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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$1.01M +$111K +4,316 +13%
LF
102
Lantz Financial
Illinois
$1M +$111K +4,328 +13%
IFG
103
Independent Financial Group
California
$947K +$110K +4,294 +14%
FFS
104
Founders Financial Securities
Maryland
$941K +$227K +8,844 +34%
IWC
105
Integrated Wealth Concepts
Massachusetts
$917K +$179K +6,949 +26%
BAM
106
Belpointe Asset Management
Nevada
$899K -$1.45M -56,405 -63%
CAS
107
Coppell Advisory Solutions
Texas
$891K -$45.6K -1,773 -5%
BPFA
108
Barnes Pettey Financial Advisors
Mississippi
$875K +$5.32K +207 +0.6%
FEM
109
Fulcrum Equity Management
Texas
$872K -$342K -13,297 -29%
LGWM
110
Litman Gregory Wealth Management
California
$852K +$810K +31,520 New
WIP
111
WealthCare Investment Partners
Rhode Island
$848K -$719 -28 -0.1%
CA
112
CapWealth Advisors
Tennessee
$789K -$25.4K -989 -3%
FHC
113
First Heartland Consultants
Missouri
$781K
PFA
114
Professional Financial Advisors
Nebraska
$747K +$710K +27,636 New
DC
115
Davenport & Co
Virginia
$742K +$705K +27,458 New
NL
116
NWAM LLC
Washington
$729K +$103 +4 +0%
PA
117
PFG Advisors
Arizona
$644K +$158K +6,150 +35%
SWM
118
Spire Wealth Management
Virginia
$625K +$5.81K +226 +1%
BPC
119
Banque Pictet & Cie
Switzerland
$581K
EWA
120
EverSource Wealth Advisors
Alabama
$574K +$43.3K +1,686 +9%
TWM
121
Tradition Wealth Management
Minnesota
$567K +$29K +1,129 +6%
PCIA
122
Prime Capital Investment Advisors
Kansas
$562K +$59K +2,295 +12%
ACI
123
Alpha Cubed Investments
California
$561K +$533K +20,744 New
Capital International Investors
124
Capital International Investors
California
$541K
PA
125
Procyon Advisors
Connecticut
$506K +$128 +5 +0%