We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
251
Ashton Thomas Private Wealth
Arizona
$2.75M +$2.52M +69,566 New
KFP
252
KMG Fiduciary Partners
Ohio
$2.71M -$37.7K -1,041 -1%
JCM
253
Jacobi Capital Management
Pennsylvania
$2.7M +$511K +14,106 +26%
AIP
254
Ameritas Investment Partners
Nebraska
$2.69M +$231K +6,377 +10%
IA
255
IFG Advisory
Georgia
$2.61M +$979K +27,000 +69%
Cerity Partners
256
Cerity Partners
New York
$2.57M -$9.68K -267 -0.4%
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$2.56M +$246K +6,777 +12%
TCWM
258
Total Clarity Wealth Management
Illinois
$2.52M +$1.35M +37,296 +141%
FPF
259
First Pacific Financial
Washington
$2.52M +$227K +6,255 +11%
AWM
260
Accel Wealth Management
Iowa
$2.51M +$399K +11,021 +21%
TSMHT
261
Thurston Springer Miller Herd & Titak
Indiana
$2.51M +$1.98M +54,506 +603%
CFG
262
Certior Financial Group
Pennsylvania
$2.47M -$111K -3,063 -5%
BCM
263
Brookstone Capital Management
Illinois
$2.39M -$970K -26,766 -31%
LA
264
Latitude Advisors
Florida
$2.37M +$96.7K +2,667 +5%
CIA
265
Capital Investment Advisors
Georgia
$2.3M +$582K +16,068 +38%
SW
266
StrongBox Wealth
Missouri
$2.3M +$170K +4,687 +9%
HA
267
Herold Advisors
New York
$2.3M +$2.11M +58,180 New
PSCM
268
Per Stirling Capital Management
Texas
$2.27M -$8.15K -225 -0.4%
SWA
269
Stratos Wealth Advisors
Ohio
$2.21M +$8.3K +229 +0.4%
MWM
270
Meridian Wealth Management
Kentucky
$2.17M +$1.46M +40,400 +279%
GF
271
Gries Financial
Ohio
$2.14M +$106K +2,924 +6%
OWM
272
Orca Wealth Management
Florida
$2.13M +$21.6K +595 +1%
CPA
273
Clear Point Advisors
New York
$2.12M +$361K +9,965 +23%
SFGP
274
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.08M +$42.6K +1,175 +2%
RCA
275
Riverview Capital Advisers
Massachusetts
$2.02M +$24K +663 +1%