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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
401
High Net Worth Advisory Group
Florida
$2.49M +$136K +2,887 +6%
OWA
402
OakTrust Wealth Advisors
Connecticut
$2.44M +$240K +5,087 +11%
APA
403
Astoria Portfolio Advisors
New York
$2.38M +$30.5K +648 +1%
HFS
404
Hopwood Financial Services
Virginia
$2.35M +$291K +6,184 +15%
OFS
405
OneAscent Financial Services
Alabama
$2.33M +$215K +4,575 +11%
SCM
406
Saxony Capital Management
Missouri
$2.33M +$213K +4,521 +11%
Bank of Montreal
407
Bank of Montreal
Ontario, Canada
$2.33M +$557K +11,830 +33%
GS
408
GWN Securities
Florida
$2.31M +$191K +4,049 +9%
Tudor Investment Corp
409
Tudor Investment Corp
Connecticut
$2.31M -$56.5M -1,200,011 -96%
SEP
410
Southland Equity Partners
Missouri
$2.28M +$434K +9,214 +25%
MWA
411
Medallion Wealth Advisors
Connecticut
$2.23M +$102K +2,167 +5%
MCA
412
MSH Capital Advisors
Arizona
$2.21M +$131K +2,791 +7%
SGI
413
Summit Global Investments
Utah
$2.19M +$148K +3,133 +8%
LF
414
Lantz Financial
Illinois
$2.18M +$63.9K +1,357 +3%
CMAI
415
Capital Management Associates Inc
Minnesota
$2.14M +$106K +2,243 +5%
PWM
416
Pines Wealth Management
North Carolina
$2.14M -$6.78K -144 -0.3%
QCM
417
Quantinno Capital Management
New York
$2.13M +$1.11M +23,595 +120%
WIM
418
Westside Investment Management
California
$2.11M +$158K +3,352 +8%
TWM
419
Trinity Wealth Management
Pennsylvania
$2.08M +$14.7K +312 +0.7%
Mercer Global Advisors
420
Mercer Global Advisors
Colorado
$2.08M +$958K +20,335 +93%
BB
421
Burford Brothers
Texas
$2.07M -$107K -2,282 -5%
JIG
422
Junk Investment Group
Maryland
$2.06M +$67.6K +1,435 +4%
TSMHT
423
Thurston Springer Miller Herd & Titak
Indiana
$2.06M +$294K +6,241 +18%
IIWM
424
Investment Insight Wealth Management
New York
$2.04M +$152K +3,224 +8%
NWMG
425
National Wealth Management Group
Ohio
$2.04M +$905K +19,216 +87%