We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$299K +$290K +12,659 New
BTWM
102
Baker Tilly Wealth Management
Wisconsin
$296K +$33.2K +1,450 +13%
CHJWM
103
Carlton Hofferkamp & Jenks Wealth Management
Texas
$294K +$272K +11,887 New
SIAS
104
Summit Investment Advisory Services
Minnesota
$288K +$280K +12,226 New
ME
105
McIlrath & Eck
Washington
$277K
IAIM
106
International Assets Investment Management
Florida
$277K +$269K +11,735 New
4WM
107
44 Wealth Management
Oregon
$272K +$264K +11,526 New
MWM
108
Meridian Wealth Management
Kentucky
$270K
AF
109
Allworth Financial
California
$249K +$146K +6,353 +151%
William Blair & Company
110
William Blair & Company
Illinois
$248K +$241K +10,523 New
LC
111
Lincoln Capital
Nebraska
$234K +$228K +9,927 New
AAS
112
Annex Advisory Services
Wisconsin
$234K +$227K +9,921 New
CIC
113
Carnegie Investment Counsel
Ohio
$221K +$215K +9,373 New
NA
114
NewEdge Advisors
Louisiana
$216K +$1.54M +67,163 +80%
TI
115
tru Independence
Oregon
$200K +$195K +8,488 New
CF
116
Centaurus Financial
California
$185K +$45.5K +1,983 +34%
HIA
117
Harbor Investment Advisory
Maryland
$146K +$87.1K +3,800 +158%
WWP
118
WR Wealth Planners
Missouri
$144K -$1.74K -76 -1%
DJSG
119
D.J. St. Germain
Massachusetts
$141K +$137K +5,976 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$120K +$60.1K +2,624 +105%
SWM
121
Spire Wealth Management
Virginia
$114K +$111K +4,840 New
FP
122
Financial Perspectives
Minnesota
$94.1K +$54.7K +2,386 +149%
IGWM
123
ICA Group Wealth Management
Colorado
$62K +$60.2K +2,627 New
CFD
124
Creative Financial Designs
Indiana
$53.2K +$5.8K +253 +13%
AF
125
Affiance Financial
Minnesota
$44.8K +$43.5K +1,900 New