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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
101
Financial Advocates Investment Management
Washington
$10.9M +$3.6M +98,995 +48%
OIA
102
OneDigital Investment Advisors
Kansas
$10.8M -$206K -5,672 -2%
FCM
103
Fourpath Capital Management
Oklahoma
$10.7M -$3.5M -96,439 -24%
SMC
104
Smith, Moore & Co
Missouri
$10.4M +$1.48M +40,847 +16%
EH
105
Equitable Holdings
New York
$10.1M +$3.09M +85,157 +43%
SPC
106
Sigma Planning Corp
Michigan
$9.68M -$397K -10,939 -4%
SNWA
107
Siligmueller & Norvid Wealth Advisors
Illinois
$9.63M +$1.05M +29,026 +12%
AL
108
ACAS LLC
California
$9.55M +$880K +24,218 +10%
KAS
109
KPP Advisory Services
Kentucky
$9.52M +$72.1K +1,986 +0.7%
HTWM
110
Hartmann Taylor Wealth Management
Texas
$9.48M +$9.66M +266,019 New
FSA
111
Financial Services Advisory
Maryland
$9.37M -$11.8M -325,075 -55%
GVAG
112
Great Valley Advisor Group
Delaware
$9.29M +$7.29M +200,652 +335%
CWA
113
Clearview Wealth Advisors
Oregon
$9.27M -$441K -12,136 -4%
CWAF
114
Core Wealth Advisors (Florida)
Florida
$8.95M +$9.12M +251,125 New
SPIA
115
Steward Partners Investment Advisory
New York
$8.67M +$144K +3,955 +2%
RWP
116
Ridgeline Wealth Planning
Ohio
$8.56M +$269K +7,412 +3%
FHC
117
First Heartland Consultants
Missouri
$8.56M +$6.64M +182,774 +319%
KFS
118
Kaizen Financial Strategies
California
$8.36M +$4.67M +128,672 +121%
NFG
119
Nations Financial Group
Iowa
$8.33M +$380K +10,463 +5%
MFG
120
Merit Financial Group
Georgia
$8.12M -$6.3M -173,566 -43%
TWP
121
Tempus Wealth Planning
California
$8.04M +$1.75M +48,145 +27%
PS
122
Principal Securities
Iowa
$8.02M
BWG
123
Beta Wealth Group
California
$8.01M +$8.16M +224,686 New
Marshall Wace
124
Marshall Wace
United Kingdom
$7.84M +$7.99M +220,012 New
EFS
125
Essex Financial Services
Connecticut
$7.83M +$974K +26,806 +14%