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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGWM
651
Sterling Group Wealth Management
California
$281K +$268K +5,700 New
CWM
652
Carolina Wealth Management
North Carolina
$280K +$267K +5,680 New
FPAS
653
Focus Partners Advisor Solutions
Missouri
$279K -$13.6K -289 -5%
SF
654
Symphony Financial
Texas
$278K +$9.61K +204 +4%
CSIC
655
Clifford Swan Investment Counsel
California
$277K +$706 +15 +0.3%
MW
656
Marble Wealth
Alabama
$276K +$264K +5,600 New
CA
657
COFG Advisors
Illinois
$273K +$261K +5,544 New
CRI
658
Colonial River Investments
Virginia
$272K +$23.4K +498 +10%
OFG
659
Orcam Financial Group
California
$271K +$706 +15 +0.3%
HAM
660
Harmony Asset Management
Arizona
$266K +$14.3K +303 +6%
HHGA
661
Halbert Hargrove Global Advisors
California
$265K +$230K +4,892 +994%
SA
662
Sonoma Allocations
California
$264K -$47.6K -1,010 -16%
LA
663
LexAurum Advisors
Kansas
$256K -$3.34K -71 -1%
SWM
664
SHP Wealth Management
Massachusetts
$256K +$7.39K +157 +3%
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$255K – – –
E
666
EntreWealth
Texas
$253K +$234K +4,962 New
Lido Advisors
667
Lido Advisors
California
$251K +$240K +5,088 New
4A
668
4Wealth Advisors
Illinois
$251K -$1.41K -30 -0.6%
PCA
669
Purkiss Capital Advisors
Connecticut
$250K +$239K +5,075 New
HIA
670
HTG Investment Advisors
Connecticut
$246K – – –
TC
671
TownSquare Capital
Utah
$246K +$235K +4,987 New
CWG
672
Cornerstone Wealth Group
North Carolina
$245K – – –
SIC
673
SFE Investment Counsel
California
$245K – – –
QFW
674
QTR Family Wealth
Florida
$244K -$66.6K -1,415 -22%
WFP
675
Worthington Financial Partners
Ohio
$244K +$5.42K +115 +2%