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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
26
Summit Investment Advisory Services
Minnesota
$21.6M +$1.06M +38,657 +5%
GKWIM
27
Gerber Kawasaki Wealth & Investment Management
California
$19.6M -$452K -16,532 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$18.7M +$19.3M +705,335 New
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.6M +$18.1M +663,568 New
AWM
30
Axxcess Wealth Management
California
$17.3M +$577K +21,090 +3%
SFA
31
Souders Financial Advisors
Ohio
$16.9M -$357K -13,068 -2%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$16.6M +$17.1M +626,473 New
EFG
33
Erickson Financial Group
Pennsylvania
$15.1M +$421K +15,410 +3%
AssetMark Inc
34
AssetMark Inc
California
$14.1M +$14.6M +532,753 New
EA
35
Ergawealth Advisors
Illinois
$13.9M -$628K -22,962 -4%
WWM
36
WJ Wealth Management
Arizona
$13.8M +$4.99M +182,473 +54%
GRP
37
Global Retirement Partners
California
$13.7M +$677K +24,758 +5%
VA
38
Valmark Advisers
Ohio
$12.2M +$1.7M +62,334 +16%
P
39
&Partners
Tennessee
$12.2M +$81.1K +2,964 +0.6%
AT
40
Arden Trust
Delaware
$12M -$36.5K -1,333 -0.3%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$11.2M +$4.49M +164,166 +63%
LNC
42
Lincoln National Corp
Pennsylvania
$11.1M +$1.66M +60,620 +17%
PAG
43
Private Advisor Group
New Jersey
$9.93M +$1.77M +64,620 +21%
Truist Financial
44
Truist Financial
North Carolina
$9.77M +$5.55M +203,007 +122%
PFS
45
Prospera Financial Services
Texas
$8.92M +$5.7M +208,483 +162%
H
46
HoyleCohen
California
$8.83M +$820 +30 +0%
BCI
47
Brinker Capital Investments
Pennsylvania
$8.82M +$8.89M +325,062 +3,923%
OPS
48
Orion Portfolio Solutions
Nebraska
$8.82M +$8.89M +325,062 +3,923%
OMC
49
Old Mission Capital
Illinois
$8.8M +$8.58M +313,906 +1,678%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$8.71M +$2.25M +82,252 +33%