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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
351
Berger Financial Group
Minnesota
$390K +$402K +11,051 New
FIM
352
Freedom Investment Management
Connecticut
$383K +$7.68K +211 +2%
OPPS
353
Obsidian Personal Planning Solutions
Maryland
$374K +$34.9K +960 +10%
VFG
354
Victory Financial Group
Texas
$371K +$383K +10,532 New
LBC
355
Leigh Baldwin & Co
New York
$371K +$382K +10,511 New
SCM
356
Saxony Capital Management
Missouri
$370K +$6.11K +168 +2%
ACM
357
Advisors Capital Management
New Jersey
$355K +$3.38K +93 +0.9%
MA
358
MONECO Advisors
Connecticut
$355K +$124K +3,408 +51%
WF
359
Warner Financial
Maryland
$349K +$41.7K +1,147 +13%
WFS
360
WealthGarden F.S.
California
$347K -$7.21K -198 -2%
AFG
361
Allegheny Financial Group
Pennsylvania
$346K +$357K +9,813 New
EFP
362
Envision Financial Planning
Tennessee
$341K +$1.56K +43 +0.4%
FA
363
Faithward Advisors
Pennsylvania
$340K +$58.4K +1,605 +20%
FF
364
Francis Financial
$334K – – –
FP
365
Financial Perspectives
Minnesota
$330K +$23.9K +656 +8%
RIG
366
RiverFront Investment Group
Virginia
$319K +$329K +9,050 New
TI
367
tru Independence
Oregon
$311K +$1.46K +40 +0.5%
PW
368
PUREfi Wealth
Massachusetts
$307K +$317K +8,700 New
LSA
369
Lion Street Advisors
Texas
$307K – – –
CIA
370
Compass Ion Advisors
Pennsylvania
$305K +$58.1K +1,598 +23%
HFA
371
High Falls Advisors
New York
$303K +$982 +27 +0.3%
GWM
372
Geneos Wealth Management
Colorado
$297K +$31.6K +869 +12%
TWM
373
Triton Wealth Management
Arizona
$296K +$292K +8,024 New
HA
374
HFG Advisors
Ohio
$294K – – –
SFWC
375
Strategic Family Wealth Counselors
New Jersey
$293K – – –
13 14
15
16 17