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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
176
Latitude Advisors
Florida
$651K +$127K +4,595 +27%
NWMG
177
National Wealth Management Group
Ohio
$650K +$206K +7,477 +52%
OWA
178
ORBA Wealth Advisors
Illinois
$646K +$597K +21,650 New
BPC
179
Banque Pictet & Cie
Switzerland
$641K
ACI
180
Alpha Cubed Investments
California
$634K
Jones Financial Companies
181
Jones Financial Companies
Missouri
$630K +$582K +21,107 New
PCIA
182
Prime Capital Investment Advisors
Kansas
$621K
IA
183
IFP Advisors
Florida
$595K -$1.25M -45,506 -70%
CC
184
Cypress Capital
Tennessee
$591K +$412K +14,956 +308%
CFA
185
CWS Financial Advisors
Michigan
$586K +$169K +6,142 +46%
FC
186
Financial Council
Maryland
$579K +$326K +11,816 +156%
IGWM
187
ICA Group Wealth Management
Colorado
$561K +$226K +8,184 +77%
PTC
188
Private Trust Company
Ohio
$555K +$246K +8,937 +93%
BB
189
Burford Brothers
Texas
$520K +$481K +17,432 New
HAIM
190
Hunter Associates Investment Management
Pennsylvania
$510K
EA
191
Everpar Advisors
Oklahoma
$509K +$470K +17,050 New
LC
192
Lincoln Capital
Nebraska
$490K +$11.5K +418 +3%
BTWM
193
Baker Tilly Wealth Management
Wisconsin
$490K
KWM
194
Kingsview Wealth Management
Oregon
$483K -$40.4K -1,464 -8%
AG
195
Ascent Group
Virginia
$483K -$6.29K -228 -1%
Creative Planning
196
Creative Planning
Kansas
$476K +$32.9K +1,192 +8%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$460K -$708K -25,686 -63%
TCWM
198
Total Clarity Wealth Management
Illinois
$456K +$689 +25 +0.2%
PA
199
Procyon Advisors
Connecticut
$444K -$80.6K -2,923 -16%
NFG
200
Nations Financial Group
Iowa
$442K +$59.3K +2,150 +17%