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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
251
First Pacific Financial
Washington
$5.69M +$1.97M +45,839 +54%
ASN
252
Advisory Services Network
Georgia
$5.63M +$193K +4,500 +4%
GIA
253
Gladstone Institutional Advisory
Florida
$5.62M +$528K +12,294 +11%
Cerity Partners
254
Cerity Partners
New York
$5.59M +$2.83M +65,902 +106%
VIPI
255
Vista Investment Partners II
Indiana
$5.49M +$5.4M +125,778 New
MWM
256
Mascagni Wealth Management
Mississippi
$5.49M +$709K +16,501 +15%
SWIM
257
Smallwood Wealth Investment Management
New Jersey
$5.41M +$216K +5,031 +4%
LWM
258
Lodestone Wealth Management
Washington
$5.33M -$59K -1,373 -1%
EFG
259
Ethos Financial Group
Pennsylvania
$5.32M +$5.23M +121,807 New
AF
260
Affiance Financial
Minnesota
$5.22M +$534K +12,441 +12%
GCM
261
Gunpowder Capital Management
Maryland
$5.16M +$5.07M +118,171 New
ATPW
262
Ashton Thomas Private Wealth
Arizona
$5.1M +$622K +14,483 +14%
SCA
263
Scott Capital Advisors
Oregon
$5.1M +$1.14M +26,483 +29%
MIA
264
Milestone Investment Advisors
Wisconsin
$5.09M +$1.35M +31,406 +37%
CFB
265
Cullen/Frost Bankers
Texas
$5.02M +$808K +18,817 +20%
NECFA
266
New England Capital Financial Advisors
Connecticut
$5M +$660K +15,377 +16%
BWM
267
BlackDiamond Wealth Management
New York
$4.93M +$289K +6,737 +7%
CCFM
268
Clear Creek Financial Management
Washington
$4.84M +$154K +3,597 +3%
BFG
269
Bleakley Financial Group
New Jersey
$4.81M +$57.8K +1,347 +1%
EWA
270
EverSource Wealth Advisors
Alabama
$4.78M +$381K +8,869 +9%
GWP
271
Gateway Wealth Partners
Wisconsin
$4.73M +$3.11M +72,441 +202%
AGP
272
Aspire Growth Partners
Florida
$4.72M +$221K +5,157 +5%
RFS
273
RM Financial Services
Maine
$4.64M +$4.57M +106,414 New
Betterment LLC
274
Betterment LLC
New York
$4.62M -$546K -12,714 -11%
PAS
275
Park Avenue Securities
New York
$4.62M +$538K +12,539 +13%