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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEM
76
Fulcrum Equity Management
Texas
$1.14M +$1.11M +45,532 New
WS
77
Wedbush Securities
California
$1.11M -$209K -8,523 -16%
PWA
78
Pillar Wealth Advisors
Pennsylvania
$1.1M +$54.1K +2,209 +5%
CP
79
Capital Planning
Washington
$1.1M +$190K +7,784 +21%
SWM
80
Silverlake Wealth Management
Vermont
$1.1M +$54.9K +2,245 +5%
BFA
81
Bill Few Associates
Pennsylvania
$1.09M +$190K +7,784 +22%
AF
82
Affiance Financial
Minnesota
$1.07M +$1.01M +41,163 +2,166%
MA
83
Mutual Advisors
Nebraska
$1.03M -$26.3K -1,073 -3%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$957K -$9.79K -400 -1%
GFG
85
Goldstone Financial Group
Illinois
$937K +$919K +37,564 New
RIL
86
Rothschild Investment LLC
Illinois
$866K +$464K +18,979 +121%
CAS
87
Coppell Advisory Solutions
Texas
$865K +$857K +35,016 New
CASC
88
Coppell Advisory Solutions Corp
Texas
$865K +$857K +35,016 New
Cerity Partners
89
Cerity Partners
New York
$821K +$15.5K +635 +2%
LF
90
Lantz Financial
Illinois
$816K +$203K +8,301 +34%
BPFA
91
Barnes Pettey Financial Advisors
Mississippi
$802K +$43.3K +1,771 +6%
WIP
92
WealthCare Investment Partners
Rhode Island
$786K +$771K +31,525 New
IFG
93
Independent Financial Group
California
$767K +$223K +9,114 +42%
CA
94
CapWealth Advisors
Tennessee
$753K -$43.2K -1,765 -6%
FHC
95
First Heartland Consultants
Missouri
$721K
Truist Financial
96
Truist Financial
North Carolina
$691K +$678K +27,718 New
IWC
97
Integrated Wealth Concepts
Massachusetts
$673K +$660K +26,976 New
NL
98
NWAM LLC
Washington
$672K +$9.27K +379 +1%
AAS
99
Ameritas Advisory Services
Nebraska
$659K +$248K +10,135 +65%
RJT
100
Raymond James Trust
Florida
$651K +$253K +10,351 +66%