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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
401
Intrua Financial
Texas
$669K +$67K +1,631 +11%
IAG
402
Investment Advisory Group
Massachusetts
$665K +$286K +6,959 +78%
LWA
403
Lantern Wealth Advisors
New York
$662K +$218K +5,310 +51%
NF
404
NavPoint Financial
Minnesota
$653K +$161K +3,927 +34%
SFWC
405
Strategic Family Wealth Counselors
New Jersey
$651K +$126K +3,055 +25%
TAM
406
Titleist Asset Management
Texas
$648K -$16.5K -402 -3%
SCA
407
Snowden Capital Advisors
New York
$641K +$34.7K +844 +6%
CHJWM
408
Carlton Hofferkamp & Jenks Wealth Management
Texas
$641K +$1.07K +26 +0.2%
BFA
409
Blueprint Financial Advisors
North Carolina
$620K +$606K +14,756 New
BIP
410
Blueprint Investment Partners
North Carolina
$620K +$606K +14,756 New
TFA
411
Transamerica Financial Advisors
Florida
$619K +$603K +14,669 New
AAP
412
Arax Advisory Partners
Colorado
$617K +$216K +5,262 +56%
HIM
413
Hanlon Investment Management
New Jersey
$611K -$124K -3,017 -17%
RIA
414
Realta Investment Advisors
Delaware
$607K +$594K +14,447 New
AWG
415
Altus Wealth Group
Colorado
$591K +$578K +14,070 New
BWA
416
Beam Wealth Advisors
Louisiana
$573K -$10.2K -247 -2%
AG
417
Ascent Group
Virginia
$564K -$122K -2,960 -18%
MA
418
MONECO Advisors
Connecticut
$554K +$45K +1,096 +9%
GWSG
419
GPS Wealth Strategies Group
Colorado
$550K +$10.4K +252 +2%
CIAS
420
Capital Investment Advisory Services
North Carolina
$549K +$87.9K +2,139 +20%
SWMG
421
Signature Wealth Management Group
Georgia
$547K +$15.9K +388 +3%
PFS
422
Prospect Financial Services
New York
$530K +$19.9K +485 +4%
NAS
423
NWF Advisory Services
California
$527K +$29.4K +715 +6%
ME
424
McIlrath & Eck
Washington
$524K -$3.12K -76 -0.6%
Mercer Global Advisors
425
Mercer Global Advisors
Colorado
$524K +$296K +7,210 +137%