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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
601
Goldman Sachs
New York
$284K +$297K +6,687 New
Fisher Asset Management
602
Fisher Asset Management
Washington
$283K -$189K -4,260 -39%
PWA
603
Principia Wealth Advisory
Texas
$282K +$24.6K +554 +9%
SWMG
604
Sard Wealth Management Group
Georgia
$279K -$209K -4,708 -42%
TIA
605
TCFG Investment Advisors
California
$274K +$286K +6,445 New
TWM
606
TCFG Wealth Management
California
$274K +$286K +6,445 New
SA
607
Sonoma Allocations
California
$274K +$711 +16 +0.3%
WAM
608
Weatherly Asset Management
California
$273K -$38.5K -866 -12%
MCM
609
MAI Capital Management
Ohio
$273K +$191K +4,308 +205%
EAM
610
Evanson Asset Management
California
$272K +$5.73K +129 +2%
OCA
611
OpenArc Corporate Advisory
Georgia
$272K -$30.8K -693 -10%
MWS
612
MFA Wealth Services
California
$271K
TWM
613
Tortuga Wealth Management
California
$269K -$13.8K -311 -5%
BMWM
614
Brown Miller Wealth Management
Virginia
$267K
KWM
615
KMT Wealth Management
California
$263K
RBFC
616
Roman Butler Fullerton & Co
Missouri
$262K +$263K +5,911 New
SWIG
617
Strategic Wealth Investment Group
Kentucky
$262K +$273K +6,150 New
BGAI
618
Bruce G. Allen Investments
Colorado
$261K -$49.8K -1,121 -15%
EWA
619
Exit Wealth Advisors
Georgia
$260K +$272K +6,120 New
AFA
620
American Financial Advisors
Georgia
$260K +$272K +6,118 New
PFPG
621
Pinnacle Financial Partners (Georgia)
Georgia
$259K +$2.58K +58 +1%
MSG
622
Main Street Group
Virginia
$253K +$264K +5,944 New
FPAS
623
Focus Partners Advisor Solutions
Missouri
$253K -$141K -3,176 -35%
RFA
624
Rollins Financial Advisors
New York
$252K
BIAS
625
Beacon Investment Advisory Services
New Jersey
$249K