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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$10.3M +$987K +30,296 +11%
SFC
77
Swisher Financial Concepts
Ohio
$10.3M +$161K +4,942 +2%
CIA
78
Concurrent Investment Advisors
Florida
$9.77M +$2.62M +80,464 +37%
GLA
79
Good Life Advisors
Pennsylvania
$9.76M +$269K +8,258 +3%
WS
80
Wedbush Securities
California
$9.49M +$2.04M +62,462 +28%
HI
81
Harbour Investments
Wisconsin
$9.25M +$1.3M +39,789 +17%
KPWS
82
Kestra Private Wealth Services
Texas
$8.46M +$239K +7,340 +3%
CIAS
83
CFS Investment Advisory Services
New Jersey
$8.43M +$925K +28,377 +13%
AAS
84
Ameritas Advisory Services
Nebraska
$8.32M +$2.36M +72,328 +40%
JP Morgan Chase
85
JP Morgan Chase
New York
$8.12M +$956K +29,356 +14%
DJSG
86
D.J. St. Germain
Massachusetts
$8.06M +$1.13M +34,672 +17%
Mariner
87
Mariner
Kansas
$8.05M +$3.72M +114,190 +88%
DADC
88
D.A. Davidson & Co
Montana
$8.02M +$779K +23,905 +11%
CWA
89
Clearview Wealth Advisors
Oregon
$7.8M +$7.7M +236,290 New
VWA
90
Visionary Wealth Advisors
Illinois
$7.72M +$725K +22,263 +11%
AL
91
ACAS LLC
California
$7.64M +$1.47M +44,981 +26%
AFA
92
AA Financial Advisors
Ohio
$7.48M +$561K +17,214 +8%
WWP
93
WR Wealth Planners
Missouri
$7.24M +$63K +1,935 +0.9%
Jane Street
94
Jane Street
New York
$6.99M -$3.31M -101,709 -32%
FAIM
95
Financial Advocates Investment Management
Washington
$6.9M +$97.1K +2,979 +1%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$6.44M +$383K +11,744 +6%
EFS
97
Essex Financial Services
Connecticut
$6.44M +$2.11M +64,739 +52%
SMC
98
Smith, Moore & Co
Missouri
$6.15M +$1.2M +36,783 +25%
HighTower Advisors
99
HighTower Advisors
Illinois
$6.09M +$2.15M +65,977 +56%
WI
100
Wintrust Investments
Illinois
$5.66M +$236K +7,246 +4%