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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
351
Walkner Condon Financial Advisors
Wisconsin
$3.79M +$348K +7,395 +11%
TPF
352
Tribridge Partners Financial
Maryland
$3.74M -$673K -14,302 -16%
AWG
353
Altus Wealth Group
Colorado
$3.7M +$519K +11,020 +17%
FC
354
Financial Council
Maryland
$3.69M +$148K +3,135 +4%
ATS
355
Ashton Thomas Securities
New York
$3.66M -$70.6K -1,500 -2%
US Bancorp
356
US Bancorp
Minnesota
$3.62M -$306K -6,489 -8%
SW
357
StrongBox Wealth
Missouri
$3.61M +$41.2K +874 +1%
SWM
358
Selby Wealth Management
California
$3.6M +$524K +11,137 +18%
HWM
359
HB Wealth Management
Georgia
$3.56M +$1.41M +30,003 +71%
CAG
360
Curtis Advisory Group
California
$3.52M +$55.5K +1,179 +2%
BAM
361
Belpointe Asset Management
Nevada
$3.47M +$1.43M +30,472 +76%
CFG
362
Cooper Financial Group
California
$3.36M -$120K -2,544 -4%
BCM
363
Brookstone Capital Management
Illinois
$3.31M -$44.5K -944 -1%
TCG
364
Transcendent Capital Group
Oklahoma
$3.27M -$11.5K -245 -0.4%
MW
365
Merited Wealth
Florida
$3.25M +$189K +4,007 +6%
AP
366
Advisortrust Partners
North Carolina
$3.25M +$95.6K +2,031 +3%
KFP
367
KMG Fiduciary Partners
Ohio
$3.24M +$20.7K +439 +0.7%
CPA
368
Clear Point Advisors
New York
$3.23M +$103K +2,180 +3%
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M -$3.06M -64,910 -50%
RMP
370
Richards, Merrill & Peterson
Washington
$3.2M +$263K +5,575 +9%
PWM
371
Perigon Wealth Management
California
$3.19M +$134K +2,839 +5%
LA
372
Lynch & Associates
Indiana
$3.19M +$241K +5,126 +9%
AI
373
Atria Investments
North Carolina
$3.18M +$166K +3,518 +6%
SFWC
374
Strategic Family Wealth Counselors
New Jersey
$3.15M +$269K +5,720 +10%
HIA
375
Harbor Investment Advisory
Maryland
$3.13M +$302K +6,406 +11%