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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$39.7M +$2.7M +65,727 +7%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$38.7M +$188K +4,563 +0.5%
PNC
53
Park National Corp
Ohio
$38.1M +$1.82M +44,351 +5%
CA
54
Continuum Advisory
Idaho
$37.6M -$1.96M -47,769 -5%
BEI
55
Benjamin Edwards Inc
Missouri
$37M +$2.74M +66,599 +8%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$35.7M -$520K -12,640 -1%
NA
57
NewEdge Advisors
Louisiana
$35.5M +$2.61M +63,506 +8%
EH
58
Equitable Holdings
New York
$34.3M +$11.1M +271,133 +50%
GWM
59
Geneos Wealth Management
Colorado
$34.2M +$10.2M +249,184 +44%
PA
60
Procyon Advisors
Connecticut
$32.6M +$1.51M +36,827 +5%
AFA
61
AA Financial Advisors
Ohio
$30.4M +$1.49M +36,218 +5%
SB
62
Strategic Blueprint
Georgia
$29.8M +$6.51M +158,271 +29%
AssetMark Inc
63
AssetMark Inc
California
$29.6M -$3.8M -92,493 -12%
CIA
64
Concurrent Investment Advisors
Florida
$29.2M +$2.41M +58,656 +9%
GRP
65
Global Retirement Partners
California
$28.7M +$566K +13,780 +2%
AWM
66
Avaii Wealth Management
Wisconsin
$28.2M +$1.18M +28,593 +4%
MHB
67
Midwest Heritage Bank
Iowa
$27.1M +$165K +4,024 +0.6%
SA
68
Sanctuary Advisors
Indiana
$27.1M +$1.74M +42,387 +7%
AWM
69
Axxcess Wealth Management
California
$27M +$1.11M +26,955 +4%
KPWS
70
Kestra Private Wealth Services
Texas
$26.8M +$5.62M +136,846 +27%
HI
71
Harbour Investments
Wisconsin
$26.8M +$3.21M +78,098 +14%
CFD
72
Creative Financial Designs
Indiana
$26.7M +$224K +5,444 +0.9%
RHP
73
Royal Harbor Partners
Texas
$26.5M +$170K +4,130 +0.7%
BCI
74
Brinker Capital Investments
Pennsylvania
$26.1M -$5.33M -129,571 -17%
FSA
75
Financial Services Advisory
Maryland
$25.9M +$925K +22,507 +4%