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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
76
Wedbush Securities
California
$17.2M +$2.39M +65,703 +16%
WWM
77
WJ Wealth Management
Arizona
$17.1M -$5.83M -160,520 -25%
William Blair & Company
78
William Blair & Company
Illinois
$16.8M +$1.13M +30,977 +7%
SOS
79
Silver Oak Securities
Tennessee
$16.4M +$957K +26,345 +6%
CWM
80
Challenger Wealth Management
California
$16.1M +$4.96M +136,690 +43%
WTFG
81
Wood Tarver Financial Group
Idaho
$15.6M +$1.2M +33,163 +8%
CFD
82
Creative Financial Designs
Indiana
$14.3M +$1.58M +43,410 +12%
RA
83
Ruggaard & Associates
Ohio
$14.2M +$207K +5,700 +1%
FFS
84
Forge Financial Services
Oklahoma
$14.1M -$204K -5,618 -1%
FPL
85
Fortress Private Ledger
North Carolina
$13.8M +$854K +23,505 +6%
KPWS
86
Kestra Private Wealth Services
Texas
$13.7M +$1.44M +39,585 +11%
CWM
87
Congress Wealth Management
Massachusetts
$13.6M +$13.5M +372,438 +6,419%
KFG
88
Kropog Financial Group
Louisiana
$13.5M +$105K +2,900 +0.8%
MIAS
89
Mason Investment Advisory Services
Virginia
$13.5M +$2.01M +55,269 +17%
DJSG
90
D.J. St. Germain
Massachusetts
$13.5M +$2.09M +57,447 +18%
IA
91
IFP Advisors
Florida
$13.5M +$12.9M +354,702 +1,517%
WWM
92
Western Wealth Management
Colorado
$13.4M -$1.23M -33,771 -8%
EW
93
Entruity Wealth
California
$13.4M +$51.5K +1,418 +0.4%
BFA
94
Beacon Financial Advisory
Ohio
$13.2M +$1.57M +43,233 +13%
GWA
95
Gutierrez Wealth Advisory
Arkansas
$13.1M +$654K +18,006 +5%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$12.8M +$1.18M +32,389 +10%
AAS
97
Ameritas Advisory Services
Nebraska
$12.3M +$948K +26,101 +8%
KCP
98
Kera Capital Partners
California
$12.1M +$908K +25,006 +8%
GLA
99
Good Life Advisors
Pennsylvania
$11.8M +$93.5K +2,575 +0.8%
SFC
100
Swisher Financial Concepts
Ohio
$11M +$3.22M +88,628 +40%