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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
676
XY Planning Network
Montana
$238K +$228K +4,837 New
ASG
677
Advisory Solutions Group
Minnesota
$236K +$226K +4,796 New
CGFA
678
Colton Groome Financial Advisors
North Carolina
$232K +$222K +4,709 New
HT
679
Heritage Trust
Oklahoma
$232K – – –
KF
680
Krilogy Financial
Missouri
$228K – – –
WPC
681
Wedmont Private Capital
Pennsylvania
$225K +$94 +2 +0%
DWAM
682
Duncan Williams Asset Management
Tennessee
$223K +$214K +4,535 New
IAG
683
Investmark Advisory Group
Connecticut
$223K +$214K +4,535 New
PWMA
684
Pension & Wealth Management Advisors
Massachusetts
$218K +$208K +4,418 New
GP
685
Guardian Partners
Canada
$217K +$207K +4,400 New
CBA
686
Coastal Bridge Advisors
Connecticut
$215K +$206K +4,369 New
GSWM
687
Greenup Street Wealth Management
Michigan
$215K +$206K +4,366 New
TVPW
688
Third View Private Wealth
Connecticut
$215K +$205K +4,361 New
CP
689
Castleview Partners
Texas
$213K +$203K +4,313 New
DA
690
Dover Advisors
Virginia
$212K +$229K +4,862 New
SFC
691
Strategic Financial Concepts
Texas
$210K -$457K -9,695 -69%
GI
692
Gradient Investments
Minnesota
$204K +$195K +4,131 New
RWB
693
RMR Wealth Builders
New Jersey
$200K +$191K +4,050 New
OC
694
Oakworth Capital
Alabama
$196K +$16.5K +350 +10%
WAS
695
Winch Advisory Services
Wisconsin
$189K +$49.4K +1,050 +38%
SNB
696
Security National Bank
Nebraska
$183K – – –
GKIM
697
GW&K Investment Management
Massachusetts
$172K – – –
MG
698
Mather Group
Illinois
$171K – – –
CIA
699
Cape Investment Advisory
Georgia
$170K +$162K +3,451 New
HNB
700
Huntington National Bank
Ohio
$151K – – –
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