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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Challenger Wealth Management
California
$11.1M +$11.5M +316,150 New
KCP
102
Kera Capital Partners
California
$11.1M +$11.5M +315,489 New
OIA
103
OneDigital Investment Advisors
Kansas
$10.9M +$126K +3,451 +1%
ALA
104
Atlas Legacy Advisors
California
$10.1M +$10.4M +286,769 New
BCWM
105
Ball & Co Wealth Management
Tennessee
$10.1M +$10.4M +286,738 New
SPC
106
Sigma Planning Corp
Michigan
$9.96M -$364K -10,010 -3%
CWA
107
Clearview Wealth Advisors
Oregon
$9.6M +$88.9K +2,442 +0.9%
KAS
108
KPP Advisory Services
Kentucky
$9.35M -$4.29K -118 -0%
AFA
109
AA Financial Advisors
Ohio
$9.18M +$643K +17,663 +7%
AL
110
ACAS LLC
California
$9.13M +$608K +16,698 +7%
QC
111
Quadrature Capital
United Kingdom
$9.02M +$9.31M +255,916 New
SMC
112
Smith, Moore & Co
Missouri
$8.81M +$1.68M +46,162 +23%
SNWA
113
Siligmueller & Norvid Wealth Advisors
Illinois
$8.45M +$8.72M +239,590 New
SPIA
114
Steward Partners Investment Advisory
New York
$8.44M +$987K +27,111 +13%
RWP
115
Ridgeline Wealth Planning
Ohio
$8.21M +$8.47M +232,837 New
PS
116
Principal Securities
Iowa
$8.02M +$1.12M +30,912 +16%
NFG
117
Nations Financial Group
Iowa
$7.87M +$7.27M +199,660 +850%
SFC
118
Swisher Financial Concepts
Ohio
$7.72M -$7.03M -193,172 -47%
JP Morgan Chase
119
JP Morgan Chase
New York
$7.7M +$172K +4,737 +2%
CIAS
120
CFS Investment Advisory Services
New Jersey
$7.69M +$34.2K +940 +0.4%
VWA
121
Visionary Wealth Advisors
Illinois
$7.59M -$673K -18,491 -8%
SEIA
122
Signature Estate & Investment Advisors
California
$7.36M +$488K +13,416 +7%
FAIM
123
Financial Advocates Investment Management
Washington
$7.29M -$260K -7,137 -3%
EH
124
Equitable Holdings
New York
$7.02M +$1.08M +29,667 +18%
IA
125
IAM Advisory
Pennsylvania
$6.93M +$7.15M +196,545 New