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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
451
Blueprint Financial Advisors
North Carolina
$1.14M +$78.4K +1,764 +7%
AlphaCore Capital
452
AlphaCore Capital
California
$1.14M +$18.9K +425 +2%
Csenge Advisory Group
453
Csenge Advisory Group
Florida
$1.13M +$331K +7,454 +39%
CHAM
454
Clear Harbor Asset Management
Connecticut
$1.13M – – –
LWA
455
Lantern Wealth Advisors
New York
$1.11M +$313K +7,055 +37%
SIS
456
Strategic Investment Solutions
Illinois
$1.11M +$68.6K +1,545 +6%
RPGK
457
Retirement Planning Group (Kansas)
Kansas
$1.1M +$766K +17,247 +200%
NewEdge Wealth
458
NewEdge Wealth
Pennsylvania
$1.09M +$1.14M +25,592 New
BC
459
Barrett & Company
Rhode Island
$1.05M – – –
MFG
460
Mann Financial Group
Minnesota
$1.05M -$6.8K -153 -0.6%
CAC
461
Certified Advisory Corp
Florida
$1.04M +$2.09K +47 +0.2%
WA
462
Whipplewood Advisors
Colorado
$1.01M +$82.5K +1,857 +8%
F.L. Putnam Investment Management
463
F.L. Putnam Investment Management
Massachusetts
$1M -$46.8K -1,053 -4%
CAM
464
CPA Asset Management
Florida
$991K -$477K -10,744 -32%
WF
465
Warner Financial
Maryland
$988K +$212K +4,761 +26%
AWC
466
Adamsbrown Wealth Consultants
Kansas
$976K +$61K +1,373 +6%
SFGM
467
Stonebridge Financial Group (Missouri)
Missouri
$967K +$48.6K +1,095 +5%
Fidelity Investments
468
Fidelity Investments
Massachusetts
$966K +$1M +22,534 +13,025%
NF
469
NavPoint Financial
Minnesota
$957K +$112K +2,532 +13%
SP
470
Stablepoint Partners
Massachusetts
$956K +$127K +2,852 +15%
NS
471
NBC Securities
Alabama
$951K +$696K +15,666 +235%
IAN
472
Integrated Advisors Network
Texas
$949K -$519K -11,681 -34%
NWMG
473
National Wealth Management Group
Ohio
$944K +$19.4K +437 +2%
Mercer Global Advisors
474
Mercer Global Advisors
Colorado
$928K +$81.4K +1,832 +9%
FA
475
Freestate Advisors
Kansas
$925K +$43.4K +977 +5%