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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
326
Lynch & Associates
Indiana
$541K +$160K +4,384 +40%
WWA
327
WCG Wealth Advisors
Nevada
$539K +$557K +15,298 New
CWP
328
Core Wealth Partners
California
$532K +$73 +2 +0%
CHJWM
329
Carlton Hofferkamp & Jenks Wealth Management
Texas
$518K +$1.02K +28 +0.2%
MWM
330
Meridian Wealth Management
Kentucky
$511K – – –
MFA
331
Mayflower Financial Advisors
Massachusetts
$507K – – –
JWBC
332
John W. Brooker & Co
California
$506K +$156K +4,281 +43%
RCAG
333
Rehmann Capital Advisory Group
Michigan
$502K +$58.6K +1,610 +13%
GWP
334
Gateway Wealth Partners
Wisconsin
$499K +$138K +3,779 +36%
CWA
335
CJM Wealth Advisers
Virginia
$493K +$253K +6,950 +99%
IAS
336
Investment Advisory Services
Texas
$465K +$69.6K +1,913 +17%
ME
337
McIlrath & Eck
Washington
$453K -$255 -7 -0.1%
AIM
338
Anchor Investment Management
South Carolina
$438K – – –
JF
339
JSF Financial
California
$422K +$435K +11,957 New
SCA
340
Snowden Capital Advisors
New York
$418K +$148K +4,054 +52%
CCP
341
Cushing Capital Partners
Wisconsin
$412K +$426K +11,696 New
SIS
342
Strategic Investment Solutions
Illinois
$411K +$82.1K +2,257 +24%
JWCA
343
J.W. Cole Advisors
Florida
$409K -$38.2K -1,049 -8%
SWMG
344
Signature Wealth Management Group
Georgia
$408K +$7.64K +210 +2%
NCFG
345
New Century Financial Group
New Jersey
$404K +$3.42K +94 +0.8%
CA
346
Calton & Associates
Florida
$402K -$487K -13,396 -54%
OWA
347
Octavia Wealth Advisors
Ohio
$396K +$801 +22 +0.2%
HWM
348
HB Wealth Management
Georgia
$396K +$1.53K +42 +0.4%
QFA
349
Quantum Financial Advisors
California
$395K – – –
NAS
350
NWF Advisory Services
California
$395K +$408K +11,203 New
12 13
14
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