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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
176
Clear Creek Financial Management
Washington
$3.05M +$252K +6,918 +9%
WWP
177
WR Wealth Planners
Missouri
$2.98M -$4.51M -123,901 -59%
BWM
178
BlackDiamond Wealth Management
New York
$2.92M -$36 -1 -0%
PGFC
179
Peapack-Gladstone Financial Corp
New Jersey
$2.89M +$44.8K +1,230 +2%
SWM
180
Spire Wealth Management
Virginia
$2.88M +$1.34M +36,715 +82%
OC
181
Oppenheimer & Co
New York
$2.86M +$125K +3,438 +4%
BPFA
182
Barnes Pettey Financial Advisors
Mississippi
$2.86M +$256K +7,030 +10%
LPAM
183
Lodestar Private Asset Management
California
$2.85M -$55.7K -1,531 -2%
CCA
184
Cypress Capital Advisors
Tennessee
$2.82M +$2.91M +80,106 New
BCM
185
Brookstone Capital Management
Illinois
$2.8M +$646K +17,760 +29%
PAS
186
Park Avenue Securities
New York
$2.77M +$471K +12,953 +20%
SAM
187
Smartleaf Asset Management
Massachusetts
$2.75M +$300K +8,246 +12%
HP
188
Holistic Planning
Texas
$2.71M -$235K -6,463 -8%
FLPIM
189
F.L. Putnam Investment Management
Massachusetts
$2.61M +$449K +12,344 +20%
DC
190
Davenport & Co
Virginia
$2.58M +$273K +7,513 +11%
IWM
191
IHT Wealth Management
Illinois
$2.53M +$2.61M +71,832 New
ATS
192
Ashton Thomas Securities
New York
$2.53M +$204K +5,605 +8%
IFG
193
Independent Financial Group
California
$2.52M +$161K +4,419 +7%
AIFS
194
A&I Financial Services
Colorado
$2.51M +$2.59M +71,272 New
FSBI
195
Fearless Solutions (Best Invest)
Texas
$2.51M +$2.59M +71,053 New
KFP
196
KMG Fiduciary Partners
Ohio
$2.47M +$220K +6,043 +9%
SWM
197
Silverlake Wealth Management
Vermont
$2.46M -$85.6K -2,352 -3%
SWP
198
Sagespring Wealth Partners
Tennessee
$2.44M +$2.52M +69,321 New
MIA
199
Milestone Investment Advisors
Wisconsin
$2.43M +$171K +4,693 +7%
CWC
200
Carolinas Wealth Consulting
North Carolina
$2.41M +$52.4K +1,440 +2%
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