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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$45.2M +$1.53M +35,631 +4%
CIA
52
Concurrent Investment Advisors
Florida
$44.8M +$14.2M +331,081 +48%
BEI
53
Benjamin Edwards Inc
Missouri
$44M +$5.46M +127,240 +14%
SIAS
54
Summit Investment Advisory Services
Minnesota
$43.9M +$1.47M +34,309 +4%
Jane Street
55
Jane Street
New York
$43.6M -$350K -8,160 -0.8%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$41.1M +$893K +20,797 +2%
CA
57
Continuum Advisory
Idaho
$40.9M +$1.83M +42,604 +5%
PNC
58
Park National Corp
Ohio
$39.9M +$333K +7,751 +0.9%
SWM
59
SK Wealth Management
Rhode Island
$39.7M +$32.2M +749,442 +567%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$37.5M +$15.8M +367,119 +74%
GKWIM
61
Gerber Kawasaki Wealth & Investment Management
California
$37.4M +$377K +8,790 +1%
GWM
62
Geneos Wealth Management
Colorado
$36.2M +$594K +13,834 +2%
PA
63
Procyon Advisors
Connecticut
$35.5M +$1.64M +38,112 +5%
MIAS
64
Mason Investment Advisory Services
Virginia
$34.4M +$13.4M +312,731 +66%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$33.4M +$28.2M +657,702 +609%
GRP
66
Global Retirement Partners
California
$33.4M +$3.48M +81,072 +12%
AssetMark Inc
67
AssetMark Inc
California
$33.2M +$2.43M +56,617 +8%
AFA
68
AA Financial Advisors
Ohio
$33M +$1.38M +32,219 +4%
HI
69
Harbour Investments
Wisconsin
$32.8M +$4.93M +114,774 +18%
KPWS
70
Kestra Private Wealth Services
Texas
$32.2M +$4.28M +99,755 +16%
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$32.1M +$22.4M +521,378 +244%
JDLA
72
J. Derek Lewis & Associates
California
$31.4M +$30.9M +719,370 New
AWM
73
Axxcess Wealth Management
California
$30.7M +$2.69M +62,711 +10%
AWM
74
Avaii Wealth Management
Wisconsin
$30.2M +$839K +19,540 +3%
SA
75
Sanctuary Advisors
Indiana
$28.3M +$212K +4,937 +0.8%