We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$4.21M +$2.21M +71,841 +124%
IWC
102
Integrated Wealth Concepts
Massachusetts
$4.21M +$711K +23,125 +22%
EFS
103
Essex Financial Services
Connecticut
$4.08M +$884K +28,765 +30%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$4.06M +$463K +15,074 +14%
SFG
105
Seamount Financial Group
Colorado
$4.06M +$566K +18,417 +17%
WWM
106
Western Wealth Management
Colorado
$3.99M +$2.52M +81,857 +201%
HP
107
Holistic Planning
Texas
$3.97M -$278K -9,056 -7%
SN
108
Sittner & Nelson
Oregon
$3.92M +$97.4K +3,171 +3%
CastleKeep Investment Advisors
109
CastleKeep Investment Advisors
Connecticut
$3.91M +$1.14M +37,049 +45%
HighTower Advisors
110
HighTower Advisors
Illinois
$3.85M -$1.99M -64,905 -35%
PS
111
Principal Securities
Iowa
$3.69M +$1.33M +43,200 +61%
BFA
112
Beacon Financial Advisory
Ohio
$3.6M +$319K +10,389 +10%
PA
113
Procyon Advisors
Connecticut
$3.59M +$2.93M +95,500 +641%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$3.57M +$1.58M +51,550 +88%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$3.56M +$2.72M +88,425 +419%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$3.45M +$1.75M +56,850 +115%
SW
117
Simplicity Wealth
New Jersey
$3.45M +$3.26M +106,079 New
OW
118
Olistico Wealth
Oklahoma
$3.41M +$469K +15,262 +17%
WC
119
Waterloo Capital
Texas
$3.33M +$207K +6,732 +7%
SWIM
120
Smallwood Wealth Investment Management
New Jersey
$3.3M +$25.7K +837 +0.8%
BFG
121
Bleakley Financial Group
New Jersey
$3.11M +$231K +7,512 +9%
PSCM
122
Per Stirling Capital Management
Texas
$3.08M +$141K +4,601 +5%
DFG
123
Delta Financial Group
New Jersey
$2.98M +$611K +19,878 +28%
SS
124
Sunbelt Securities
Texas
$2.94M +$730K +23,753 +36%
EH
125
Equitable Holdings
New York
$2.93M +$921K +29,971 +50%