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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$12.3M +$2.34M +54,493 +24%
BIP
152
Bouvel Investment Partners
Pennsylvania
$12.2M +$832K +19,387 +7%
CAM
153
Cresset Asset Management
Illinois
$12.1M -$197K -4,585 -2%
VA
154
VestGen Advisors
Illinois
$12M -$7.2M -167,619 -38%
SFC
155
Swisher Financial Concepts
Ohio
$11.8M +$355K +8,267 +3%
VWM
156
Vigil Wealth Management
Florida
$11.8M +$11.6M +269,745 New
EWA
157
EP Wealth Advisors
California
$11.7M +$11.5M +268,909 New
CWA
158
Clearview Wealth Advisors
Oregon
$11.7M -$372K -8,661 -3%
MAM
159
McCarthy Asset Management
California
$11.6M +$11.4M +264,940 New
FFS
160
Founders Financial Securities
Maryland
$11.6M +$1.86M +43,342 +20%
IWM
161
IMG Wealth Management
Florida
$11.5M +$654K +15,232 +6%
EFS
162
Essex Financial Services
Connecticut
$11.3M +$946K +22,038 +9%
GPWA
163
Gaddis Premier Wealth Advisors
Oklahoma
$11.2M +$11.1M +257,474 New
RWP
164
Ridgeline Wealth Planning
Ohio
$11.2M -$223K -5,202 -2%
IAS
165
Integrity Advisory Solutions
Texas
$11M +$180K +4,195 +2%
TWP
166
Tempus Wealth Planning
California
$11M -$16.1K -376 -0.1%
AFM
167
Armstrong Fleming & Moore
District of Columbia
$10.9M +$1.94M +45,077 +22%
AAS
168
Ameritas Advisory Services
Nebraska
$10.9M +$6.38M +148,690 +147%
SWP
169
Stratos Wealth Partners
Ohio
$10.7M +$3.49M +81,269 +49%
SEIA
170
Signature Estate & Investment Advisors
California
$10.6M +$482K +11,233 +5%
LWM
171
LongView Wealth Management
Georgia
$10.6M +$1.74M +40,478 +20%
CAM
172
Cozad Asset Management
Illinois
$10.4M +$2.58M +60,089 +34%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$10.4M +$1.56M +36,434 +18%
SPIA
174
Steward Partners Investment Advisory
New York
$10.4M +$1.62M +37,798 +19%
MFG
175
Magnus Financial Group
New York
$10.4M +$101K +2,344 +1%