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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLRA
101
Main Line Retirement Advisors
Montana
$21.6M +$22K +496 +0.1%
GWM
102
Geneos Wealth Management
Colorado
$21.3M -$14.6M -328,004 -40%
KWM
103
Kingsview Wealth Management
Oregon
$20.8M +$1.48M +33,395 +7%
WTFG
104
Wood Tarver Financial Group
Idaho
$20.3M -$165K -3,709 -0.8%
CWM
105
Challenger Wealth Management
California
$20.2M -$523K -11,764 -2%
MWM
106
Mission Wealth Management
California
$19.8M +$224K +5,053 +1%
MWM
107
Modern Wealth Management
Kansas
$19.5M -$6.94M -156,299 -26%
SMWM
108
Silvia McColl Wealth Management
California
$19.3M +$1.24M +27,878 +7%
AA
109
ACT Advisors
North Carolina
$19.2M +$118K +2,656 +0.6%
CRW
110
Clarity Retirement & Wealth
Massachusetts
$19.2M +$4.5M +101,224 +29%
AWM
111
Apollon Wealth Management
South Carolina
$19M +$1.73M +38,920 +10%
HAG
112
HighPoint Advisor Group
Illinois
$18.9M +$1.11M +24,998 +6%
AIM
113
Advyzon Investment Management
Illinois
$18.7M +$17M +382,695 +659%
SFS
114
Sunrise Financial Services
Washington
$18.7M +$2.09M +46,939 +12%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$18.6M +$9.02M +203,024 +86%
CWA
116
CJM Wealth Advisers
Virginia
$18.6M +$4.66M +104,892 +32%
SMC
117
Smith, Moore & Co
Missouri
$18.4M +$1.28M +28,719 +7%
EW
118
Entruity Wealth
California
$18.2M +$896K +20,160 +5%
BFA
119
Beacon Financial Advisory
Ohio
$18.2M +$466K +10,483 +3%
VH
120
VVR Holdings
Washington
$18.1M +$826K +18,589 +5%
SPWG
121
Sage Private Wealth Group
Illinois
$17.9M +$18.7M +421,281 New
VVP
122
Venture Visionary Partners
Ohio
$17.8M +$374K +8,419 +2%
PWM
123
Platt Wealth Management
California
$17.8M -$89.1K -2,006 -0.5%
SPC
124
Sigma Planning Corp
Michigan
$17.5M +$5.82M +130,999 +47%
WWM
125
WJ Wealth Management
Arizona
$17.4M +$173K +3,886 +1%