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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
376
Walkner Condon Financial Advisors
Wisconsin
$293K +$83.7K +2,300 +38%
WAM
377
Weatherly Asset Management
California
$290K +$299K +8,218 New
GF
378
Gimbal Financial
Indiana
$290K
WA
379
Waverly Advisors
Alabama
$286K +$295K +8,109 New
BGAI
380
Bruce G. Allen Investments
Colorado
$281K +$31.6K +869 +12%
PFS
381
Prospect Financial Services
New York
$279K +$41.1K +1,129 +17%
SEP
382
Southland Equity Partners
Missouri
$279K +$288K +7,901 New
SWM
383
SFG Wealth Management
Maryland
$276K +$285K +7,833 New
UAG
384
United Advisor Group
Ohio
$272K -$66.3K -1,823 -19%
BMWM
385
Brown Miller Wealth Management
Virginia
$269K +$25K +688 +10%
CAWM
386
Capital A Wealth Management
Pennsylvania
$265K +$273K +7,516 New
TPBG
387
Turning Point Benefit Group
Maryland
$265K +$275K +7,547 New
WEG
388
World Equity Group
Illinois
$264K +$7.28K +200 +3%
WA
389
Whipplewood Advisors
Colorado
$260K +$268K +7,361 New
BFG
390
Beacon Financial Group
Texas
$258K +$266K +7,311 New
SFC
391
Strategic Financial Concepts
Texas
$258K +$266K +7,309 New
Brown Advisory
392
Brown Advisory
Maryland
$253K +$261K +7,163 New
AC
393
Avant Capital
Louisiana
$249K +$257K +7,053 New
SI
394
Stephens Inc
Arkansas
$247K +$255K +6,999 New
1WA
395
180 Wealth Advisors
Washington
$246K +$5.2K +143 +2%
IF
396
Intrua Financial
Texas
$245K +$33.1K +910 +15%
GWSG
397
GPS Wealth Strategies Group
Colorado
$240K +$19.6K +538 +9%
AG
398
AmeriFlex Group
Nevada
$238K +$235K +6,468 New
VVP
399
Venture Visionary Partners
Ohio
$234K +$242K +6,642 New
PCS
400
Private Client Services
Kentucky
$231K +$25.2K +693 +12%