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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
626
Bridges Investment Management
Nebraska
$338K +$323K +6,866 New
AA
627
Armis Advisers
Georgia
$334K +$377 +8 +0.1%
PWA
628
Principia Wealth Advisory
Texas
$331K +$3.3K +70 +1%
GM
629
GeoWealth Management
Illinois
$331K +$141 +3 +0%
RFP
630
Root Financial Partners
California
$328K -$160K -3,391 -34%
SWMG
631
Sard Wealth Management Group
Georgia
$324K +$424 +9 +0.1%
WAM
632
Weatherly Asset Management
California
$316K – – –
GSAM
633
Grant Street Asset Management
Pennsylvania
$316K -$16.5K -350 -5%
EF
634
Evanson Financial
Virginia
$316K +$302K +6,403 New
OCA
635
OpenArc Corporate Advisory
Georgia
$315K – – –
NS
636
Northland Securities
Minnesota
$313K -$16.3K -347 -5%
MSG
637
Main Street Group
Virginia
$313K +$19.2K +407 +7%
SI
638
Seeds Investor
New York
$310K -$47 -1 -0%
BMWM
639
Brown Miller Wealth Management
Virginia
$310K – – –
VPP
640
Vertex Planning Partners
Illinois
$309K +$296K +6,276 New
TWM
641
Tortuga Wealth Management
California
$306K -$4.71K -100 -2%
TDB
642
Thompson David Blair
$304K -$699K -14,843 -71%
AFA
643
American Financial Advisors
Georgia
$298K -$3.58K -76 -1%
MT
644
Midwest Trust
Kansas
$297K +$283K +6,020 New
RFA
645
Rollins Financial Advisors
New York
$292K – – –
BIAS
646
Beacon Investment Advisory Services
New Jersey
$288K – – –
PCM
647
Pennsylvania Capital Management
Pennsylvania
$286K +$19.2K +408 +8%
SVWAG
648
Sound View Wealth Advisors Group
Georgia
$284K -$2.59K -55 -0.9%
CWM
649
CarsonAllaria Wealth Management
Illinois
$281K +$377 +8 +0.1%
SGWM
650
Sterling Group Wealth Management
California
$281K +$268K +5,700 New
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