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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
276
Advisors Capital Management
New Jersey
$328K +$1.01K +31 +0.3%
EFP
277
Envision Financial Planning
Tennessee
$316K +$945 +29 +0.3%
LSA
278
Lion Street Advisors
Texas
$316K +$12.5K +384 +4%
QC
279
Quadrature Capital
United Kingdom
$313K +$310K +9,500 New
FF
280
Francis Financial
$313K +$49K +1,504 +19%
BGAI
281
Bruce G. Allen Investments
Colorado
$313K +$9.35K +287 +3%
CA
282
Calton & Associates
Florida
$306K +$302K +9,258 New
FEM
283
Fulcrum Equity Management
Texas
$304K +$300K +9,223 New
OPPS
284
Obsidian Personal Planning Solutions
Maryland
$304K – – –
TI
285
tru Independence
Oregon
$289K +$424 +13 +0.1%
HFA
286
High Falls Advisors
New York
$282K +$49.2K +1,509 +21%
TC
287
Trilogy Capital
California
$280K +$277K +8,492 New
GF
288
Gimbal Financial
Indiana
$278K +$33 +1 +0%
HA
289
HFG Advisors
Ohio
$275K – – –
SFWC
290
Strategic Family Wealth Counselors
New Jersey
$274K – – –
FP
291
Financial Perspectives
Minnesota
$261K +$15.2K +468 +6%
BAG
292
Bridgewealth Advisory Group
California
$250K +$24.3K +745 +11%
KA
293
Kovack Advisors
Florida
$240K -$37K -1,137 -14%
GWP
294
Gateway Wealth Partners
Wisconsin
$239K +$236K +7,242 New
SCA
295
Snowden Capital Advisors
New York
$239K +$3K +92 +1%
UAG
296
United Advisor Group
Ohio
$238K +$235K +7,226 New
WAM
297
WealthTrust Asset Management
Florida
$235K -$130K -3,991 -36%
MFS
298
McNamara Financial Services
Massachusetts
$235K +$232K +7,112 New
DFG
299
Dupree Financial Group
Kentucky
$234K +$231K +7,089 New
CWA
300
CJM Wealth Advisers
Virginia
$232K – – –
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12
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