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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$2.73M +$530K +19,376 +23%
SN
77
Sittner & Nelson
Oregon
$2.72M +$346K +12,665 +14%
BCA
78
Bay Colony Advisors
Massachusetts
$2.69M +$902K +32,999 +48%
SWIM
79
Smallwood Wealth Investment Management
New Jersey
$2.54M +$66.6K +2,435 +3%
AI
80
Atria Investments
North Carolina
$2.49M -$903K -33,009 -26%
WC
81
Waterloo Capital
Texas
$2.48M +$2.56M +93,650 New
CBFP
82
Cedar Brook Financial Partners
Ohio
$2.42M +$270K +9,866 +12%
RJT
83
Raymond James Trust
Florida
$2.39M +$225K +8,240 +10%
EFS
84
Essex Financial Services
Connecticut
$2.28M +$323K +11,806 +16%
AF
85
Advisornet Financial
Minnesota
$2.28M +$14.1K +517 +0.6%
MHB
86
Midwest Heritage Bank
Iowa
$2.23M +$55.5K +2,030 +2%
AAS
87
Ameritas Advisory Services
Nebraska
$2.07M +$2.14M +78,131 New
BFA
88
Beacon Financial Advisory
Ohio
$2.06M +$1.07M +39,108 +101%
LWM
89
Lodestone Wealth Management
Washington
$1.99M +$724K +26,470 +54%
BFG
90
Bleakley Financial Group
New Jersey
$1.98M +$63.5K +2,322 +3%
SS
91
Simplicity Solutions
Minnesota
$1.98M +$63.5K +2,322 +3%
BWL
92
Bogart Wealth LLC
Virginia
$1.96M +$2.03M +74,082 New
WS
93
Wedbush Securities
California
$1.86M +$351K +12,830 +22%
CFGS
94
Concourse Financial Group Securities
Alabama
$1.85M +$508K +18,568 +36%
Renaissance Technologies
95
Renaissance Technologies
New York
$1.84M -$2.14M -78,100 -53%
IA
96
IFP Advisors
Florida
$1.73M +$194K +7,076 +12%
IWC
97
Integrated Wealth Concepts
Massachusetts
$1.71M +$836K +30,584 +90%
PSCM
98
Per Stirling Capital Management
Texas
$1.7M +$506K +18,486 +40%
CWC
99
Carolinas Wealth Consulting
North Carolina
$1.65M -$23.9K -873 -1%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$1.64M +$310K +11,322 +22%