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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
476
Bruce G. Allen Investments
Colorado
$325K -$5.22K -127 -2%
SWMG
477
Sard Wealth Management Group
Georgia
$325K +$318K +7,730 New
KFP
478
Kerr Financial Planning
California
$323K +$309K +7,516 New
WEG
479
World Equity Group
Illinois
$318K -$15.5K -376 -5%
TWM
480
Triton Wealth Management
Arizona
$316K – – –
1WA
481
180 Wealth Advisors
Washington
$315K -$781 -19 -0.3%
BMWM
482
Brown Miller Wealth Management
Virginia
$313K -$7.93K -193 -3%
BFG
483
Berger Financial Group
Minnesota
$312K -$14.9K -362 -5%
FFA
484
Florida Financial Advisors
Florida
$306K +$300K +7,290 New
WAM
485
Weatherly Asset Management
California
$306K – – –
NS
486
NBC Securities
Alabama
$299K -$2.6M -63,238 -90%
SA
487
Sonoma Allocations
California
$299K +$295K +7,170 New
CLA
488
Carnegie Lake Advisors
New Jersey
$298K +$82 +2 +0%
GSAM
489
Grant Street Asset Management
Pennsylvania
$298K +$291K +7,091 New
GCM
490
Glaxis Capital Management
Florida
$294K – – –
SC
491
Sapient Capital
Indiana
$290K +$329 +8 +0.1%
AA
492
Armis Advisers
Georgia
$284K +$273K +6,639 New
TC
493
Touchstone Capital
Pennsylvania
$281K +$274K +6,674 New
QFW
494
QTR Family Wealth
Florida
$276K +$25K +609 +10%
IAN
495
Integrated Advisors Network
Texas
$272K +$266K +6,461 New
AW
496
Avion Wealth
Texas
$268K +$126K +3,067 +92%
SI
497
Seeds Investor
New York
$265K +$259K +6,300 New
CIC
498
Carnegie Investment Counsel
Ohio
$263K +$19.7K +480 +8%
MFS
499
McNamara Financial Services
Massachusetts
$263K -$9.99K -243 -4%
KWM
500
KMT Wealth Management
California
$260K – – –
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