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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
326
Belpointe Asset Management
Nevada
$1.49M +$155K +3,782 +12%
LGWM
327
Litman Gregory Wealth Management
California
$1.46M +$111K +2,692 +8%
SW
328
Simplicity Wealth
New Jersey
$1.46M -$2.01M -48,979 -59%
TWM
329
Trueblood Wealth Management
Ohio
$1.45M +$76.1K +1,852 +6%
KOMWMG
330
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.45M +$109K +2,659 +8%
HNWAG
331
High Net Worth Advisory Group
Florida
$1.43M +$1.4M +34,029 New
WFS
332
Widmann Financial Services
Maryland
$1.43M +$884K +21,506 +173%
GFG
333
Goldstone Financial Group
Illinois
$1.41M +$288K +6,996 +26%
WCP
334
Wealthcare Capital Partners
Pennsylvania
$1.39M +$364K +8,855 +37%
BAG
335
Bridgewealth Advisory Group
California
$1.39M +$310K +7,542 +30%
BB
336
Burford Brothers
Texas
$1.38M -$9.62K -234 -0.7%
EFG
337
Elm3 Financial Group
Georgia
$1.37M -$33.4K -812 -2%
PAS
338
Parsonex Advisory Services
Colorado
$1.37M -$2.01K -49 -0.2%
DAS
339
DMKC Advisory Services
Iowa
$1.37M +$97.5K +2,371 +8%
CAM
340
CPA Asset Management
Florida
$1.36M -$49.3K -1,199 -4%
LSIA
341
LaSalle St. Investment Advisors
Illinois
$1.35M +$297K +7,233 +29%
MWA
342
Medallion Wealth Advisors
Connecticut
$1.34M +$108K +2,621 +9%
FA
343
Fiduciary Alliance
South Carolina
$1.34M +$11.3K +276 +0.9%
AIM
344
Advyzon Investment Management
Illinois
$1.33M +$281K +6,839 +27%
PTC
345
Private Trust Company
Ohio
$1.31M +$9.37K +228 +0.7%
NL
346
NWAM LLC
Washington
$1.31M +$4.97K +121 +0.4%
SIM
347
Stratos Investment Management
Ohio
$1.29M +$71.2K +1,732 +6%
WOSD
348
WFA of San Diego
California
$1.28M +$54.3K +1,321 +5%
HWM
349
HB Wealth Management
Georgia
$1.28M +$754K +18,357 +153%
4WM
350
44 Wealth Management
Oregon
$1.27M +$5.01K +122 +0.4%
12 13
14
15 16