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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
101
Smallwood Wealth Investment Management
New Jersey
$3.01M +$136K +4,928 +5%
BFA
102
Beacon Financial Advisory
Ohio
$3M +$622K +22,551 +29%
EFS
103
Essex Financial Services
Connecticut
$2.89M +$291K +10,551 +12%
WC
104
Waterloo Capital
Texas
$2.86M +$57.7K +2,092 +2%
PSCM
105
Per Stirling Capital Management
Texas
$2.69M +$713K +25,872 +40%
AF
106
Affiance Financial
Minnesota
$2.69M +$841K +30,514 +51%
OW
107
Olistico Wealth
Oklahoma
$2.68M +$986K +35,751 +66%
BFG
108
Bleakley Financial Group
New Jersey
$2.63M +$370K +13,428 +18%
SS
109
Simplicity Solutions
Minnesota
$2.63M +$370K +13,428 +18%
CastleKeep Investment Advisors
110
CastleKeep Investment Advisors
Connecticut
$2.48M +$2.29M +83,198 New
BWL
111
Bogart Wealth LLC
Virginia
$2.43M +$204K +7,383 +10%
LWM
112
Lodestone Wealth Management
Washington
$2.4M +$149K +5,396 +7%
AF
113
Advisornet Financial
Minnesota
$2.39M -$162K -5,889 -7%
AL
114
ACAS LLC
California
$2.33M +$1.28M +46,594 +149%
AI
115
Atria Investments
North Carolina
$2.3M -$467K -16,936 -18%
CFGS
116
Concourse Financial Group Securities
Alabama
$2.29M +$195K +7,068 +10%
LPAM
117
Lodestar Private Asset Management
California
$2.24M +$1.31M +47,612 +174%
AFM
118
Armstrong Fleming & Moore
District of Columbia
$2.19M +$690K +25,018 +52%
DFG
119
Delta Financial Group
New Jersey
$2.15M +$389K +14,108 +24%
BWM
120
BlackDiamond Wealth Management
New York
$2.15M +$1.96M +71,216 New
CWC
121
Carolinas Wealth Consulting
North Carolina
$2.12M +$210K +7,601 +12%
PS
122
Principal Securities
Iowa
$2.1M +$1.94M +70,321 New
LWM
123
LongView Wealth Management
Georgia
$2.08M +$1.93M +70,009 New
AFP
124
Ausdal Financial Partners
Iowa
$2.05M +$1M +36,349 +113%
SS
125
Sunbelt Securities
Texas
$1.99M +$1.66M +60,279 +933%