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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
551
AmeriFlex Group
Nevada
$445K -$48.5K -1,092 -9%
SW
552
SteelPeak Wealth
California
$435K -$937K -21,094 -67%
AFG
553
Allegheny Financial Group
Pennsylvania
$433K +$218K +4,897 +93%
OWA
554
Octavia Wealth Advisors
Ohio
$432K +$6.84K +154 +2%
RFP
555
Root Financial Partners
California
$427K -$45K -1,012 -9%
WFS
556
WealthGarden F.S.
California
$422K – – –
VA
557
Vident Advisory
Georgia
$419K +$438K +9,858 New
PA
558
PW Advisors
Florida
$419K +$438K +9,856 New
EFP
559
Envision Financial Planning
Tennessee
$416K -$44 -1 -0%
BFG
560
Beto Financial Group
Idaho
$412K – – –
FF
561
Francis Financial
$404K – – –
VNA
562
Valley National Advisers
Pennsylvania
$398K +$18.1K +407 +5%
CP
563
Capital Planning
Washington
$386K – – –
RIG
564
RiverFront Investment Group
Virginia
$385K – – –
BIG
565
Brookwood Investment Group
Arizona
$381K -$32.7K -737 -8%
AGWCA
566
Annis Gardner Whiting Capital Advisors
Florida
$376K +$336K +7,569 +597%
BFG
567
Beacon Financial Group
Texas
$374K – – –
CLA
568
Carnegie Lake Advisors
New Jersey
$374K +$20.1K +453 +5%
WCM
569
Wealthcare Capital Management
Virginia
$373K -$10.6K -239 -3%
FWI
570
Facet Wealth Inc
Maryland
$365K +$381K +8,580 New
RA
571
Rodgers & Associates
Pennsylvania
$365K +$381K +8,569 New
EWA
572
Exencial Wealth Advisors
Oklahoma
$361K +$89.9K +2,023 +31%
OPW
573
Osprey Private Wealth
New York
$361K -$16K -360 -4%
MWA
574
Meridian Wealth Advisors
Texas
$356K +$372K +8,370 New
HA
575
HFG Advisors
Ohio
$355K – – –
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