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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
151
Creative Financial Designs
Indiana
$127K +$69.7K +2,850 +126%
Morgan Stanley
152
Morgan Stanley
New York
$113K +$74.4K +3,041 +203%
FP
153
Financial Perspectives
Minnesota
$108K +$8.2K +335 +8%
IGWM
154
ICA Group Wealth Management
Colorado
$65.5K
GWSG
155
GPS Wealth Strategies Group
Colorado
$53.4K +$52.4K +2,140 New
WAS
156
Winch Advisory Services
Wisconsin
$51K +$50.2K +2,051 New
LFG
157
Larson Financial Group
Missouri
$45.8K +$19.6K +800 +77%
CC
158
Cypress Capital
Tennessee
$42.2K +$41.4K +1,691 New
FIA
159
FNY Investment Advisers
New York
$22K +$22K +900 New
JFG
160
JDM Financial Group
Texas
$10.8K +$1.37K +56 +15%
CIP
161
Cornerstone Investment Partners
Georgia
-$1.48M -62,933 Closed
LGWM
162
Litman Gregory Wealth Management
California
-$729K -30,900 Closed
FC
163
Financial Council
Maryland
-$370K -15,697 Closed
Bank of New York Mellon
164
Bank of New York Mellon
New York
-$299K -12,659 Closed
IAIM
165
International Assets Investment Management
Florida
-$277K -11,735 Closed
4WM
166
44 Wealth Management
Oregon
-$272K -11,526 Closed
AAS
167
Annex Advisory Services
Wisconsin
-$234K -9,921 Closed
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
-$120K -5,124 Closed
MCC
169
Money Concepts Capital
Florida
-$28.2K -1,194 Closed
FA
170
Fiduciary Alliance
South Carolina
-$18.6K -790 Closed
HNWAG
171
High Net Worth Advisory Group
Florida
-$11.9K -505 Closed
Fidelity Investments
172
Fidelity Investments
Massachusetts
-$8.02K -340 Closed