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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
551
tru Independence
Oregon
$387K +$1.55K +36 +0.4%
OPW
552
Osprey Private Wealth
New York
$386K +$380K +8,842 New
FFA
553
Florida Financial Advisors
Florida
$386K +$66.6K +1,552 +21%
BFG
554
Beacon Financial Group
Texas
$384K +$23.7K +552 +7%
AAP
555
Arax Advisory Partners
Colorado
$381K -$255K -5,947 -41%
PGF
556
Plan Group Financial
Oklahoma
$379K +$373K +8,677 New
RPGK
557
Retirement Planning Group (Kansas)
Kansas
$376K -$96.9K -2,257 -21%
MGIA
558
Moneta Group Investment Advisors
Missouri
$375K +$369K +8,599 New
TA
559
TrueWealth Advisors
Alabama
$368K +$362K +8,432 New
SAI
560
Savvy Advisors Inc
New York
$366K +$130K +3,021 +56%
CLA
561
Carnegie Lake Advisors
New Jersey
$364K +$53.8K +1,254 +18%
HA
562
HFG Advisors
Ohio
$364K
HFA
563
High Falls Advisors
New York
$359K
BWP
564
Balboa Wealth Partners
Arizona
$358K -$10.2K -238 -3%
Corient Private Wealth
565
Corient Private Wealth
Florida
$353K +$347K +8,092 New
MFS
566
McNamara Financial Services
Massachusetts
$350K +$76.3K +1,776 +28%
AA
567
Auctus Advisors
North Carolina
$347K +$342K +7,962 New
KIM
568
Kane Investment Management
California
$343K +$337K +7,854 New
1WA
569
180 Wealth Advisors
Washington
$343K +$15.6K +363 +5%
NRI
570
NFP Retirement Inc
California
$341K +$103K +2,393 +44%
CP
571
Creekside Partners
California
$340K
KFP
572
Kerr Financial Planning
California
$334K
TWP
573
Triad Wealth Partners
Kansas
$333K +$328K +7,640 New
TWM
574
Triton Wealth Management
Arizona
$329K
WPC
575
Wedmont Private Capital
Pennsylvania
$328K +$320K +7,442 New