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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
601
Beto Financial Group
Idaho
$412K -$12.4K -264 -3%
HA
602
HFG Advisors
Ohio
$411K – – –
RL
603
Retireful LLC
Michigan
$404K -$365K -7,759 -49%
TIA
604
TCFG Investment Advisors
California
$397K +$76.2K +1,619 +25%
SMA
605
Sage Mountain Advisors
Georgia
$397K +$379K +8,046 New
RG
606
Rathbones Group
United Kingdom
$394K +$377K +8,000 New
QCG
607
Quadrant Capital Group
Ohio
$389K – – –
CP
608
Creekside Partners
California
$384K – – –
1WA
609
180 Wealth Advisors
Washington
$384K +$1.93K +41 +0.5%
GI
610
GAMMA Investing
California
$381K +$364K +7,730 New
NCM
611
NCM Capital Management
New Jersey
$379K +$363K +7,700 New
TI
612
tru Independence
Oregon
$376K +$424 +9 +0.1%
PPW
613
Presilium Private Wealth
Pennsylvania
$372K +$355K +7,541 New
BFG
614
Berger Financial Group
Minnesota
$371K +$141 +3 +0%
KFP
615
Kerr Financial Planning
California
$370K – – –
SW
616
SteelPeak Wealth
California
$369K -$129K -2,744 -27%
MFG
617
Mission Financial Group
Nevada
$368K +$351K +7,459 New
SFA
618
Sequoia Financial Advisors
Ohio
$360K +$80.1K +1,701 +30%
MCM
619
MAI Capital Management
Ohio
$357K +$39.3K +834 +13%
WEG
620
World Equity Group
Illinois
$355K -$335K -7,106 -50%
SWIG
621
Strategic Wealth Investment Group
Kentucky
$355K +$49.7K +1,056 +17%
TWM
622
Triton Wealth Management
Arizona
$350K – – –
BWP
623
Balboa Wealth Partners
Arizona
$349K -$41.4K -880 -11%
SFG
624
Synergy Financial Group
California
$347K – – –
JIC
625
Johnson Investment Counsel
Ohio
$345K +$329K +6,996 New
23 24
25
26 27