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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
151
Latitude Advisors
Florida
$291K
JWCA
152
J.W. Cole Advisors
Florida
$256K +$15K +584 +7%
PTC
153
Private Trust Company
Ohio
$242K
TI
154
tru Independence
Oregon
$241K +$411 +16 +0.2%
WP
155
WealthSource Partners
California
$236K
AG
156
Ascent Group
Virginia
$230K -$123K -4,771 -37%
SMC
157
Smith, Moore & Co
Missouri
$227K +$216K +8,405 New
SFWC
158
Strategic Family Wealth Counselors
New Jersey
$225K
BCI
159
Brinker Capital Investments
Pennsylvania
$224K -$29K -1,129 -12%
OPS
160
Orion Portfolio Solutions
Nebraska
$224K -$29K -1,129 -12%
CIAS
161
CFS Investment Advisory Services
New Jersey
$213K +$203K +7,892 New
TFS
162
Thoroughbred Financial Services
Tennessee
$211K +$201K +7,824 New
FC
163
Financial Council
Maryland
$205K +$195K +7,583 New
WWP
164
WR Wealth Planners
Missouri
$191K +$24.4K +950 +16%
HIA
165
Harbor Investment Advisory
Maryland
$168K
BC
166
Barrett & Company
Rhode Island
$164K +$155K +6,050 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$157K +$149K +5,791 New
Morgan Stanley
168
Morgan Stanley
New York
$153K +$28.3K +1,103 +24%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$142K +$135K +5,256 New
FP
170
Financial Perspectives
Minnesota
$117K +$308 +12 +0.3%
IGWM
171
ICA Group Wealth Management
Colorado
$90.3K +$18.3K +714 +27%
SIS
172
Strategic Investment Solutions
Illinois
$83.3K -$136K -5,300 -62%
LFG
173
Larson Financial Group
Missouri
$76.7K +$25.7K +1,000 +54%
GWSG
174
GPS Wealth Strategies Group
Colorado
$57.9K
WAS
175
Winch Advisory Services
Wisconsin
$55K