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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$244K +$145K +6,389 +203%
ME
77
McIlrath & Eck
Washington
$240K +$89.3K +3,928 +50%
CWC
78
Carolinas Wealth Consulting
North Carolina
$240K +$251K +11,033 +1,652%
MWM
79
Meridian Wealth Management
Kentucky
$234K +$261K +11,455 New
BTWM
80
Baker Tilly Wealth Management
Wisconsin
$226K +$252K +11,080 New
HGERS
81
Householder Group Estate & Retirement Specialist
Arizona
$174K +$195K +8,565 New
EWA
82
EverSource Wealth Advisors
Alabama
$149K +$166K +7,287 New
WWP
83
WR Wealth Planners
Missouri
$127K +$100K +4,408 +246%
CF
84
Centaurus Financial
California
$119K
AF
85
Allworth Financial
California
$86K +$8.12K +357 +9%
AF
86
Advisornet Financial
Minnesota
$69K +$76.4K +3,361 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$51K +$56.9K +2,500 New
HIA
88
Harbor Investment Advisory
Maryland
$49K +$54.6K +2,400 New
CFD
89
Creative Financial Designs
Indiana
$41K +$22.8K +1,002 +100%
FP
90
Financial Perspectives
Minnesota
$32.7K -$93.2K -4,099 -72%
LFG
91
Larson Financial Group
Missouri
$21K +$23.5K +1,035 New
HNWAG
92
High Net Worth Advisory Group
Florida
$10K
SPIA
93
Steward Partners Investment Advisory
New York
$2K +$2.27K +100 New
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$1.78M -79,636 Closed
Citadel Advisors
95
Citadel Advisors
Florida
-$701K -31,402 Closed
AAS
96
Ameritas Advisory Services
Nebraska
-$300K -13,450 Closed
SWM
97
SeaCrest Wealth Management
New York
-$39K -1,746 Closed
TCWM
98
Total Clarity Wealth Management
Illinois
-$22K -1,000 Closed
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
-$11K -475 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
+$23 +1 New