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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
451
National Wealth Management Group
Ohio
$949K +$129K +2,994 +16%
OWA
452
ORBA Wealth Advisors
Illinois
$945K
SFGM
453
Stonebridge Financial Group (Missouri)
Missouri
$944K +$929K +21,643 New
AWC
454
Adamsbrown Wealth Consultants
Kansas
$941K +$233K +5,416 +34%
BPC
455
Banque Pictet & Cie
Switzerland
$937K
Bank of Montreal
456
Bank of Montreal
Ontario, Canada
$931K +$137K +3,185 +18%
FA
457
Freestate Advisors
Kansas
$906K +$98K +2,283 +12%
KeyBank National Association
458
KeyBank National Association
Ohio
$883K +$635K +14,788 +272%
TFA
459
Transamerica Financial Advisors
Florida
$878K +$234K +5,441 +37%
Mercer Global Advisors
460
Mercer Global Advisors
Colorado
$873K +$324K +7,536 +60%
NF
461
NavPoint Financial
Minnesota
$871K +$190K +4,419 +28%
OP
462
ORG Partners
Indiana
$869K +$220K +5,115 +35%
FP
463
Financial Perspectives
Minnesota
$856K +$150K +3,498 +22%
SP
464
Stablepoint Partners
Massachusetts
$856K +$34.5K +804 +4%
BFP
465
Birchwood Financial Partners
Minnesota
$839K +$826K +19,232 New
CAG
466
Csenge Advisory Group
Florida
$839K +$442K +10,289 +115%
IF
467
Intrua Financial
Texas
$837K +$140K +3,266 +21%
CA
468
CapWealth Advisors
Tennessee
$833K -$88.5K -2,060 -10%
CWMS
469
Cannon Wealth Management Services
North Carolina
$832K -$77K -1,794 -9%
LWA
470
Lantern Wealth Advisors
New York
$830K +$140K +3,267 +21%
SFO
471
Stokes Family Office
Louisiana
$814K +$801K +18,652 New
CAS
472
Coppell Advisory Solutions
Texas
$807K +$86.2K +2,007 +12%
WF
473
Warner Financial
Maryland
$806K +$104K +2,430 +15%
AQR Capital Management
474
AQR Capital Management
Connecticut
$793K +$445K +10,362 +133%
SWM
475
SFG Wealth Management
Maryland
$790K +$778K +18,110 New