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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
401
CIM LLC
New York
$223K +$27.2K +748 +13%
BW
402
Bison Wealth
Georgia
$221K -$41K -1,128 -15%
RMP
403
Richards, Merrill & Peterson
Washington
$221K +$228K +6,270 New
LFG
404
Larson Financial Group
Missouri
$218K +$4.99K +137 +2%
CLA
405
Carnegie Lake Advisors
New Jersey
$217K +$15.3K +420 +7%
HAM
406
Harmony Asset Management
Arizona
$213K -$5.82K -160 -3%
AFAS
407
Acorn Financial Advisory Services
Virginia
$211K +$1.93K +53 +0.9%
SFM
408
Signet Financial Management
New Jersey
$208K +$4.48K +123 +2%
CWM
409
Congress Wealth Management
Massachusetts
$205K +$211K +5,802 New
TSMHT
410
Thurston Springer Miller Herd & Titak
Indiana
$204K +$47.8K +1,313 +29%
PFWA
411
Paces Ferry Wealth Advisors
Georgia
$203K +$210K +5,760 New
CWM
412
CarsonAllaria Wealth Management
Illinois
$199K +$1.02K +28 +0.5%
VNA
413
Valley National Advisers
Pennsylvania
$187K +$41.8K +1,148 +27%
Bessemer Group
414
Bessemer Group
New Jersey
$167K
FHA
415
First Horizon Advisors
Tennessee
$163K
Russell Investments Group
416
Russell Investments Group
United Kingdom
$162K -$1.93K -53 -1%
AAP
417
Arax Advisory Partners
Colorado
$151K +$156K +4,286 New
CAS
418
Coppell Advisory Solutions
Texas
$139K -$1.21M -33,187 -89%
WIM
419
Westside Investment Management
California
$138K +$134K +3,670 +1,596%
OC
420
Oakworth Capital
Alabama
$129K +$133K +3,650 New
MG
421
Mather Group
Illinois
$122K
OC
422
Oarsman Capital
Wisconsin
$120K +$218 +6 +0.2%
CA
423
Clearstead Advisors
Ohio
$110K +$114K +3,128 New
MSFP
424
Mark Sheptoff Financial Planning
Connecticut
$98.3K +$291 +8 +0.3%
WAS
425
Winch Advisory Services
Wisconsin
$98.1K +$255 +7 +0.3%