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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
526
Washington Trust Advisors
Massachusetts
$29.5K +$27.1K +747 New
BHWM
527
Bay Harbor Wealth Management
Maryland
$29.3K
TCOV
528
Trust Company of Vermont
Vermont
$29.1K +$26.7K +736 New
FCG
529
Financial Connections Group
California
$27K
ITIM
530
Indiana Trust & Investment Management
Indiana
$22.1K
GSWM
531
Golden State Wealth Management
California
$19.7K +$18.1K +500 New
RF
532
Rossby Financial
Florida
$18.4K +$1.67K +46 +11%
JFG
533
JDM Financial Group
Texas
$16.7K
CA
534
CoreCap Advisors
Michigan
$16.2K -$9.31K -257 -39%
BTD
535
BankPlus Trust Department
Mississippi
$11.8K
SA
536
Scarborough Advisors
Maryland
$11.8K +$10.9K +300 New
WCM
537
WealthTrak Capital Management
Virginia
$11K +$10.1K +278 New
BIG
538
Brooklyn Investment Group
New York
$7.54K +$6.92K +191 New
IHWM
539
Iron Horse Wealth Management
Iowa
$6.71K +$6.16K +170 New
MAS
540
MPWM Advisory Solutions
Georgia
$5.05K +$1.38K +38 +42%
TPWA
541
Twin Peaks Wealth Advisors
California
$3.98K +$3.52K +97 New
RBC
542
Roble Belko & Company
Pennsylvania
$3K +$36 +1 +1%
AAG
543
Armstrong Advisory Group
Massachusetts
$2.1K -$1.7K -47 -47%
CPBTD
544
Central Pacific Bank - Trust Division
Hawaii
$2.01K
LC
545
Luminist Capital
Michigan
$1.35K +$1.23K +34 New
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$118
Marshall Wace
547
Marshall Wace
United Kingdom
-$7.84M -220,012 Closed
SIM
548
Synergy Investment Management
Florida
-$5.28M -148,127 Closed
CWC
549
Carolinas Wealth Consulting
North Carolina
-$2.37M -66,406 Closed
RIA
550
Realta Investment Advisors
Delaware
-$1.68M -47,006 Closed