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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
151
Capital Planning
Washington
$1.22M -$55.8K -2,025 -5%
WWM
152
Western Wealth Management
Colorado
$1.22M +$1.13M +40,813 New
LF
153
Lantz Financial
Illinois
$1.18M +$73.5K +2,667 +7%
SWM
154
Spire Wealth Management
Virginia
$1.15M +$314K +11,379 +42%
CIS
155
Continental Investors Services
Washington
$1.13M -$63.1K -2,290 -6%
OL
156
Owen LaRue
Kentucky
$1.12M +$1.03M +37,528 New
CPA
157
Clear Point Advisors
New York
$1.1M +$1.01M +36,517 New
PAS
158
Park Avenue Securities
New York
$1.01M +$85.6K +3,104 +10%
LGWM
159
Litman Gregory Wealth Management
California
$997K +$52.4K +1,900 +6%
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$980K +$241K +8,722 +36%
DAS
161
Dynamic Advisor Solutions
Arizona
$914K +$212K +7,675 +33%
NL
162
NWAM LLC
Washington
$893K +$331 +12 +0%
FHC
163
First Heartland Consultants
Missouri
$862K – – –
CA
164
CapWealth Advisors
Tennessee
$854K -$12.4K -450 -2%
PA
165
PFG Advisors
Arizona
$854K -$3.03K -110 -0.4%
BAM
166
Belpointe Asset Management
Nevada
$831K -$137K -4,974 -15%
PFA
167
Professional Financial Advisors
Nebraska
$818K -$5.93K -215 -0.8%
CAM
168
Cozad Asset Management
Illinois
$801K +$410K +14,850 +124%
WIA
169
World Investment Advisors
California
$800K +$739K +26,816 New
NS
170
NBC Securities
Alabama
$783K +$64.5K +2,339 +10%
KPWS
171
Kestra Private Wealth Services
Texas
$779K +$189K +6,843 +36%
SFO
172
Stokes Family Office
Louisiana
$770K +$5.93K +215 +0.8%
TWM
173
Tradition Wealth Management
Minnesota
$688K +$55.3K +2,005 +10%
SWP
174
Semus Wealth Partners
Florida
$670K +$69.7K +2,529 +13%
GFG
175
Goldstone Financial Group
Illinois
$669K +$618K +22,425 New
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