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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
601
Pinnacle Financial Partners (Georgia)
Georgia
$263K +$259K +6,029 New
RFA
602
Rollins Financial Advisors
New York
$258K +$254K +5,923 New
WFP
603
Worthington Financial Partners
Ohio
$256K +$252K +5,871 New
BIAS
604
Beacon Investment Advisory Services
New Jersey
$255K
SWM
605
SHP Wealth Management
Massachusetts
$254K +$250K +5,821 New
SVWAG
606
Sound View Wealth Advisors Group
Georgia
$252K
CWM
607
CarsonAllaria Wealth Management
Illinois
$249K +$1.03K +24 +0.4%
OFG
608
Orcam Financial Group
California
$240K +$1.76K +41 +0.8%
DWAM
609
Duncan Williams Asset Management
Tennessee
$235K +$225K +5,231 New
SFG
610
Synergy Financial Group
California
$231K
PCM
611
Pennsylvania Capital Management
Pennsylvania
$230K +$226K +5,275 New
AFG
612
Allegheny Financial Group
Pennsylvania
$230K +$945 +22 +0.4%
TVPW
613
Third View Private Wealth
Connecticut
$226K +$222K +5,168 New
OA
614
Operose Advisors
Wisconsin
$225K
AW
615
Avion Wealth
Texas
$222K -$55.4K -1,291 -20%
HAM
616
Harmony Asset Management
Arizona
$219K
HIA
617
HTG Investment Advisors
Connecticut
$218K +$215K +5,000 New
WFPG
618
Waller Financial Planning Group
Ohio
$218K +$215K +5,000 New
SIC
619
SFE Investment Counsel
California
$217K
CWG
620
Cornerstone Wealth Group
North Carolina
$217K +$1.63K +38 +0.8%
CRI
621
Colonial River Investments
Virginia
$216K +$212K +4,944 New
DA
622
Dover Advisors
Virginia
$212K -$12.9K -300 -6%
SFA
623
Sequoia Financial Advisors
Ohio
$210K +$207K +4,818 New
Bessemer Group
624
Bessemer Group
New Jersey
$207K
KF
625
Krilogy Financial
Missouri
$206K +$199K +4,624 New