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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
301
WealthGarden F.S.
California
$366K -$35 -1 -0%
ACM
302
Advisors Capital Management
New Jersey
$364K +$1.35K +39 +0.4%
IWM
303
Iams Wealth Management
Nebraska
$363K -$2.22K -64 -0.6%
MFS
304
McNamara Financial Services
Massachusetts
$360K +$95.7K +2,754 +39%
EFP
305
Envision Financial Planning
Tennessee
$351K +$1.32K +38 +0.4%
UAG
306
United Advisor Group
Ohio
$348K +$80.7K +2,322 +32%
FF
307
Francis Financial
$346K
SIS
308
Strategic Investment Solutions
Illinois
$342K +$326K +9,390 New
OPPS
309
Obsidian Personal Planning Solutions
Maryland
$331K
TI
310
tru Independence
Oregon
$320K +$556 +16 +0.2%
WF
311
Warner Financial
Maryland
$319K +$304K +8,754 New
LSA
312
Lion Street Advisors
Texas
$317K -$30.4K -876 -9%
FP
313
Financial Perspectives
Minnesota
$317K +$27.3K +785 +10%
HFA
314
High Falls Advisors
New York
$312K +$382 +11 +0.1%
HA
315
HFG Advisors
Ohio
$304K
SFWC
316
Strategic Family Wealth Counselors
New Jersey
$303K
GF
317
Gimbal Financial
Indiana
$298K
GF
318
Gries Financial
Ohio
$296K +$282K +8,120 New
FA
319
Faithward Advisors
Pennsylvania
$293K +$279K +8,044 New
SCA
320
Snowden Capital Advisors
New York
$286K +$20.8K +599 +8%
Millennium Management
321
Millennium Management
New York
$280K +$267K +7,690 New
GWM
322
Geneos Wealth Management
Colorado
$275K +$36.9K +1,062 +16%
BW
323
Bison Wealth
Georgia
$270K +$11.7K +336 +5%
FPAS
324
Focus Partners Advisor Solutions
Missouri
$266K +$254K +7,312 New
WEG
325
World Equity Group
Illinois
$266K +$253K +7,294 New