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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
476
ORBA Wealth Advisors
Illinois
$921K
AC
477
Avant Capital
Louisiana
$914K +$154K +3,463 +19%
BPC
478
Banque Pictet & Cie
Switzerland
$913K
BFP
479
Birchwood Financial Partners
Minnesota
$902K +$87.9K +1,978 +10%
TDB
480
Thompson David Blair
$894K +$338K +7,605 +57%
IF
481
Intrua Financial
Texas
$892K +$79.3K +1,784 +9%
MCA
482
Magnolia Capital Advisors
Mississippi
$871K -$194K -4,375 -18%
KeyBank National Association
483
KeyBank National Association
Ohio
$860K
FP
484
Financial Perspectives
Minnesota
$851K +$17.6K +396 +2%
SFS
485
Security Financial Services
Indiana
$850K +$103K +2,315 +13%
CCMG
486
Clark Capital Management Group
Pennsylvania
$844K +$104K +2,336 +13%
PAS
487
PKS Advisory Services
New York
$836K +$110K +2,485 +14%
QCM
488
Quantinno Capital Management
New York
$833K +$252K +5,683 +41%
AQR Capital Management
489
AQR Capital Management
Connecticut
$822K +$51.6K +1,161 +6%
SFS
490
Sowell Financial Services
Arkansas
$818K +$57.9K +1,304 +7%
MFG
491
Midwest Financial Group
Kansas
$813K +$849K +19,102 New
CWMS
492
Cannon Wealth Management Services
North Carolina
$796K -$16.4K -368 -2%
SFO
493
Stokes Family Office
Louisiana
$793K
HBW
494
Hazlett, Burt & Watson
West Virginia
$788K +$113K +2,541 +16%
JCA
495
January Capital Advisors
California
$787K +$822K +18,502 New
FA
496
Faithward Advisors
Pennsylvania
$784K +$410K +9,220 +95%
CA
497
CapWealth Advisors
Tennessee
$772K -$42.7K -960 -5%
BWA
498
Beam Wealth Advisors
Louisiana
$770K +$134K +3,005 +20%
SCA
499
Snowden Capital Advisors
New York
$770K +$12.4K +279 +2%
CWP
500
Core Wealth Partners
California
$761K