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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHB
76
Midwest Heritage Bank
Iowa
$35.5M +$511K +10,842 +2%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$34.3M +$8.12M +172,429 +33%
SOS
78
Silver Oak Securities
Tennessee
$34M +$2.01M +42,615 +7%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$34M +$11.8M +250,959 +57%
IFG
80
Independent Financial Group
California
$33.8M +$2.55M +54,124 +9%
WSA
81
Wealth Science Advisors
Georgia
$33.7M +$1.77M +37,591 +6%
PWA
82
PCG Wealth Advisors
Kansas
$33.6M +$1.63M +34,563 +5%
OBWG
83
Onyx Bridge Wealth Group
New York
$32.9M +$2.43M +51,531 +8%
IA
84
IFP Advisors
Florida
$32.8M +$1.59M +33,843 +5%
MOS
85
MGO One Seven
Ohio
$32.1M +$22.3M +474,650 +269%
BCI
86
Brinker Capital Investments
Pennsylvania
$31.8M -$105K -2,226 -0.3%
GVAG
87
Great Valley Advisor Group
Delaware
$31.7M +$480K +10,188 +2%
EA
88
Ergawealth Advisors
Illinois
$31.6M +$312K +6,620 +1%
BW
89
BIP Wealth
Georgia
$31.1M -$1.3M -27,649 -4%
MWP
90
Madison Wealth Partners
Wisconsin
$31.1M +$550K +11,675 +2%
TFS
91
Thoroughbred Financial Services
Tennessee
$31M +$3.9M +82,906 +15%
RHP
92
Royal Harbor Partners
Texas
$30.6M -$651K -13,832 -2%
VAS
93
Vestmark Advisory Solutions
Massachusetts
$30.2M +$109K +2,317 +0.4%
DAS
94
DMKC Advisory Services
Iowa
$30.1M +$26.6M +565,965 +1,273%
AWM
95
Avaii Wealth Management
Wisconsin
$29.8M -$2.12M -45,064 -7%
KW
96
KWB Wealth
California
$28.6M +$3.79M +80,395 +16%
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$28.5M +$2.07M +43,936 +8%
CWAF
98
Core Wealth Advisors (Florida)
Florida
$28.2M +$772K +16,405 +3%
CSP
99
Cary Street Partners
Virginia
$28.1M +$499K +10,590 +2%
TFA
100
Teamwork Financial Advisors
Texas
$28.1M +$1.18M +25,127 +5%