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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
Capital Advantage
California
$26.6M +$116K +2,465 +0.5%
PSCM
102
Per Stirling Capital Management
Texas
$26.4M +$967K +20,528 +4%
BPA
103
Beacon Pointe Advisors
California
$26.2M +$7.02M +149,056 +39%
AIM
104
Advyzon Investment Management
Illinois
$26.1M +$4.22M +89,524 +20%
CFD
105
Creative Financial Designs
Indiana
$25.6M -$1.62M -34,375 -6%
GWM
106
Geneos Wealth Management
Colorado
$25.6M +$917K +19,482 +4%
MLRA
107
Main Line Retirement Advisors
Montana
$25M -$76.6K -1,627 -0.3%
MWM
108
Mission Wealth Management
California
$25M +$1.98M +42,103 +9%
MA
109
Mutual Advisors
Nebraska
$24.8M +$4.62M +98,202 +24%
KWM
110
Kingsview Wealth Management
Oregon
$24.8M +$683K +14,503 +3%
WTFG
111
Wood Tarver Financial Group
Idaho
$24.7M +$1.16M +24,611 +5%
CWA
112
CJM Wealth Advisers
Virginia
$24.6M +$2.91M +61,812 +14%
MWA
113
Meridian Wealth Advisors
Texas
$23.5M +$22M +468,133 +5,593%
AWM
114
Apollon Wealth Management
South Carolina
$23.2M +$1.17M +24,914 +6%
SFS
115
Sunrise Financial Services
Washington
$23.2M +$1.43M +30,302 +7%
CWM
116
Challenger Wealth Management
California
$23.1M -$251K -5,327 -1%
AA
117
ACT Advisors
North Carolina
$23.1M +$764K +16,233 +4%
SPC
118
Sigma Planning Corp
Michigan
$22.9M +$2.48M +52,770 +13%
SMC
119
Smith, Moore & Co
Missouri
$22.7M +$1.27M +26,975 +6%
VVP
120
Venture Visionary Partners
Ohio
$22.5M +$1.74M +37,002 +9%
CFG
121
Compton Financial Group
Maryland
$22.5M +$11.9M +253,326 +125%
MWM
122
Modern Wealth Management
Kansas
$22.4M -$37.3K -792 -0.2%
CHIA
123
Copper Harbor Investment Advisors
Wisconsin
$22.1M +$21.2M +449,239 New
CRW
124
Clarity Retirement & Wealth
Massachusetts
$22.1M -$124K -2,634 -0.6%
BFA
125
Beacon Financial Advisory
Ohio
$22M +$912K +19,364 +5%
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