M +$63.8K +1,757 +4%
RCA
259
Riverview Capital Advisers
Massachusetts
$1.8M +$786K +21,634 +75%
Perigon Wealth Management
260
Perigon Wealth Management
California
$1.75M +$16.1K +442 +0.9%
EWS
261
Evergreen Wealth Solutions
Pennsylvania
$1.72M +$402K +11,063 +30%
OL
262
Owen LaRue
Kentucky
$1.71M -$39.9K -1,098 -2%
CAG
263
Curtis Advisory Group
California
$1.68M +$1.71M +47,036 New
RIA
264
Realta Investment Advisors
Delaware
$1.68M +$239K +6,582 +16%
CCA
265
Cypress Capital Advisors
Tennessee
$1.66M -$1.22M -33,461 -42%
SteelPeak Wealth
266
SteelPeak Wealth
California
$1.64M +$278K +7,653 +20%
CPA
267
Clear Point Advisors
New York
$1.56M -$19.9K -547 -1%
Geneos Wealth Management
268
Geneos Wealth Management
Colorado
$1.55M +$1.28M +35,142 +417%
FC
269
Financial Council
Maryland
$1.54M +$246K +6,775 +19%
MSAM
270
Moloney Securities Asset Management
Missouri
$1.53M -$55.3K -1,524 -3%
FWS
271
FinDec Wealth Services
California
$1.53M -$12M -331,478 -89%
Simplicity Wealth
272
Simplicity Wealth
New Jersey
$1.51M +$1.54M +42,294 New
Capital Investment Advisors
273
Capital Investment Advisors
Georgia
$1.5M +$477K +13,145 +45%
LF
274
Lantz Financial
Illinois
$1.5M +$43.8K +1,206 +3%
WIC
275
Woodmont Investment Counsel
Tennessee
$1.47M +$259K +7,132 +21%