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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
376
Harbor Investment Advisory
Maryland
$2.43M +$266K +5,991 +12%
LPAM
377
Lodestar Private Asset Management
California
$2.43M -$398K -8,956 -14%
KFGK
378
Keystone Financial Group (Kentucky)
Kentucky
$2.4M +$531K +11,958 +27%
OWM
379
Orca Wealth Management
Florida
$2.23M -$29.3K -659 -1%
RA
380
Rubicon Advisors
California
$2.22M +$1.82M +41,044 +365%
CIM
381
Capital Investment Management
Missouri
$2.22M +$229K +5,147 +11%
HA
382
Herold Advisors
New York
$2.21M +$38K +856 +2%
APA
383
Astoria Portfolio Advisors
New York
$2.2M +$138K +3,105 +7%
BWG
384
Beta Wealth Group
California
$2.18M -$219K -4,919 -9%
WFS
385
Widmann Financial Services
Maryland
$2.17M +$205K +4,610 +10%
Creative Planning
386
Creative Planning
Kansas
$2.17M -$62.9K -1,415 -3%
NFA
387
Northwest Financial Advisors
Virginia
$2.13M +$269K +6,061 +14%
PAS
388
Parsonex Advisory Services
Colorado
$2.09M +$331K +7,461 +18%
IA
389
Integrity Alliance
Iowa
$2.09M -$3.65M -82,129 -63%
PTC
390
Private Trust Company
Ohio
$2.07M +$490K +11,023 +29%
HNWAG
391
High Net Worth Advisory Group
Florida
$2.03M +$236K +5,307 +13%
EA
392
Everpar Advisors
Oklahoma
$2M -$394K -8,876 -16%
WA
393
Waverly Advisors
Alabama
$1.97M +$446K +10,029 +28%
WCP
394
Wealthcare Capital Partners
Pennsylvania
$1.95M +$296K +6,663 +17%
SWGC
395
Summit Wealth Group (Colorado)
Colorado
$1.92M +$145K +3,260 +8%
ZI
396
ZEGA Investments
Florida
$1.9M -$58.4K -1,314 -3%
DAS
397
DMKC Advisory Services
Iowa
$1.89M +$300K +6,759 +18%
OWA
398
OakTrust Wealth Advisors
Connecticut
$1.89M +$994K +22,372 +102%
BB
399
Burford Brothers
Texas
$1.88M +$90.6K +2,039 +5%
PWM
400
Pines Wealth Management
North Carolina
$1.85M -$136K -3,058 -7%