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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
451
Beacon Financial Group
Texas
$326K +$25.1K +692 +9%
BWP
452
Balboa Wealth Partners
Arizona
$318K +$291K +8,041 New
WEG
453
World Equity Group
Illinois
$313K -$24K -663 -8%
LFG
454
Larson Financial Group
Missouri
$311K +$54.6K +1,505 +24%
BGAI
455
Bruce G. Allen Investments
Colorado
$311K -$2.1K -58 -0.7%
CP
456
Creekside Partners
California
$308K +$55.7K +1,537 +25%
BFG
457
Berger Financial Group
Minnesota
$307K -$205K -5,642 -42%
TWM
458
Triton Wealth Management
Arizona
$303K +$268K +7,393 New
BMWM
459
Brown Miller Wealth Management
Virginia
$302K – – –
LFAS
460
Level Four Advisory Services
Texas
$297K +$47.3K +1,306 +21%
1WA
461
180 Wealth Advisors
Washington
$297K +$5.84K +161 +2%
FFA
462
Fi3 Financial Advisors
Indiana
$291K +$266K +7,345 New
WAM
463
Weatherly Asset Management
California
$288K – – –
AC
464
Avant Capital
Louisiana
$286K -$10.2K -281 -4%
CLA
465
Carnegie Lake Advisors
New Jersey
$280K +$36 +1 +0%
GCM
466
Glaxis Capital Management
Florida
$276K +$254K +7,000 New
SC
467
Sapient Capital
Indiana
$272K +$19.5K +537 +8%
WC
468
Waterloo Capital
Texas
$269K -$3.89M -107,208 -94%
WA
469
Waverly Advisors
Alabama
$268K -$30.8K -849 -11%
MFS
470
McNamara Financial Services
Massachusetts
$256K -$240K -6,626 -51%
KWM
471
KMT Wealth Management
California
$244K – – –
HAM
472
Harmony Asset Management
Arizona
$238K – – –
SF
473
Synovus Financial
Georgia
$237K +$217K +5,993 New
QFW
474
QTR Family Wealth
Florida
$236K -$3.48K -96 -2%
MIM
475
Marshall Investment Management
Colorado
$234K -$3.65M -100,635 -94%
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19
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