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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$5.48M +$1.02M +37,015 +25%
HighTower Advisors
77
HighTower Advisors
Illinois
$5.48M +$3.94M +142,819 +352%
AAS
78
Avantax Advisory Services
Texas
$5.46M +$2.09M +75,863 +71%
WS
79
Wedbush Securities
California
$5.37M +$3.03M +109,742 +156%
NEPWA
80
New England Private Wealth Advisors
Massachusetts
$5.21M +$1.44M +52,374 +43%
MFG
81
Merit Financial Group
Georgia
$5.16M -$167K -6,063 -3%
CIAS
82
CFS Investment Advisory Services
New Jersey
$5M +$250K +9,060 +6%
CFD
83
Creative Financial Designs
Indiana
$4.95M +$3.93M +142,573 +616%
WI
84
Wintrust Investments
Illinois
$4.79M +$69.2K +2,511 +2%
JP Morgan Chase
85
JP Morgan Chase
New York
$4.65M +$232K +8,431 +6%
CL
86
Choreo LLC
Illinois
$4.53M +$87.9K +3,186 +2%
William Blair & Company
87
William Blair & Company
Illinois
$4.37M +$2.96M +107,314 +275%
RJT
88
Raymond James Trust
Florida
$4.34M +$1.52M +55,061 +61%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$4.2M +$184K +6,685 +5%
MHB
90
Midwest Heritage Bank
Iowa
$4.11M +$1.47M +53,425 +63%
SPC
91
Sigma Planning Corp
Michigan
$4.09M -$2.95M -106,972 -44%
HP
92
Holistic Planning
Texas
$3.92M +$3.62M +131,337 New
VWA
93
Visionary Wealth Advisors
Illinois
$3.83M +$3.3M +119,531 +1,340%
MA
94
Mutual Advisors
Nebraska
$3.57M +$456K +16,551 +16%
CBFP
95
Cedar Brook Financial Partners
Ohio
$3.54M +$768K +27,837 +30%
SN
96
Sittner & Nelson
Oregon
$3.51M +$408K +14,786 +14%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$3.28M +$1.32M +47,896 +77%
IWC
98
Integrated Wealth Concepts
Massachusetts
$3.18M +$1.16M +41,971 +65%
SFG
99
Seamount Financial Group
Colorado
$3.18M +$2.94M +106,458 New
SMC
100
Smith, Moore & Co
Missouri
$3.04M +$2.32M +84,040 +469%