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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modern Wealth Management
Kansas
$2.5M +$803K +24,643 +48%
MIAS
152
Mason Investment Advisory Services
Virginia
$2.43M +$1.39M +42,726 +138%
DC
153
Davenport & Co
Virginia
$2.4M +$243K +7,460 +11%
OC
154
Oppenheimer & Co
New York
$2.39M +$310K +9,511 +15%
IFG
155
Independent Financial Group
California
$2.31M +$592K +18,185 +35%
SWM
156
Silverlake Wealth Management
Vermont
$2.3M +$6.45K +198 +0.3%
OAS
157
Optivise Advisory Services
Tennessee
$2.27M +$2.24M +68,870 New
PA
158
PFG Advisors
Arizona
$2.21M +$996K +30,579 +84%
CWC
159
Carolinas Wealth Consulting
North Carolina
$2.18M -$32.5K -999 -1%
CA
160
Carson Advisory
Georgia
$2.15M +$65.6K +2,013 +3%
WIA
161
World Investment Advisors
California
$2.15M +$859K +26,371 +68%
ATS
162
Ashton Thomas Securities
New York
$2.03M +$1.98M +60,729 New
MFG
163
Magnus Financial Group
New York
$2.02M +$1.6M +49,189 +407%
AI
164
Atria Investments
North Carolina
$2M +$474K +14,542 +32%
EWA
165
EverSource Wealth Advisors
Alabama
$1.99M -$23K -705 -1%
CAS
166
Coppell Advisory Solutions
Texas
$1.94M +$1.92M +58,855 New
TW
167
Transform Wealth
Colorado
$1.93M +$1.9M +58,242 New
Cerity Partners
168
Cerity Partners
New York
$1.8M +$2.87K +88 +0.2%
Marshall Wace
169
Marshall Wace
United Kingdom
$1.79M +$1.77M +54,212 New
EA
170
Everpar Advisors
Oklahoma
$1.78M +$742K +22,763 +73%
ACM
171
Absolute Capital Management
Pennsylvania
$1.76M +$1.74M +53,375 New
KCIC
172
Kuhn & Co Investment Counsel
Illinois
$1.76M +$148K +4,539 +9%
SWA
173
Stratos Wealth Advisors
Ohio
$1.73M +$1.71M +52,432 New
BPFA
174
Barnes Pettey Financial Advisors
Mississippi
$1.72M -$11.1K -342 -0.7%
WIP
175
WealthCare Investment Partners
Rhode Island
$1.69M +$32.7K +1,005 +2%