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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMH
151
Menora Mivtachim Holdings
Israel
$14.1M -$494K -11,111 -3%
SWP
152
Stratos Wealth Partners
Ohio
$14.1M +$3.75M +84,393 +34%
CW
153
Code Waechter
Florida
$13.9M +$1.36M +30,605 +10%
HTWM
154
Hartmann Taylor Wealth Management
Texas
$13.9M +$1.21M +27,134 +9%
GFG
155
Greenbush Financial Group
New York
$13.6M +$1.17M +26,303 +9%
SPIA
156
Steward Partners Investment Advisory
New York
$13.1M +$3.09M +69,510 +29%
WIA
157
World Investment Advisors
California
$13.1M +$861K +19,377 +7%
NFG
158
Nations Financial Group
Iowa
$13M +$466K +10,497 +4%
PWM
159
Pinnacle Wealth Management
California
$12.8M +$13.4M +300,803 New
GWP
160
Gateway Wealth Partners
Wisconsin
$12.6M +$8.37M +188,458 +174%
KFS
161
Kaizen Financial Strategies
California
$12.6M -$1.2M -27,086 -9%
RA
162
RFG Advisory
Alabama
$12.5M -$6.05M -136,266 -32%
RIL
163
Rothschild Investment LLC
Illinois
$12.5M +$2.96M +66,513 +29%
VWM
164
Vigil Wealth Management
Florida
$12.3M +$901K +20,282 +8%
AFM
165
Armstrong Fleming & Moore
District of Columbia
$12M +$1.41M +31,636 +13%
Ameriprise
166
Ameriprise
Minnesota
$11.9M -$349K -7,854 -3%
AF
167
Advisornet Financial
Minnesota
$11.9M +$1.97M +44,385 +19%
OC
168
Oppenheimer & Co
New York
$11.8M +$3.35M +75,492 +37%
AWA
169
Arkadios Wealth Advisors
Georgia
$11.8M +$8.61M +193,902 +231%
SL
170
Sentinus LLC
Illinois
$11.8M -$448K -10,094 -4%
CAM
171
Cresset Asset Management
Illinois
$11.8M -$21.3K -479 -0.2%
SFC
172
Swisher Financial Concepts
Ohio
$11.7M +$207K +4,668 +2%
LWM
173
LongView Wealth Management
Georgia
$11.7M +$873K +19,645 +8%
IWM
174
IMG Wealth Management
Florida
$11.7M +$519K +11,679 +4%
BIP
175
Bouvel Investment Partners
Pennsylvania
$11.7M -$275K -6,186 -2%