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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$1.82M +$291K +9,478 +20%
AF
152
Allworth Financial
California
$1.81M +$1.37M +44,620 +405%
CIC
153
Carnegie Investment Counsel
Ohio
$1.78M +$122K +3,976 +8%
Cerity Partners
154
Cerity Partners
New York
$1.77M +$205K +6,673 +14%
CFG
155
Cooper Financial Group
California
$1.77M +$1.67M +54,452 New
GS
156
GTS Securities
Florida
$1.74M +$1.65M +53,628 New
BPFA
157
Barnes Pettey Financial Advisors
Mississippi
$1.71M -$3.1K -101 -0.2%
DAS
158
Dynamic Advisor Solutions
Arizona
$1.7M +$659K +21,440 +69%
IFG
159
Independent Financial Group
California
$1.69M +$172K +5,587 +12%
WA
160
WESPAC Advisors
California
$1.66M +$184K +5,997 +13%
MWM
161
Modern Wealth Management
Kansas
$1.66M +$1.57M +50,985 New
WIP
162
WealthCare Investment Partners
Rhode Island
$1.63M -$6.15K -200 -0.4%
KCIC
163
Kuhn & Co Investment Counsel
Illinois
$1.59M +$213K +6,947 +17%
CCFM
164
Clear Creek Financial Management
Washington
$1.52M +$1.43M +46,695 New
AI
165
Atria Investments
North Carolina
$1.5M -$955K -31,069 -40%
PGFC
166
Peapack-Gladstone Financial Corp
New Jersey
$1.48M -$2.46K -80 -0.2%
BL
167
Balentine LLC
Georgia
$1.41M +$1.33M +43,243 New
OL
168
Owen LaRue
Kentucky
$1.39M +$157K +5,119 +14%
CP
169
Capital Planning
Washington
$1.37M +$32.3K +1,050 +3%
SWM
170
Spire Wealth Management
Virginia
$1.31M +$60.9K +1,982 +5%
LF
171
Lantz Financial
Illinois
$1.29M +$11.5K +373 +0.9%
WIA
172
World Investment Advisors
California
$1.26M +$364K +11,844 +44%
AIP
173
Ameritas Investment Partners
Nebraska
$1.25M +$1.18M +38,315 New
CPA
174
Clear Point Advisors
New York
$1.21M +$17.9K +583 +2%
PA
175
PFG Advisors
Arizona
$1.18M +$238K +7,735 +27%