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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Pines Wealth Management
North Carolina
$1.85M -$136K -3,058 -7%
MWA
402
Medallion Wealth Advisors
Connecticut
$1.83M +$338K +7,613 +21%
GS
403
GWN Securities
Florida
$1.82M +$311K +7,007 +20%
LF
404
Lantz Financial
Illinois
$1.82M +$3.64K +82 +0.2%
OFS
405
OneAscent Financial Services
Alabama
$1.82M -$40.2K -905 -2%
SCM
406
Saxony Capital Management
Missouri
$1.82M +$157K +3,532 +9%
BAG
407
Bridgewealth Advisory Group
California
$1.8M +$207K +4,650 +12%
HB Wealth Management
408
HB Wealth Management
Georgia
$1.79M +$286K +6,430 +18%
MCA
409
MSH Capital Advisors
Arizona
$1.79M +$274K +6,169 +17%
TWM
410
Trinity Wealth Management
Pennsylvania
$1.78M +$143K +3,220 +8%
Simplicity Wealth
411
Simplicity Wealth
New Jersey
$1.77M -$1.49M -33,547 -45%
HFS
412
Hopwood Financial Services
Virginia
$1.76M +$232K +5,218 +14%
SGI
413
Summit Global Investments
Utah
$1.76M +$77K +1,734 +4%
CMAI
414
Capital Management Associates Inc
Minnesota
$1.76M +$131K +2,955 +8%
TFA
415
Transamerica Financial Advisors
Florida
$1.75M +$928K +20,894 +104%
JIG
416
Junk Investment Group
Maryland
$1.72M +$1.79M +40,362 New
RK
417
Rather & Kittrell
Tennessee
$1.71M +$1.38K +31 +0.1%
GTS Securities
418
GTS Securities
Florida
$1.7M +$1.77M +39,944 New
Belpointe Asset Management
419
Belpointe Asset Management
Nevada
$1.7M +$162K +3,650 +10%
TWM
420
Trueblood Wealth Management
Ohio
$1.69M +$75K +1,688 +4%
WIM
421
Westside Investment Management
California
$1.68M +$631K +14,200 +56%
CCA
422
Cypress Capital Advisors
Tennessee
$1.64M -$73.3K -1,649 -4%
IIWM
423
Investment Insight Wealth Management
New York
$1.63M +$68.9K +1,551 +4%
GFG
424
Goldstone Financial Group
Illinois
$1.61M -$73.6K -1,656 -4%
KOMWMG
425
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.6M +$115K +2,580 +7%