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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHB
76
Midwest Heritage Bank
Iowa
$28.3M +$79.7K +1,857 +0.3%
WSA
77
Wealth Science Advisors
Georgia
$28.2M +$27.8M +647,122 New
BCI
78
Brinker Capital Investments
Pennsylvania
$27.9M +$823K +19,172 +3%
RHP
79
Royal Harbor Partners
Texas
$27.8M +$279K +6,505 +1%
FCM
80
Fourpath Capital Management
Oklahoma
$27.7M +$6.94M +161,553 +34%
BW
81
BIP Wealth
Georgia
$27.5M +$26.8M +624,190 +12,360%
William Blair & Company
82
William Blair & Company
Illinois
$27.1M +$4.28M +99,721 +19%
CFD
83
Creative Financial Designs
Indiana
$27.1M -$659K -15,346 -2%
MWM
84
Modern Wealth Management
Kansas
$26.7M +$236K +5,488 +0.9%
SOS
85
Silver Oak Securities
Tennessee
$26.7M +$2.09M +48,665 +9%
EA
86
Ergawealth Advisors
Illinois
$26.3M +$1.03M +23,943 +4%
FSA
87
Financial Services Advisory
Maryland
$25.6M -$1.22M -28,379 -5%
OBWG
88
Onyx Bridge Wealth Group
New York
$25.4M +$5.72M +133,182 +30%
CSP
89
Cary Street Partners
Virginia
$25.2M +$5.2K +121 +0%
IFG
90
Independent Financial Group
California
$24.5M +$8.8M +204,915 +57%
VAS
91
Vestmark Advisory Solutions
Massachusetts
$24M +$1.36M +31,694 +6%
TFA
92
Teamwork Financial Advisors
Texas
$23.8M +$23.4M +545,485 New
CA
93
Capital Advantage
California
$23.3M +$305K +7,097 +1%
CWAF
94
Core Wealth Advisors (Florida)
Florida
$23.2M +$661K +15,393 +3%
PSCM
95
Per Stirling Capital Management
Texas
$23.1M +$12.8M +297,324 +128%
MLRA
96
Main Line Retirement Advisors
Montana
$22.2M -$337K -7,860 -2%
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$22.1M +$3.31M +77,040 +18%
KW
98
KWB Wealth
California
$21.9M +$8.55M +199,183 +66%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$21.7M +$458K +10,676 +2%
GVAG
100
Great Valley Advisor Group
Delaware
$21.7M +$1.2M +27,929 +6%