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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VT
426
Vise Technologies
New York
$1.58M
SEP
427
Southland Equity Partners
Missouri
$1.58M +$253K +5,691 +18%
PFA
428
Professional Financial Advisors
Nebraska
$1.56M +$34.6K +778 +2%
AWM
429
AE Wealth Management
Kansas
$1.54M +$928K +20,888 +137%
4WM
430
44 Wealth Management
Oregon
$1.53M +$199K +4,486 +14%
TSMHT
431
Thurston Springer Miller Herd & Titak
Indiana
$1.51M +$247K +5,559 +19%
Bank of Montreal
432
Bank of Montreal
Ontario, Canada
$1.5M +$623K +14,027 +66%
CFA
433
CWS Financial Advisors
Michigan
$1.46M +$345K +7,776 +29%
FA
434
Fiduciary Alliance
South Carolina
$1.42M -$17.8K -401 -1%
NL
435
NWAM LLC
Washington
$1.42M -$5.2K -117 -0.3%
IAS
436
Investment Advisory Services
Texas
$1.33M +$148K +3,335 +12%
TWM
437
Tradition Wealth Management
Minnesota
$1.33M +$25.4K +572 +2%
TPBG
438
Turning Point Benefit Group
Maryland
$1.32M -$1.84M -41,497 -57%
WOSD
439
WFA of San Diego
California
$1.26M -$22.3K -501 -2%
WP
440
WealthSpring Partners
California
$1.26M +$1.31M +29,502 New
PI
441
PFG Investments
New York
$1.24M +$633K +14,248 +96%
Brown Advisory
442
Brown Advisory
Maryland
$1.23M -$6.18K -139 -0.5%
PA
443
ProCore Advisors
California
$1.18M -$89.6K -2,017 -7%
EFG
444
Elm3 Financial Group
Georgia
$1.18M +$3.02K +68 +0.2%
BIP
445
Blueprint Investment Partners
North Carolina
$1.17M +$71.6K +1,612 +6%
MFA
446
Mayflower Financial Advisors
Massachusetts
$1.17M +$253K +5,702 +26%
Corient Private Wealth
447
Corient Private Wealth
Florida
$1.17M +$859K +19,340 +239%
IWN
448
Independent Wealth Network
Iowa
$1.17M +$1.22M +27,408 New
AA
449
Auxano Advisors
Washington
$1.15M
BFA
450
Blueprint Financial Advisors
North Carolina
$1.14M +$78.4K +1,764 +7%