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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
151
Founders Financial Securities
Maryland
$4.42M +$548K +15,059 +14%
Betterment LLC
152
Betterment LLC
New York
$4.29M +$2.74M +75,403 +163%
STA
153
Smith Thornton Advisors
Alabama
$4.2M +$3.72M +102,166 +605%
LWM
154
Lodestone Wealth Management
Washington
$4.1M +$24.9K +683 +0.6%
RIS
155
Richmond Investment Services
Wisconsin
$4.02M +$4.15M +113,963 New
WC
156
Waterloo Capital
Texas
$4M +$97K +2,665 +2%
NG
157
Novem Group
New York
$3.94M +$4.07M +111,831 New
WIA
158
World Investment Advisors
California
$3.89M +$902K +24,783 +29%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$3.82M -$27K -741 -0.7%
SWIM
160
Smallwood Wealth Investment Management
New Jersey
$3.81M -$30K -824 -0.8%
MEAC
161
M.E. Allison & Co
Texas
$3.8M +$3.92M +107,745 New
RIL
162
Rothschild Investment LLC
Illinois
$3.79M +$352K +9,687 +10%
MWM
163
Modern Wealth Management
Kansas
$3.77M +$963K +26,453 +33%
KFS
164
Kaizen Financial Strategies
California
$3.74M +$727K +19,977 +23%
CFG
165
Cooper Financial Group
California
$3.63M +$363K +9,978 +11%
BFG
166
Bleakley Financial Group
New Jersey
$3.55M +$16.9K +464 +0.5%
PA
167
PFG Advisors
Arizona
$3.42M +$759K +20,861 +27%
TW
168
Transform Wealth
Colorado
$3.39M +$1.52M +41,892 +77%
BFA
169
Bill Few Associates
Pennsylvania
$3.39M +$225K +6,175 +7%
AF
170
Affiance Financial
Minnesota
$3.26M +$203K +5,587 +6%
SS
171
Sunbelt Securities
Texas
$3.22M -$164K -4,512 -5%
AFP
172
Ausdal Financial Partners
Iowa
$3.16M +$124K +3,405 +4%
MA
173
Mutual Advisors
Nebraska
$3.06M -$1.4M -38,594 -31%
MFG
174
Magnus Financial Group
New York
$3.06M +$355K +9,756 +13%
TFS
175
Thoroughbred Financial Services
Tennessee
$3.05M +$1.88M +51,793 +149%