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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
76
Forge Financial Services
Oklahoma
$14.9M +$14.6M +401,393 New
HI
77
Harbour Investments
Wisconsin
$14.8M +$3.37M +92,648 +28%
WS
78
Wedbush Securities
California
$14.7M +$2.32M +63,738 +18%
WWM
79
Western Wealth Management
Colorado
$14.4M +$6.48M +178,158 +77%
WTFG
80
Wood Tarver Financial Group
Idaho
$14.2M +$14.7M +403,822 New
MFG
81
Merit Financial Group
Georgia
$14.2M -$310K -8,508 -2%
CIA
82
Concurrent Investment Advisors
Florida
$14M +$3.03M +83,315 +26%
FCM
83
Fourpath Capital Management
Oklahoma
$13.9M +$4.67M +128,211 +48%
RA
84
Ruggaard & Associates
Ohio
$13.8M +$153K +4,195 +1%
DADC
85
D.A. Davidson & Co
Montana
$13.6M +$3.04M +83,617 +28%
IAA
86
Independent Advisor Alliance
North Carolina
$13.5M +$13.9M +382,012 New
KFG
87
Kropog Financial Group
Louisiana
$13.3M +$13.7M +376,627 New
FWS
88
FinDec Wealth Services
California
$13.2M -$1.41M -38,667 -9%
EW
89
Entruity Wealth
California
$13.2M +$13.6M +373,577 New
OMC
90
Old Mission Capital
Illinois
$13M -$401K -11,031 -3%
FPL
91
Fortress Private Ledger
North Carolina
$12.8M +$13.2M +362,680 New
CFD
92
Creative Financial Designs
Indiana
$12.6M -$70.7K -1,943 -0.5%
GWA
93
Gutierrez Wealth Advisory
Arkansas
$12.3M +$12.7M +349,573 New
KPWS
94
Kestra Private Wealth Services
Texas
$12.2M +$1.67M +45,880 +15%
GLA
95
Good Life Advisors
Pennsylvania
$11.6M -$3.21M -88,168 -21%
BFA
96
Beacon Financial Advisory
Ohio
$11.5M +$4.59M +126,080 +63%
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$11.5M +$3.07M +84,344 +35%
MIAS
98
Mason Investment Advisory Services
Virginia
$11.4M +$7.37M +202,639 +167%
DJSG
99
D.J. St. Germain
Massachusetts
$11.3M +$1.66M +45,735 +17%
AAS
100
Ameritas Advisory Services
Nebraska
$11.3M +$1.72M +47,352 +17%
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