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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RYIA
351
Roehl & Yi Investment Advisors
Oregon
$503K +$689K +18,982 New
CHJWM
352
Carlton Hofferkamp & Jenks Wealth Management
Texas
$497K +$26.5K +730 +5%
SI
353
Stephens Inc
Arkansas
$494K +$249K +6,858 +98%
VFG
354
Victory Financial Group
Texas
$493K +$119K +3,283 +31%
AWM
355
AE Wealth Management
Kansas
$491K +$500K +13,773 New
SCA
356
Snowden Capital Advisors
New York
$486K +$62.5K +1,722 +15%
AC
357
AlphaCore Capital
California
$478K +$486K +13,379 New
BFG
358
Berger Financial Group
Minnesota
$478K +$85.9K +2,366 +21%
TPBG
359
Turning Point Benefit Group
Maryland
$477K +$264K +7,270 +96%
MFS
360
McNamara Financial Services
Massachusetts
$468K +$476K +13,120 New
ME
361
McIlrath & Eck
Washington
$454K -$4.03K -111 -0.9%
IF
362
Intrua Financial
Texas
$443K +$199K +5,482 +79%
AIM
363
Anchor Investment Management
South Carolina
$443K
SFWC
364
Strategic Family Wealth Counselors
New Jersey
$440K +$147K +4,034 +49%
SWMG
365
Signature Wealth Management Group
Georgia
$436K +$24.2K +667 +6%
PIA
366
Perennial Investment Advisors
California
$429K -$673K -18,536 -61%
NAS
367
NWF Advisory Services
California
$421K +$22.6K +621 +6%
CCP
368
Cushing Capital Partners
Wisconsin
$418K +$73 +2 +0%
SIS
369
Strategic Investment Solutions
Illinois
$417K +$1.45K +40 +0.3%
PWA
370
PCG Wealth Advisors
Kansas
$406K +$414K +11,405 New
OWA
371
Octavia Wealth Advisors
Ohio
$403K +$1.13K +31 +0.3%
HWM
372
HB Wealth Management
Georgia
$400K
Mercer Global Advisors
373
Mercer Global Advisors
Colorado
$398K +$405K +11,156 New
XT
374
XTX Topco
Cayman Islands
$395K +$402K +11,074 New
MFG
375
Mission Financial Group
Nevada
$394K +$336K +9,250 New