We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OMC
126
Old Mission Capital
Illinois
$506K -$1.63M -63,512 -77%
GLA
127
Good Life Advisors
Pennsylvania
$454K +$203K +7,904 +89%
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$441K +$419K +16,324 New
Creative Planning
129
Creative Planning
Kansas
$424K +$63.7K +2,478 +19%
SPIA
130
Steward Partners Investment Advisory
New York
$411K +$236K +9,167 +152%
LC
131
Lincoln Capital
Nebraska
$404K +$60.4K +2,352 +19%
SWMG
132
Signature Wealth Management Group
Georgia
$403K -$180 -7 -0%
NWMG
133
National Wealth Management Group
Ohio
$395K +$368K +14,310 New
AL
134
ACAS LLC
California
$392K +$372K +14,496 New
AAS
135
Avantax Advisory Services
Texas
$381K -$166K -6,468 -31%
TCWM
136
Total Clarity Wealth Management
Illinois
$371K +$106K +4,126 +43%
CA
137
Continuum Advisory
Idaho
$371K +$352K +13,703 New
CFA
138
CWS Financial Advisors
Michigan
$364K -$4.24K -165 -1%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$362K +$344K +13,398 New
CHJWM
140
Carlton Hofferkamp & Jenks Wealth Management
Texas
$357K +$15.6K +609 +5%
BTWM
141
Baker Tilly Wealth Management
Wisconsin
$352K +$12.2K +475 +4%
MSAM
142
Moloney Securities Asset Management
Missouri
$351K
CWP
143
Core Wealth Partners
California
$336K +$52.2K +2,032 +20%
William Blair & Company
144
William Blair & Company
Illinois
$328K
CFD
145
Creative Financial Designs
Indiana
$324K +$177K +6,893 +135%
ME
146
McIlrath & Eck
Washington
$318K
MWM
147
Meridian Wealth Management
Kentucky
$312K
CIC
148
Carnegie Investment Counsel
Ohio
$308K +$9.69K +377 +3%
NFG
149
Nations Financial Group
Iowa
$301K +$286K +11,120 New
AF
150
Allworth Financial
California
$295K +$8.99K +350 +3%