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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$17.4M -$729K -23,718 -4%
P
52
&Partners
Tennessee
$17.3M +$3.63M +118,026 +28%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$16.9M +$251K +8,176 +2%
FSA
54
Financial Services Advisory
Maryland
$16.1M +$497K +16,172 +3%
EA
55
Ergawealth Advisors
Illinois
$16.1M -$193K -6,290 -1%
AT
56
Arden Trust
Delaware
$14.8M +$150K +4,871 +1%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$13.3M +$1.72M +56,127 +16%
MHB
58
Midwest Heritage Bank
Iowa
$13M +$8.03M +261,274 +190%
PFS
59
Prospera Financial Services
Texas
$12.9M +$1.42M +46,286 +13%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$12.8M +$725K +23,596 +6%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$12.7M +$849K +27,627 +8%
H
62
HoyleCohen
California
$12.7M +$1.02M +33,091 +9%
RA
63
Ruggaard & Associates
Ohio
$12.5M +$2.23M +72,635 +23%
SB
64
Strategic Blueprint
Georgia
$11.1M +$906K +29,498 +9%
MLRA
65
Main Line Retirement Advisors
Montana
$10.9M +$516K +16,801 +5%
AAS
66
Avantax Advisory Services
Texas
$10.8M +$4.61M +150,173 +82%
Jane Street
67
Jane Street
New York
$10.2M -$2.25M -73,378 -19%
CFD
68
Creative Financial Designs
Indiana
$9.99M +$4.35M +141,641 +85%
SFC
69
Swisher Financial Concepts
Ohio
$9.8M +$662K +21,555 +8%
FWS
70
FinDec Wealth Services
California
$9.72M +$54.3K +1,768 +0.6%
SPC
71
Sigma Planning Corp
Michigan
$9.5M +$4.76M +155,013 +113%
SOS
72
Silver Oak Securities
Tennessee
$9.49M +$1.33M +43,202 +17%
GLA
73
Good Life Advisors
Pennsylvania
$9.34M +$641K +20,862 +8%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$9.19M +$661K +21,496 +8%
BWL
75
Bogart Wealth LLC
Virginia
$9.07M +$6.07M +197,595 +243%