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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
526
Acorn Financial Advisory Services
Virginia
$565K +$50.1K +1,128 +9%
CG
527
Clarus Group
Texas
$565K -$2.22K -50 -0.4%
CL
528
CIM LLC
New York
$562K -$14.5K -327 -2%
TWM
529
Troutman Wealth Management
Pennsylvania
$559K +$755 +17 +0.1%
PFS
530
Prospect Financial Services
New York
$554K +$4.62K +104 +0.8%
LFG
531
Larson Financial Group
Missouri
$554K +$66.6K +1,500 +13%
SWMG
532
Signature Wealth Management Group
Georgia
$548K -$4.53K -102 -0.8%
BJL
533
Brighton Jones LLC
Washington
$545K +$569K +12,808 New
CL
534
CVFG LLC
Indiana
$539K +$86.4K +1,944 +18%
ME
535
McIlrath & Eck
Washington
$531K – – –
NEWAS
536
N.E.W. Advisory Services
Wisconsin
$530K +$553K +12,457 New
FWS
537
FinDec Wealth Services
California
$510K -$1.78K -40 -0.3%
CIA
538
Compass Ion Advisors
Pennsylvania
$509K +$45.9K +1,033 +9%
MC
539
Moors & Cabot
Massachusetts
$504K +$111K +2,500 +27%
KIM
540
Kane Investment Management
California
$503K +$176K +3,972 +51%
HF
541
HRT Financial
New York
$482K +$504K +11,334 New
ACM
542
Advisors Capital Management
New Jersey
$480K +$89.3K +2,010 +22%
LFAS
543
Level Four Advisory Services
Texas
$479K – – –
CIS
544
Continental Investors Services
Washington
$476K -$266K -5,977 -37%
UAG
545
United Advisor Group
Ohio
$475K -$1.73K -39 -0.3%
RPWA
546
Regent Peak Wealth Advisors
Georgia
$475K +$496K +11,164 New
CCP
547
Cushing Capital Partners
Wisconsin
$471K +$178 +4 +0%
MGIA
548
Moneta Group Investment Advisors
Missouri
$470K +$109K +2,449 +28%
NRI
549
NFP Retirement Inc
California
$448K +$121K +2,725 +35%
NFG
550
Northbridge Financial Group
Florida
$447K +$38K +855 +9%
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