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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
101
Thoroughbred Financial Services
Tennessee
$21.5M +$4.21M +98,160 +25%
CWM
102
Challenger Wealth Management
California
$21.2M +$356K +8,288 +2%
WTFG
103
Wood Tarver Financial Group
Idaho
$21M +$894K +20,829 +5%
IA
104
IFP Advisors
Florida
$20.9M +$1.39M +32,296 +7%
MWM
105
Mission Wealth Management
California
$20.1M +$9.43M +219,680 +92%
KWM
106
Kingsview Wealth Management
Oregon
$19.8M +$4.72M +110,016 +32%
AA
107
ACT Advisors
North Carolina
$19.6M +$152K +3,536 +0.8%
RA
108
RFG Advisory
Alabama
$18.8M +$12.6M +293,029 +213%
SMWM
109
Silvia McColl Wealth Management
California
$18.6M +$191K +4,455 +1%
PWM
110
Platt Wealth Management
California
$18.3M +$18M +420,280 New
HAG
111
HighPoint Advisor Group
Illinois
$18.3M +$18M +418,889 New
RW
112
Regimen Wealth
Georgia
$18.2M -$157K -3,665 -0.9%
BFA
113
Beacon Financial Advisory
Ohio
$18.2M +$677K +15,759 +4%
FFS
114
Forge Financial Services
Oklahoma
$18.1M +$526K +12,256 +3%
VVP
115
Venture Visionary Partners
Ohio
$18M +$1.55M +35,988 +10%
EW
116
Entruity Wealth
California
$17.8M +$3.01K +70 +0%
AWM
117
Apollon Wealth Management
South Carolina
$17.8M +$1.11M +25,919 +7%
VH
118
VVR Holdings
Washington
$17.8M +$17.5M +406,768 New
WWM
119
WJ Wealth Management
Arizona
$17.7M +$26.6K +620 +0.2%
SMC
120
Smith, Moore & Co
Missouri
$17.6M +$2.71M +62,998 +18%
JP Morgan Chase
121
JP Morgan Chase
New York
$17.6M +$5.23M +121,831 +43%
KCP
122
Kera Capital Partners
California
$17.4M -$221K -5,157 -1%
SFS
123
Sunrise Financial Services
Washington
$17.2M +$16.9M +393,444 New
KFG
124
Kropog Financial Group
Louisiana
$16.9M +$372K +8,662 +2%
DJSG
125
D.J. St. Germain
Massachusetts
$16.6M +$147K +3,420 +0.9%