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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
51
Vestmark Advisory Solutions
Massachusetts
$7.89M +$8.15M +298,013 New
DWMG
52
DB Wealth Management Group
California
$7.71M +$2.96M +108,113 +59%
SB
53
Strategic Blueprint
Georgia
$7.55M -$1.28K -47 -0%
FWS
54
FinDec Wealth Services
California
$7.54M +$64.4K +2,356 +0.8%
RA
55
Ruggaard & Associates
Ohio
$7.23M +$7.47M +272,998 New
AWS
56
Atria Wealth Solutions
New York
$7.05M -$184K -6,730 -2%
NA
57
NewEdge Advisors
Louisiana
$6.95M +$1.03M +37,570 +17%
CII
58
Capital International Inc
California
$6.61M -$8.2M -300,000 -55%
SPC
59
Sigma Planning Corp
Michigan
$6.46M +$151K +5,531 +2%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$6.12M +$6.33M +231,356 New
SIS
61
Strategic Investment Solutions
Illinois
$5.61M +$5.52M +201,810 +6,200%
DADC
62
D.A. Davidson & Co
Montana
$5.26M +$419K +15,336 +8%
DJSG
63
D.J. St. Germain
Massachusetts
$4.77M +$456K +16,668 +10%
MFG
64
Merit Financial Group
Georgia
$4.74M +$333K +12,185 +7%
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$4.63M +$211K +7,718 +5%
SOS
66
Silver Oak Securities
Tennessee
$4.57M +$598K +21,874 +15%
CIAS
67
CFS Investment Advisory Services
New Jersey
$4.19M +$4.12M +150,473 +1,907%
WI
68
Wintrust Investments
Illinois
$4.18M +$281K +10,277 +7%
CL
69
Choreo LLC
Illinois
$3.95M -$49.4K -1,805 -1%
JP Morgan Chase
70
JP Morgan Chase
New York
$3.9M +$4.03M +147,363 +4,912,100%
HI
71
Harbour Investments
Wisconsin
$3.89M +$1.48M +53,949 +58%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$3.55M +$59.1K +2,160 +2%
NEPWA
73
New England Private Wealth Advisors
Massachusetts
$3.24M +$1.34M +49,029 +67%
ASN
74
Advisory Services Network
Georgia
$2.99M -$375K -13,703 -11%
AAS
75
Avantax Advisory Services
Texas
$2.84M +$2.55M +93,160 +661%