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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$25.5M -$273K -6,648 -1%
EA
77
Ergawealth Advisors
Illinois
$24.3M +$438K +10,667 +2%
CSP
78
Cary Street Partners
Virginia
$24.3M -$326K -7,935 -1%
SOS
79
Silver Oak Securities
Tennessee
$23.5M +$2.87M +69,755 +14%
CA
80
Capital Advantage
California
$22.2M +$374K +9,107 +2%
William Blair & Company
81
William Blair & Company
Illinois
$21.9M +$1.6M +38,885 +8%
VAS
82
Vestmark Advisory Solutions
Massachusetts
$21.7M -$33.4M -813,227 -61%
CWAF
83
Core Wealth Advisors (Florida)
Florida
$21.7M +$10.2M +247,073 +92%
MLRA
84
Main Line Retirement Advisors
Montana
$21.7M +$551K +13,395 +3%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$20.7M +$15.2M +369,443 +298%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$20.4M +$2.13M +51,773 +12%
IA
87
IAM Advisory
Pennsylvania
$20.3M +$154K +3,743 +0.8%
CWM
88
Challenger Wealth Management
California
$20.1M -$225K -5,474 -1%
MIAS
89
Mason Investment Advisory Services
Virginia
$20M +$1.33M +32,420 +7%
FCM
90
Fourpath Capital Management
Oklahoma
$19.9M +$4.41M +107,325 +29%
GVAG
91
Great Valley Advisor Group
Delaware
$19.7M +$2.81M +68,251 +17%
WTFG
92
Wood Tarver Financial Group
Idaho
$19.3M +$476K +11,582 +3%
OBWG
93
Onyx Bridge Wealth Group
New York
$18.9M +$4.02M +97,910 +28%
IA
94
IFP Advisors
Florida
$18.8M +$1.31M +31,910 +8%
AA
95
ACT Advisors
North Carolina
$18.7M +$18.3M +445,569 New
VA
96
VestGen Advisors
Illinois
$18.6M +$1.21M +29,427 +7%
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$18.1M +$1.95M +47,528 +12%
RW
98
Regimen Wealth
Georgia
$17.7M -$253K -6,161 -1%
SMWM
99
Silvia McColl Wealth Management
California
$17.7M +$1.68M +40,900 +11%
WWM
100
WJ Wealth Management
Arizona
$17.2M -$2.94M -71,564 -15%