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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Meridian Wealth Management
Kentucky
$3.07M +$6.4K +136 +0.2%
Creative Planning
377
Creative Planning
Kansas
$3.05M +$520K +11,049 +22%
SWA
378
Stratos Wealth Advisors
Ohio
$3.05M -$25.5K -542 -0.9%
MFG
379
Midwest Financial Group
Kansas
$3.03M +$1.99M +42,319 +222%
CIM
380
Capital Investment Management
Missouri
$3.01M +$413K +8,774 +17%
ALA
381
Atlas Legacy Advisors
California
$2.98M -$121K -2,578 -4%
SWGC
382
Summit Wealth Group (Colorado)
Colorado
$2.97M +$718K +15,243 +34%
QFP
383
Quantum Financial Partners
Kansas
$2.91M +$2.78M +59,108 New
TCWM
384
Total Clarity Wealth Management
Illinois
$2.9M -$315K -6,689 -10%
KFAS
385
Keating Financial Advisory Services
Kansas
$2.89M -$37.1K -787 -1%
KFGK
386
Keystone Financial Group (Kentucky)
Kentucky
$2.87M +$90.5K +1,923 +3%
SFGP
387
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.85M -$2.31M -49,117 -46%
WFS
388
Widmann Financial Services
Maryland
$2.84M +$310K +6,577 +13%
HA
389
Herold Advisors
New York
$2.77M +$200K +4,250 +8%
Qube Research & Technologies (QRT)
390
Qube Research & Technologies (QRT)
United Kingdom
$2.75M -$2.46M -52,264 -48%
LPAM
391
Lodestar Private Asset Management
California
$2.73M -$80.5K -1,709 -3%
TFA
392
Transamerica Financial Advisors
Florida
$2.68M +$623K +13,223 +32%
RA
393
Rubicon Advisors
California
$2.67M +$90.9K +1,931 +4%
ZI
394
ZEGA Investments
Florida
$2.6M +$382K +8,108 +18%
OWM
395
Orca Wealth Management
Florida
$2.59M +$4.05K +86 +0.2%
RCS
396
R2 Capital Strategies
Nebraska
$2.56M +$2.45M +51,960 New
LWM
397
Langley Wealth Management
Mississippi
$2.55M +$2.44M +51,753 New
WCP
398
Wealthcare Capital Partners
Pennsylvania
$2.53M +$261K +5,552 +12%
BWG
399
Beta Wealth Group
California
$2.5M -$21.8K -464 -0.9%
PTC
400
Private Trust Company
Ohio
$2.49M +$93K +1,975 +4%