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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NS
151
NBC Securities
Alabama
$632K +$654K +23,901 New
DAS
152
Dynamic Advisor Solutions
Arizona
$617K +$638K +23,321 New
CFD
153
Creative Financial Designs
Indiana
$613K +$305K +11,161 +93%
BPC
154
Banque Pictet & Cie
Switzerland
$568K
ACI
155
Alpha Cubed Investments
California
$562K +$13.7K +500 +2%
TWM
156
Tradition Wealth Management
Minnesota
$558K +$3.25K +119 +0.6%
PCIA
157
Prime Capital Investment Advisors
Kansas
$550K
SWP
158
Semus Wealth Partners
Florida
$527K +$545K +19,910 New
KPWS
159
Kestra Private Wealth Services
Texas
$510K +$527K +19,275 New
SMC
160
Smith, Moore & Co
Missouri
$474K +$260K +9,501 +113%
PA
161
Procyon Advisors
Connecticut
$472K -$24.6K -900 -5%
KWM
162
Kingsview Wealth Management
Oregon
$467K +$483K +17,659 New
TRCT
163
Tower Research Capital (TRC)
New York
$462K +$478K +17,468 New
LA
164
Latitude Advisors
Florida
$456K +$176K +6,450 +60%
HAIM
165
Hunter Associates Investment Management
Pennsylvania
$452K +$468K +17,100 New
BTWM
166
Baker Tilly Wealth Management
Wisconsin
$434K +$93K +3,400 +26%
AG
167
Ascent Group
Virginia
$429K +$212K +7,764 +94%
LC
168
Lincoln Capital
Nebraska
$424K +$29.2K +1,067 +7%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$421K +$277K +10,130 +175%
AIP
170
Almanack Investment Partners
Pennsylvania
$418K +$432K +15,779 New
TCWM
171
Total Clarity Wealth Management
Illinois
$404K +$41.8K +1,528 +11%
Creative Planning
172
Creative Planning
Kansas
$391K -$25.4K -930 -6%
NWMG
173
National Wealth Management Group
Ohio
$378K -$520 -19 -0.1%
MWM
174
Meridian Wealth Management
Kentucky
$377K +$73.5K +2,689 +23%
CHJWM
175
Carlton Hofferkamp & Jenks Wealth Management
Texas
$362K +$28K +1,023 +8%