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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Savant Capital
Illinois
$248K +$259K +5,830 New
SVWAG
627
Sound View Wealth Advisors Group
Georgia
$248K +$2.44K +55 +1%
VDC
628
Van Diest Capital
Iowa
$243K +$254K +5,714 New
CWM
629
CarsonAllaria Wealth Management
Illinois
$242K – – –
MSFP
630
Mark Sheptoff Financial Planning
Connecticut
$242K +$72.8K +1,638 +46%
CSIC
631
Clifford Swan Investment Counsel
California
$238K +$249K +5,599 New
SFA
632
Sequoia Financial Advisors
Ohio
$238K +$34.7K +781 +16%
PCS
633
Private Client Services
Kentucky
$237K +$247K +5,570 New
OFG
634
Orcam Financial Group
California
$234K – – –
FIA
635
Foundations Investment Advisors
Arizona
$232K +$242K +5,444 New
SF
636
Symphony Financial
Texas
$231K +$242K +5,437 New
PCM
637
Pennsylvania Capital Management
Pennsylvania
$229K +$5.24K +118 +2%
CWG
638
Cornerstone Wealth Group
North Carolina
$226K +$533 +12 +0.2%
LA
639
LexAurum Advisors
Kansas
$224K +$234K +5,273 New
CC
640
Cypress Capital
Tennessee
$223K +$233K +5,245 New
HAM
641
Harmony Asset Management
Arizona
$217K +$4.09K +92 +2%
SWM
642
SHP Wealth Management
Massachusetts
$214K -$35.1K -789 -14%
CRI
643
Colonial River Investments
Virginia
$214K +$3.6K +81 +2%
HIA
644
HTG Investment Advisors
Connecticut
$213K – – –
4A
645
4Wealth Advisors
Illinois
$212K +$22.7K +510 +11%
SIC
646
SFE Investment Counsel
California
$212K – – –
KF
647
Krilogy Financial
Missouri
$210K – – –
WFP
648
Worthington Financial Partners
Ohio
$206K -$45.7K -1,028 -18%
WPC
649
Wedmont Private Capital
Pennsylvania
$201K -$129K -2,906 -39%
HT
650
Heritage Trust
Oklahoma
$200K – – –
24 25
26
27 28