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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
376
National Wealth Management Group
Ohio
$667K +$15.9K +439 +3%
NG
377
Norden Group
Utah
$654K
FIM
378
Freedom Investment Management
Connecticut
$653K +$221K +6,103 +58%
LC
379
Lincoln Capital
Nebraska
$648K -$16.6K -458 -3%
AG
380
Ascent Group
Virginia
$647K -$26.5K -730 -4%
FP
381
Financial Perspectives
Minnesota
$636K +$298K +8,224 +104%
Ameriprise
382
Ameriprise
Minnesota
$635K +$9.53K +263 +2%
AC
383
AlphaCore Capital
California
$627K +$88.5K +2,442 +18%
HBW
384
Hazlett, Burt & Watson
West Virginia
$625K +$564K +15,573 +6,083%
TAM
385
Titleist Asset Management
Texas
$624K +$1.23K +34 +0.2%
WIM
386
Westside Investment Management
California
$607K +$202K +5,565 +57%
CHJWM
387
Carlton Hofferkamp & Jenks Wealth Management
Texas
$604K +$979 +27 +0.2%
BFA
388
Brendel Financial Advisors
New Hampshire
$588K -$78.2K -2,158 -13%
WCM
389
Wellington Capital Management
Maryland
$586K +$360K +9,942 New
SCA
390
Snowden Capital Advisors
New York
$568K +$28.2K +779 +6%
AWM
391
AE Wealth Management
Kansas
$567K +$21.2K +585 +4%
FA
392
Freestate Advisors
Kansas
$566K +$519K +14,321 New
IF
393
Intrua Financial
Texas
$564K +$66.7K +1,839 +15%
CAS
394
Coppell Advisory Solutions
Texas
$557K +$512K +14,125 New
BWA
395
Beam Wealth Advisors
Louisiana
$548K -$103K -2,852 -17%
RMP
396
Richards, Merrill & Peterson
Washington
$526K +$193K +5,330 +67%
APWA
397
Atlas Private Wealth Advisors
New Jersey
$521K +$478K +13,192 New
WCM
398
Wealthcare Capital Management
Virginia
$515K -$165K -4,563 -26%
GWSG
399
GPS Wealth Strategies Group
Colorado
$507K -$54.4K -1,502 -10%
SWMG
400
Signature Wealth Management Group
Georgia
$499K +$14.7K +406 +3%