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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
326
Diversify Wealth Management
Utah
$704K +$733K +20,176 New
WWA
327
WCG Wealth Advisors
Nevada
$677K +$135K +3,708 +24%
NA
328
Nautilus Advisors
California
$670K +$47.2K +1,300 +7%
MFA
329
Mayflower Financial Advisors
Massachusetts
$658K +$148K +4,082 +28%
Brown Advisory
330
Brown Advisory
Maryland
$647K +$399K +10,989 +153%
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$647K
WCM
332
Wealthcare Capital Management
Virginia
$628K +$61.2K +1,684 +11%
CWP
333
Core Wealth Partners
California
$625K +$89.3K +2,460 +16%
AG
334
Ascent Group
Virginia
$610K +$39.8K +1,097 +7%
BFA
335
Brendel Financial Advisors
New Hampshire
$608K -$55.4K -1,526 -8%
SP
336
Stablepoint Partners
Massachusetts
$607K +$619K +17,031 New
BWA
337
Beam Wealth Advisors
Louisiana
$596K -$6.14K -169 -1%
NG
338
Norden Group
Utah
$590K
NWMG
339
National Wealth Management Group
Ohio
$586K +$3.12K +86 +0.5%
IAS
340
Investment Advisory Services
Texas
$580K +$112K +3,089 +23%
HIM
341
Hanlon Investment Management
New Jersey
$577K +$16K +440 +3%
Ameriprise
342
Ameriprise
Minnesota
$564K -$322K -8,859 -36%
TAM
343
Titleist Asset Management
Texas
$562K
LC
344
Lincoln Capital
Nebraska
$562K +$18.6K +511 +3%
LBC
345
Leigh Baldwin & Co
New York
$560K +$189K +5,210 +50%
MWM
346
Meridian Wealth Management
Kentucky
$517K
GWSG
347
GPS Wealth Strategies Group
Colorado
$511K +$274K +7,535 +111%
RCAG
348
Rehmann Capital Advisory Group
Michigan
$510K +$2.25K +62 +0.4%
SEP
349
Southland Equity Partners
Missouri
$509K +$231K +6,368 +81%
TC
350
Trilogy Capital
California
$506K -$309K -8,507 -37%