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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
126
Lincoln Capital
Nebraska
$314K +$65K +2,656 +27%
BTWM
127
Baker Tilly Wealth Management
Wisconsin
$312K
CHJWM
128
Carlton Hofferkamp & Jenks Wealth Management
Texas
$310K +$9.89K +404 +3%
William Blair & Company
129
William Blair & Company
Illinois
$302K +$39.2K +1,600 +15%
ME
130
McIlrath & Eck
Washington
$294K +$710 +29 +0.2%
MWM
131
Meridian Wealth Management
Kentucky
$288K +$2.15K +88 +0.8%
HighTower Advisors
132
HighTower Advisors
Illinois
$277K +$272K +11,126 New
CIC
133
Carnegie Investment Counsel
Ohio
$274K +$39.7K +1,624 +17%
LA
134
Latitude Advisors
Florida
$269K +$264K +10,777 New
AF
135
Allworth Financial
California
$263K
CWP
136
Core Wealth Partners
California
$260K +$255K +10,407 New
TCWM
137
Total Clarity Wealth Management
Illinois
$239K +$235K +9,595 New
BCI
138
Brinker Capital Investments
Pennsylvania
$235K +$230K +9,416 New
OPS
139
Orion Portfolio Solutions
Nebraska
$235K +$230K +9,416 New
PTC
140
Private Trust Company
Ohio
$224K +$219K +8,965 New
TI
141
tru Independence
Oregon
$222K +$10.2K +415 +5%
JWCA
142
J.W. Cole Advisors
Florida
$222K +$218K +8,897 New
GLA
143
Good Life Advisors
Pennsylvania
$221K +$217K +8,872 New
WP
144
WealthSource Partners
California
$217K +$213K +8,710 New
SIS
145
Strategic Investment Solutions
Illinois
$213K +$209K +8,555 New
SFWC
146
Strategic Family Wealth Counselors
New Jersey
$207K +$203K +8,316 New
CF
147
Centaurus Financial
California
$195K
HIA
148
Harbor Investment Advisory
Maryland
$155K
WWP
149
WR Wealth Planners
Missouri
$153K
SPIA
150
Steward Partners Investment Advisory
New York
$151K +$145K +5,944 +5,944%