We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$2.82M +$2.41M +78,418 +925%
LWM
127
Lodestone Wealth Management
Washington
$2.81M +$186K +6,052 +8%
AF
128
Affiance Financial
Minnesota
$2.78M -$142K -4,625 -5%
BWM
129
BlackDiamond Wealth Management
New York
$2.76M +$423K +13,775 +19%
SPIA
130
Steward Partners Investment Advisory
New York
$2.75M +$1.33M +43,162 +104%
AFM
131
Armstrong Fleming & Moore
District of Columbia
$2.74M +$329K +10,712 +15%
AF
132
Advisornet Financial
Minnesota
$2.72M +$111K +3,606 +4%
CFGS
133
Concourse Financial Group Securities
Alabama
$2.7M +$186K +6,039 +8%
FFS
134
Founders Financial Securities
Maryland
$2.56M +$481K +15,637 +25%
LPAM
135
Lodestar Private Asset Management
California
$2.53M +$86.8K +2,824 +4%
LWM
136
LongView Wealth Management
Georgia
$2.5M +$214K +6,950 +10%
AFP
137
Ausdal Financial Partners
Iowa
$2.36M +$121K +3,947 +6%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$2.3M +$1.74M +56,720 +408%
SWM
139
Silverlake Wealth Management
Vermont
$2.26M +$327K +10,653 +18%
RIL
140
Rothschild Investment LLC
Illinois
$2.25M +$757K +24,621 +55%
CWC
141
Carolinas Wealth Consulting
North Carolina
$2.18M -$126K -4,113 -6%
Millennium Management
142
Millennium Management
New York
$2.13M +$1.58M +51,557 +370%
DC
143
Davenport & Co
Virginia
$2.13M +$130K +4,231 +7%
PWA
144
Pillar Wealth Advisors
Pennsylvania
$2.05M +$56.9K +1,850 +3%
CA
145
Carson Advisory
Georgia
$2.05M +$72.5K +2,360 +4%
OC
146
Oppenheimer & Co
New York
$2.04M +$151K +4,905 +8%
BFA
147
Bill Few Associates
Pennsylvania
$2.04M +$106K +3,465 +6%
MA
148
Mutual Advisors
Nebraska
$1.99M -$1.79M -58,398 -49%
KAS
149
KPP Advisory Services
Kentucky
$1.95M +$1.85M +60,107 New
Renaissance Technologies
150
Renaissance Technologies
New York
$1.84M -$4.52M -147,200 -72%