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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$3.6M +$1.64M +50,361 +91%
SS
127
Sunbelt Securities
Texas
$3.54M +$546K +16,759 +19%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$3.54M +$627K +19,236 +22%
WC
129
Waterloo Capital
Texas
$3.45M +$68.1K +2,090 +2%
SWIM
130
Smallwood Wealth Investment Management
New Jersey
$3.44M +$84.4K +2,592 +3%
AF
131
Advisornet Financial
Minnesota
$3.39M +$619K +19,012 +23%
LWM
132
LongView Wealth Management
Georgia
$3.35M +$804K +24,687 +32%
FFS
133
Founders Financial Securities
Maryland
$3.25M +$647K +19,847 +25%
BFG
134
Bleakley Financial Group
New Jersey
$3.24M +$83.2K +2,554 +3%
MOS
135
MGO One Seven
Ohio
$3.22M +$3.18M +97,650 New
AFM
136
Armstrong Fleming & Moore
District of Columbia
$3.11M +$330K +10,127 +12%
PSCM
137
Per Stirling Capital Management
Texas
$3.07M -$59K -1,811 -2%
LWM
138
Lodestone Wealth Management
Washington
$2.98M +$121K +3,716 +4%
CC
139
Cypress Capital
Tennessee
$2.95M +$1.8M +55,277 +161%
BWM
140
BlackDiamond Wealth Management
New York
$2.94M +$59.4K +1,824 +2%
AF
141
Affiance Financial
Minnesota
$2.9M +$76.5K +2,349 +3%
BFA
142
Bill Few Associates
Pennsylvania
$2.89M +$806K +24,724 +39%
RIL
143
Rothschild Investment LLC
Illinois
$2.86M +$572K +17,550 +25%
CFG
144
Cooper Financial Group
California
$2.76M +$948K +29,084 +53%
AFP
145
Ausdal Financial Partners
Iowa
$2.65M +$256K +7,853 +11%
PGFC
146
Peapack-Gladstone Financial Corp
New Jersey
$2.65M +$1.12M +34,520 +76%
LPAM
147
Lodestar Private Asset Management
California
$2.6M +$32.3K +990 +1%
KFS
148
Kaizen Financial Strategies
California
$2.55M +$2.38M +73,178 New
CCFM
149
Clear Creek Financial Management
Washington
$2.51M +$958K +29,399 +63%
FLPIM
150
F.L. Putnam Investment Management
Massachusetts
$2.5M +$2.47M +75,802 New