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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
101
Founders Financial Securities
Maryland
$648K +$262K +10,700 +70%
IA
102
IFP Advisors
Florida
$641K +$287K +11,739 +82%
IWM
103
Iams Wealth Management
Nebraska
$631K +$625K +25,545 New
SWM
104
Spire Wealth Management
Virginia
$571K +$442K +18,058 +373%
Renaissance Technologies
105
Renaissance Technologies
New York
$539K +$529K +21,600 New
BPC
106
Banque Pictet & Cie
Switzerland
$535K +$525K +21,469 New
AAS
107
Avantax Advisory Services
Texas
$513K -$183K -7,465 -27%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$511K +$169K +6,900 +51%
Capital International Investors
109
Capital International Investors
California
$499K -$489K -20,000 -50%
TWM
110
Tradition Wealth Management
Minnesota
$494K +$462K +18,863 +1,957%
SG
111
Stonnington Group
California
$493K
EWA
112
EverSource Wealth Advisors
Alabama
$487K +$137K +5,617 +40%
PA
113
Procyon Advisors
Connecticut
$467K +$2.62K +107 +0.6%
PCIA
114
Prime Capital Investment Advisors
Kansas
$461K +$453K +18,500 New
PA
115
PFG Advisors
Arizona
$441K
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$417K +$410K +16,737 New
LWM
117
Lodestone Wealth Management
Washington
$409K -$206K -8,423 -34%
BFA
118
Beacon Financial Advisory
Ohio
$386K +$379K +15,468 New
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$374K +$367K +14,982 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$373K +$366K +14,954 New
SWMG
121
Signature Wealth Management Group
Georgia
$372K -$7.93K -324 -2%
CFA
122
CWS Financial Advisors
Michigan
$339K +$333K +13,610 New
Creative Planning
123
Creative Planning
Kansas
$329K +$323K +13,205 New
AG
124
Ascent Group
Virginia
$325K
MSAM
125
Moloney Securities Asset Management
Missouri
$324K +$1.22K +50 +0.4%