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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
501
Diversify Advisory Services
Utah
$252K +$242K +5,890 New
SF
502
Synovus Financial
Georgia
$252K -$206 -5 -0.1%
MWS
503
MFA Wealth Services
California
$249K +$243K +5,921 New
BIAS
504
Beacon Investment Advisory Services
New Jersey
$246K
EAM
505
Evanson Asset Management
California
$245K +$240K +5,839 New
GM
506
GeoWealth Management
Illinois
$244K +$239K +5,811 New
SVWAG
507
Sound View Wealth Advisors Group
Georgia
$242K +$23.3K +568 +11%
CWM
508
CarsonAllaria Wealth Management
Illinois
$238K +$411 +10 +0.2%
WC
509
Waterloo Capital
Texas
$236K -$48.6K -1,182 -17%
OPWM
510
Oxinas Partners Wealth Management
Indiana
$234K +$229K +5,569 New
OFG
511
Orcam Financial Group
California
$229K +$740 +18 +0.3%
KeyBank National Association
512
KeyBank National Association
Ohio
$228K +$223K +5,435 New
NRI
513
NFP Retirement Inc
California
$228K +$223K +5,424 New
SAI
514
Savvy Advisors Inc
New York
$225K +$220K +5,363 New
SFG
515
Synergy Financial Group
California
$222K
AFG
516
Allegheny Financial Group
Pennsylvania
$221K -$2.34K -57 -1%
DA
517
Dover Advisors
Virginia
$218K
MC
518
Moors & Cabot
Massachusetts
$217K
OA
519
Operose Advisors
Wisconsin
$216K
HH
520
Hilltop Holdings
Texas
$216K -$8.43K -205 -4%
CPRC
521
Consolidated Portfolio Review Corp
New York
$212K -$11.4K -277 -5%
BW
522
BIP Wealth
Georgia
$212K +$208K +5,050 New
GF
523
Gimbal Financial
Indiana
$211K +$206K +5,018 New
HAM
524
Harmony Asset Management
Arizona
$210K -$42.4K -1,031 -17%
SIC
525
SFE Investment Counsel
California
$209K +$204K +4,973 New