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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$5.53M +$2.91M +65,543 +102%
SWIM
277
Smallwood Wealth Investment Management
New Jersey
$5.53M +$264K +5,941 +5%
AIP
278
Ameritas Investment Partners
Nebraska
$5.52M +$2.63M +59,217 +84%
CAL
279
Capital Analysts LLC
Pennsylvania
$5.47M +$1.16M +26,000 +25%
JHC
280
J. Hagan Capital
Kentucky
$5.46M +$1.24M +27,981 +28%
CA
281
Cornerstone Advisory
Maryland
$5.4M +$5.64M +126,876 New
BW
282
Bravera Wealth
North Dakota
$5.28M +$866K +19,486 +19%
DIM
283
Delta Investment Management
California
$5.27M -$2.41M -54,166 -30%
GCM
284
Gunpowder Capital Management
Maryland
$5.24M +$218K +4,914 +4%
EW
285
Expressive Wealth
Illinois
$5.2M +$904K +20,350 +23%
WJS
286
William John Sempolinski
Massachusetts
$5.17M +$1.06M +23,895 +24%
IWM
287
IHT Wealth Management
Illinois
$5.15M +$809K +18,200 +18%
BFG
288
Bleakley Financial Group
New Jersey
$5.12M +$446K +10,041 +9%
KWA
289
Kingswood Wealth Advisors
California
$5.11M +$1.85M +41,627 +53%
RFS
290
RM Financial Services
Maine
$5.06M +$559K +12,593 +12%
AGP
291
Aspire Growth Partners
Florida
$5.02M +$441K +9,918 +9%
CWM
292
Cornerstone Wealth Management
Missouri
$4.99M +$3.01M +67,830 +137%
SWM
293
Spire Wealth Management
Virginia
$4.98M +$800K +18,010 +18%
PAS
294
Park Avenue Securities
New York
$4.93M +$447K +10,062 +10%
HP
295
Holistic Planning
Texas
$4.92M +$1.28M +28,922 +33%
EWA
296
EverSource Wealth Advisors
Alabama
$4.85M +$196K +4,419 +4%
LHEI
297
Leo H. Evart Inc
California
$4.8M +$5.01M +112,847 New
HAS
298
HBW Advisory Services
California
$4.78M +$1.05M +23,617 +27%
BWM
299
BlackDiamond Wealth Management
New York
$4.73M +$136K +3,069 +3%
FFN
300
Focus Financial Network
Minnesota
$4.72M +$1.88M +42,246 +62%
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