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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
101
Silvia McColl Wealth Management
California
$15M +$13.8M +380,357 New
KFG
102
Kropog Financial Group
Louisiana
$14.8M -$184K -5,076 -1%
FPL
103
Fortress Private Ledger
North Carolina
$14.7M -$466K -12,846 -3%
RA
104
Ruggaard & Associates
Ohio
$14.7M -$949K -26,180 -7%
FCM
105
Fourpath Capital Management
Oklahoma
$14.4M +$2.4M +66,162 +22%
OBWG
106
Onyx Bridge Wealth Group
New York
$13.9M +$8.19M +226,012 +180%
GWA
107
Gutierrez Wealth Advisory
Arkansas
$13.5M -$893K -24,627 -7%
KCP
108
Kera Capital Partners
California
$13.5M +$16.9K +465 +0.1%
SNWA
109
Siligmueller & Norvid Wealth Advisors
Illinois
$13.2M +$2.05M +56,443 +21%
TFS
110
Thoroughbred Financial Services
Tennessee
$12.7M +$6.31M +174,074 +118%
CW
111
Code Waechter
Florida
$12.6M +$5.53M +152,651 +92%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$12.5M -$9.52M -262,763 -45%
PA
113
PFG Advisors
Arizona
$12.1M +$6.25M +172,542 +128%
SA
114
Sovran Advisors
California
$12M +$3.53M +97,356 +48%
GLA
115
Good Life Advisors
Pennsylvania
$11.9M -$1.05M -29,031 -9%
FHC
116
First Heartland Consultants
Missouri
$11.8M +$2.14M +59,165 +25%
OIA
117
OneDigital Investment Advisors
Kansas
$11.8M -$115K -3,173 -1%
MFG
118
Merit Financial Group
Georgia
$11.8M +$2.58M +71,143 +31%
MMH
119
Menora Mivtachim Holdings
Israel
$11.8M +$3.75M +103,493 +53%
AL
120
ACAS LLC
California
$11.7M +$495K +13,666 +5%
SFC
121
Swisher Financial Concepts
Ohio
$11.6M -$542K -14,946 -5%
SMC
122
Smith, Moore & Co
Missouri
$11.4M -$118K -3,265 -1%
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$11.4M -$10.5M -290,961 -50%
FAIM
124
Financial Advocates Investment Management
Washington
$10.9M -$1.04M -28,720 -9%
KAS
125
KPP Advisory Services
Kentucky
$10.8M +$215K +5,935 +2%