We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SteelPeak Wealth
California
$1.37M -$689K -16,054 -34%
TWM
427
Tradition Wealth Management
Minnesota
$1.34M +$22.6K +527 +2%
WOSD
428
WFA of San Diego
California
$1.32M -$6.1K -142 -0.5%
TSMHT
429
Thurston Springer Miller Herd & Titak
Indiana
$1.31M +$1.11M +25,845 +631%
PA
430
ProCore Advisors
California
$1.3M +$1.28M +29,863 New
Brown Advisory
431
Brown Advisory
Maryland
$1.27M +$36.6K +853 +3%
IAS
432
Investment Advisory Services
Texas
$1.22M +$150K +3,495 +14%
EFG
433
Elm3 Financial Group
Georgia
$1.21M -$210K -4,890 -15%
AA
434
Auxano Advisors
Washington
$1.18M +$1.16M +26,996 New
CFA
435
CWS Financial Advisors
Michigan
$1.16M +$48.8K +1,137 +4%
CHAM
436
Clear Harbor Asset Management
Connecticut
$1.15M +$1.14M +26,450 New
AC
437
AlphaCore Capital
California
$1.15M +$25.9K +603 +2%
BIP
438
Blueprint Investment Partners
North Carolina
$1.13M +$483K +11,252 +76%
WIM
439
Westside Investment Management
California
$1.1M +$186K +4,324 +21%
BFA
440
Blueprint Financial Advisors
North Carolina
$1.09M +$443K +10,315 +70%
MCA
441
Magnolia Capital Advisors
Mississippi
$1.08M +$58K +1,351 +6%
MFG
442
Mann Financial Group
Minnesota
$1.08M -$88K -2,050 -8%
FLPIM
443
F.L. Putnam Investment Management
Massachusetts
$1.07M -$105K -2,457 -9%
BC
444
Barrett & Company
Rhode Island
$1.07M -$76.9K -1,792 -7%
SIS
445
Strategic Investment Solutions
Illinois
$1.07M +$204K +4,742 +24%
CAC
446
Certified Advisory Corp
Florida
$1.07M +$7.94K +185 +0.8%
CAG
447
Curtis Advisory Group
California
$1M -$1.11M -25,956 -53%
OWA
448
OakTrust Wealth Advisors
Connecticut
$961K +$946K +22,029 New
WA
449
Whipplewood Advisors
Colorado
$959K +$481K +11,200 +104%
MFA
450
Mayflower Financial Advisors
Massachusetts
$955K +$19.8K +462 +2%