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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
101
Entruity Wealth
California
$17.2M +$473K +11,518 +3%
FFS
102
Forge Financial Services
Oklahoma
$17.1M +$255K +6,199 +2%
BFA
103
Beacon Financial Advisory
Ohio
$16.9M +$375K +9,118 +2%
TFS
104
Thoroughbred Financial Services
Tennessee
$16.6M +$3M +72,974 +23%
KCP
105
Kera Capital Partners
California
$16.5M +$2.11M +51,313 +15%
AWM
106
Apollon Wealth Management
South Carolina
$16M +$7.19M +174,896 +85%
KFG
107
Kropog Financial Group
Louisiana
$15.9M +$183K +4,448 +1%
DJSG
108
D.J. St. Germain
Massachusetts
$15.9M -$171K -4,171 -1%
FPL
109
Fortress Private Ledger
North Carolina
$15.8M +$122K +2,980 +0.8%
VVP
110
Venture Visionary Partners
Ohio
$15.8M +$14.4M +350,946 +1,462%
RA
111
Ruggaard & Associates
Ohio
$15.7M +$100K +2,437 +0.7%
DIM
112
Delta Investment Management
California
$15.7M -$304K -7,385 -2%
SA
113
Sovran Advisors
California
$15.6M +$2.77M +67,327 +22%
IFG
114
Independent Financial Group
California
$15M +$9.45M +229,941 +181%
GWA
115
Gutierrez Wealth Advisory
Arkansas
$14.5M +$125K +3,048 +0.9%
KWM
116
Kingsview Wealth Management
Oregon
$14.5M +$8.82M +214,474 +165%
SMC
117
Smith, Moore & Co
Missouri
$14.3M +$2.21M +53,651 +19%
PA
118
PFG Advisors
Arizona
$14.2M +$1.26M +30,678 +10%
FHC
119
First Heartland Consultants
Missouri
$13.4M +$813K +19,778 +7%
VWA
120
Visionary Wealth Advisors
Illinois
$13.3M +$2.38M +57,928 +22%
MMH
121
Menora Mivtachim Holdings
Israel
$13.1M +$508K +12,372 +4%
OIA
122
OneDigital Investment Advisors
Kansas
$12.3M -$255K -6,204 -2%
KFS
123
Kaizen Financial Strategies
California
$12.3M +$1.76M +42,826 +17%
HTWM
124
Hartmann Taylor Wealth Management
Texas
$12.1M +$1.1M +26,712 +10%
CW
125
Code Waechter
Florida
$12M -$1.3M -31,529 -10%
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