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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
526
Cornerstone Wealth Group
North Carolina
$207K +$202K +4,924 New
Franklin Resources
527
Franklin Resources
California
$204K -$36.5K -889 -16%
HWA
528
Heritage Wealth Architects
Minnesota
$201K +$197K +4,790 New
LA
529
LexAurum Advisors
Kansas
$201K +$196K +4,773 New
Bessemer Group
530
Bessemer Group
New Jersey
$199K
TSMHT
531
Thurston Springer Miller Herd & Titak
Indiana
$172K -$2.44M -59,446 -94%
PWA
532
Principia Wealth Advisory
Texas
$167K +$163K +3,965 New
Citigroup
533
Citigroup
New York
$159K +$156K +3,786 New
Russell Investments Group
534
Russell Investments Group
United Kingdom
$156K -$37.9K -921 -20%
SNB
535
Security National Bank
Nebraska
$156K +$153K +3,714 New
OC
536
Oakworth Capital
Alabama
$153K
MSWA
537
Marshall & Sterling Wealth Advisors
New York
$146K +$43.3K +1,054 +44%
MG
538
Mather Group
Illinois
$146K +$142K +3,464 New
WAS
539
Winch Advisory Services
Wisconsin
$117K +$82 +2 +0.1%
CFFP
540
Center for Financial Planning
Michigan
$108K
MSFP
541
Mark Sheptoff Financial Planning
Connecticut
$106K +$123 +3 +0.1%
GTAM
542
Global Trust Asset Management
Florida
$102K +$99.5K +2,420 New
VWWMG
543
Vermillion & White Wealth Management Group
Pennsylvania
$101K -$1.07K -26 -1%
UB
544
UMB Bank
Missouri
$90.4K
BCWM
545
Bartlett & Co Wealth Management
Ohio
$82.8K -$1.69K -41 -2%
CI
546
CX Institutional
Indiana
$77K +$8.67K +211 +13%
BF
547
BOK Financial
Oklahoma
$72.5K -$114K -2,775 -62%
Simplex Trading
548
Simplex Trading
Illinois
$69K +$2.38K +58 +4%
AIC
549
Archer Investment Corporation
Indiana
$67.3K +$33.6K +818 +104%
WANY
550
Wealthspire Advisors (New York)
New York
$67.3K +$65.8K +1,602 New