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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$23.8M +$495K +14,251 +2%
P
52
&Partners
Tennessee
$23.7M +$2.68M +77,048 +13%
AWM
53
Axxcess Wealth Management
California
$23.6M +$126K +3,631 +0.6%
WWM
54
WJ Wealth Management
Arizona
$23.2M +$881K +25,362 +4%
SA
55
Sanctuary Advisors
Indiana
$22.6M -$218K -6,271 -1%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$22.5M -$4.15M -119,347 -16%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$22.5M +$4.15M +119,533 +24%
BCI
58
Brinker Capital Investments
Pennsylvania
$22M +$2.07M +59,699 +11%
OPS
59
Orion Portfolio Solutions
Nebraska
$22M +$2.07M +59,699 +11%
BEI
60
Benjamin Edwards Inc
Missouri
$21.8M +$20.7M +597,298 New
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$21.6M +$3.68M +105,829 +22%
VAS
62
Vestmark Advisory Solutions
Massachusetts
$19.9M +$3.43M +98,724 +22%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$19.7M +$13.1M +376,355 +229%
HighTower Advisors
64
HighTower Advisors
Illinois
$18.1M +$10.9M +313,085 +170%
EA
65
Ergawealth Advisors
Illinois
$17.7M +$554K +15,941 +3%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$17.2M +$5.54M +159,573 +51%
MHB
67
Midwest Heritage Bank
Iowa
$16.5M +$399K +11,475 +3%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$16.2M +$10.4M +300,372 +208%
SB
69
Strategic Blueprint
Georgia
$16.2M +$3.33M +95,783 +27%
RHP
70
Royal Harbor Partners
Texas
$15.9M +$15.2M +437,409 New
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$15.7M +$14.9M +429,765 New
GLA
72
Good Life Advisors
Pennsylvania
$15.2M +$4.22M +121,429 +41%
FWS
73
FinDec Wealth Services
California
$15M +$383K +11,027 +3%
MFG
74
Merit Financial Group
Georgia
$14.9M +$8.6M +247,522 +152%
SFC
75
Swisher Financial Concepts
Ohio
$14.8M +$3.55M +102,208 +33%