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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSA
76
Wealth Science Advisors
Georgia
$28.2M
BW
77
BIP Wealth
Georgia
$28M +$1.33M +29,944 +5%
AWM
78
Avaii Wealth Management
Wisconsin
$27.6M -$1.85M -41,554 -6%
BCI
79
Brinker Capital Investments
Pennsylvania
$27.5M +$351K +7,891 +1%
PWA
80
PCG Wealth Advisors
Kansas
$27.5M +$22.6M +508,909 +368%
SOS
81
Silver Oak Securities
Tennessee
$27.5M +$1.72M +38,754 +6%
RHP
82
Royal Harbor Partners
Texas
$27M -$107K -2,413 -0.4%
EA
83
Ergawealth Advisors
Illinois
$27M +$1.39M +31,263 +5%
GVAG
84
Great Valley Advisor Group
Delaware
$26.9M +$6.07M +136,598 +28%
IFG
85
Independent Financial Group
California
$26.9M +$3.14M +70,745 +13%
IA
86
IFP Advisors
Florida
$26.9M +$6.79M +152,778 +32%
MWP
87
Madison Wealth Partners
Wisconsin
$26.3M +$27.5M +619,085 New
OBWG
88
Onyx Bridge Wealth Group
New York
$26.2M +$1.5M +33,764 +6%
VAS
89
Vestmark Advisory Solutions
Massachusetts
$26M +$2.77M +62,404 +11%
CSP
90
Cary Street Partners
Virginia
$23.8M -$795K -17,899 -3%
CWAF
91
Core Wealth Advisors (Florida)
Florida
$23.7M +$1.11M +25,022 +5%
CFD
92
Creative Financial Designs
Indiana
$23.6M -$2.91M -65,437 -11%
TFS
93
Thoroughbred Financial Services
Tennessee
$23.4M +$2.59M +58,185 +12%
TFA
94
Teamwork Financial Advisors
Texas
$23.2M -$42.4K -955 -0.2%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$23M +$1.45M +32,684 +6%
CA
96
Capital Advantage
California
$22.8M +$112K +2,518 +0.5%
JP Morgan Chase
97
JP Morgan Chase
New York
$22.8M +$6.48M +145,778 +36%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$22.3M +$1.2M +27,105 +5%
PSCM
99
Per Stirling Capital Management
Texas
$21.9M -$619K -13,931 -3%
KW
100
KWB Wealth
California
$21.8M -$89.4K -2,013 -0.4%