We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
376
Westside Investment Management
California
$880K +$228K +5,547 +36%
CWMS
377
Cannon Wealth Management Services
North Carolina
$877K -$67.5K -1,642 -7%
TC
378
Trilogy Capital
California
$874K +$24.3K +591 +3%
FGA
379
Fortis Group Advisors
New Jersey
$854K -$1.15M -28,093 -58%
FAIM
380
Financial Advocates Investment Management
Washington
$842K -$10.6M -256,854 -93%
SIS
381
Strategic Investment Solutions
Illinois
$830K +$300K +7,290 +59%
RMP
382
Richards, Merrill & Peterson
Washington
$793K +$228K +5,540 +42%
SP
383
Stablepoint Partners
Massachusetts
$790K +$51.3K +1,247 +7%
NWMG
384
National Wealth Management Group
Ohio
$788K +$76.9K +1,872 +11%
FA
385
Freestate Advisors
Kansas
$777K +$171K +4,154 +29%
Bank of Montreal
386
Bank of Montreal
Ontario, Canada
$763K
CIS
387
Continental Investors Services
Washington
$753K -$47.1K -1,145 -6%
CWP
388
Core Wealth Partners
California
$751K +$699 +17 +0.1%
SCM
389
Saxony Capital Management
Missouri
$716K +$186K +4,523 +36%
QCM
390
QRG Capital Management
Illinois
$707K +$691K +16,814 New
LC
391
Lincoln Capital
Nebraska
$705K +$9.66K +235 +1%
OP
392
ORG Partners
Indiana
$702K +$171K +4,161 +39%
NG
393
Norden Group
Utah
$696K
SFS
394
Security Financial Services
Indiana
$692K +$298K +7,260 +79%
CAS
395
Coppell Advisory Solutions
Texas
$686K +$92.3K +2,246 +16%
HBW
396
Hazlett, Burt & Watson
West Virginia
$684K +$17.1K +415 +3%
CW
397
CreativeOne Wealth
Kansas
$684K +$458K +11,135 +217%
AWC
398
Adamsbrown Wealth Consultants
Kansas
$679K +$664K +16,151 New
FP
399
Financial Perspectives
Minnesota
$677K +$699 +17 +0.1%
WF
400
Warner Financial
Maryland
$674K +$211K +5,133 +47%