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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
401
Medallion Wealth Advisors
Connecticut
$1.83M +$338K +7,613 +21%
GS
402
GWN Securities
Florida
$1.82M +$311K +7,007 +20%
LF
403
Lantz Financial
Illinois
$1.82M +$3.64K +82 +0.2%
OFS
404
OneAscent Financial Services
Alabama
$1.82M -$40.2K -905 -2%
SCM
405
Saxony Capital Management
Missouri
$1.82M +$157K +3,532 +9%
BAG
406
Bridgewealth Advisory Group
California
$1.8M +$207K +4,650 +12%
HWM
407
HB Wealth Management
Georgia
$1.79M +$286K +6,430 +18%
MCA
408
MSH Capital Advisors
Arizona
$1.79M +$274K +6,169 +17%
TWM
409
Trinity Wealth Management
Pennsylvania
$1.78M +$143K +3,220 +8%
SW
410
Simplicity Wealth
New Jersey
$1.77M -$1.49M -33,547 -45%
HFS
411
Hopwood Financial Services
Virginia
$1.76M +$232K +5,218 +14%
SGI
412
Summit Global Investments
Utah
$1.76M +$77K +1,734 +4%
CMAI
413
Capital Management Associates Inc
Minnesota
$1.76M +$131K +2,955 +8%
TFA
414
Transamerica Financial Advisors
Florida
$1.75M +$928K +20,894 +104%
JIG
415
Junk Investment Group
Maryland
$1.72M +$1.79M +40,362 New
RK
416
Rather & Kittrell
Tennessee
$1.71M +$1.38K +31 +0.1%
GS
417
GTS Securities
Florida
$1.7M +$1.77M +39,944 New
BAM
418
Belpointe Asset Management
Nevada
$1.7M +$162K +3,650 +10%
TWM
419
Trueblood Wealth Management
Ohio
$1.69M +$75K +1,688 +4%
WIM
420
Westside Investment Management
California
$1.68M +$631K +14,200 +56%
CCA
421
Cypress Capital Advisors
Tennessee
$1.64M -$73.3K -1,649 -4%
IIWM
422
Investment Insight Wealth Management
New York
$1.63M +$68.9K +1,551 +4%
GFG
423
Goldstone Financial Group
Illinois
$1.61M -$73.6K -1,656 -4%
KOMWMG
424
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.6M +$115K +2,580 +7%
LSIA
425
LaSalle St. Investment Advisors
Illinois
$1.59M +$31.4K +706 +2%
15 16
17
18 19