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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
176
Citadel Advisors
Florida
$1.67M +$834K +25,590 +102%
BL
177
Balentine LLC
Georgia
$1.58M +$148K +4,533 +10%
PAS
178
Park Avenue Securities
New York
$1.57M +$391K +11,999 +34%
KWM
179
Kingsview Wealth Management
Oregon
$1.57M +$975K +29,939 +170%
TWP
180
Tempus Wealth Planning
California
$1.52M +$799K +24,534 +114%
OL
181
Owen LaRue
Kentucky
$1.5M +$95.8K +2,940 +7%
WA
182
WESPAC Advisors
California
$1.48M -$200K -6,144 -12%
MIA
183
Milestone Investment Advisors
Wisconsin
$1.45M +$1.43M +43,772 +14,788%
CP
184
Capital Planning
Washington
$1.39M -$358 -11 -0%
CAM
185
Cozad Asset Management
Illinois
$1.38M +$295K +9,053 +28%
SWM
186
Spire Wealth Management
Virginia
$1.37M +$31.2K +959 +2%
AIP
187
Ameritas Investment Partners
Nebraska
$1.36M +$95.8K +2,942 +8%
CPA
188
Clear Point Advisors
New York
$1.32M +$93.1K +2,859 +8%
LF
189
Lantz Financial
Illinois
$1.31M -$489 -15 -0%
NS
190
NBC Securities
Alabama
$1.28M +$438K +13,449 +53%
LA
191
Latitude Advisors
Florida
$1.28M +$98.7K +3,030 +9%
PPWP
192
Premier Path Wealth Partners
New Jersey
$1.27M +$1.25M +38,372 New
SW
193
SteelPeak Wealth
California
$1.18M +$1.16M +35,538 New
LGWM
194
Litman Gregory Wealth Management
California
$1.17M +$57.6K +1,768 +5%
HGERS
195
Householder Group Estate & Retirement Specialist
Arizona
$1.14M
GFG
196
Goldstone Financial Group
Illinois
$1.14M +$517K +15,874 +85%
JCM
197
Jacobi Capital Management
Pennsylvania
$1.1M +$1.09M +33,469 New
Tudor Investment Corp
198
Tudor Investment Corp
Connecticut
$1.08M +$1.07M +32,713 New
Betterment LLC
199
Betterment LLC
New York
$1.06M +$467K +14,334 +80%
FPF
200
First Pacific Financial
Washington
$1.06M +$322K +9,884 +44%