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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
576
Regal Investment Advisors
Michigan
$323K +$318K +7,409 New
SC
577
Sapient Capital
Indiana
$323K +$19.3K +449 +7%
CIC
578
Carnegie Investment Counsel
Ohio
$322K +$48.5K +1,130 +18%
NS
579
Northland Securities
Minnesota
$319K +$314K +7,311 New
BFG
580
Berger Financial Group
Minnesota
$318K -$5.07K -118 -2%
WAM
581
Weatherly Asset Management
California
$317K – – –
BGAI
582
Bruce G. Allen Investments
Colorado
$317K -$20.5K -478 -6%
OCA
583
OpenArc Corporate Advisory
Georgia
$309K +$304K +7,077 New
WEG
584
World Equity Group
Illinois
$306K -$23.1K -537 -7%
GM
585
GeoWealth Management
Illinois
$305K +$50.3K +1,171 +20%
CWA
586
Consilio Wealth Advisors
Washington
$299K +$294K +6,845 New
QFW
587
QTR Family Wealth
Florida
$296K -$2.92K -68 -1%
GSAM
588
Grant Street Asset Management
Pennsylvania
$295K -$14.2K -330 -5%
NS
589
NBC Securities
Alabama
$291K -$18.9K -439 -6%
TWM
590
Tortuga Wealth Management
California
$289K +$285K +6,629 New
AA
591
Armis Advisers
Georgia
$288K +$6.4K +149 +2%
SA
592
Sonoma Allocations
California
$285K -$35.1K -818 -11%
SAW
593
Signal Advisors Wealth
Michigan
$283K +$278K +6,486 New
EWA
594
Exencial Wealth Advisors
Oklahoma
$282K +$278K +6,464 New
MWS
595
MFA Wealth Services
California
$278K +$19.8K +460 +8%
SI
596
Seeds Investor
New York
$275K – – –
BMWM
597
Brown Miller Wealth Management
Virginia
$274K -$50.1K -1,166 -16%
EAM
598
Evanson Asset Management
California
$273K +$18K +419 +7%
KWM
599
KMT Wealth Management
California
$270K – – –
PWA
600
Principia Wealth Advisory
Texas
$266K +$91.3K +2,126 +54%
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