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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Lodestone Wealth Management
Washington
$4.25M +$107K +2,957 +3%
MEAC
177
M.E. Allison & Co
Texas
$4.09M +$254K +6,990 +6%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$4.08M +$217K +5,986 +6%
WC
179
Waterloo Capital
Texas
$4.06M +$21.1K +580 +0.5%
BWA
180
BlueChip Wealth Advisors
Georgia
$4.06M +$4.14M +114,009 New
SWIM
181
Smallwood Wealth Investment Management
New Jersey
$3.98M +$125K +3,446 +3%
MFG
182
Magnus Financial Group
New York
$3.96M +$888K +24,454 +28%
MIM
183
Marshall Investment Management
Colorado
$3.8M +$3.87M +106,562 New
CFG
184
Cooper Financial Group
California
$3.79M +$124K +3,414 +3%
US Bancorp
185
US Bancorp
Minnesota
$3.74M +$1.94M +53,340 +103%
BFA
186
Bill Few Associates
Pennsylvania
$3.64M +$223K +6,128 +6%
BWM
187
BlackDiamond Wealth Management
New York
$3.64M +$719K +19,788 +24%
CCFM
188
Clear Creek Financial Management
Washington
$3.58M +$507K +13,956 +16%
BFG
189
Bleakley Financial Group
New Jersey
$3.56M -$28.1K -775 -0.8%
CF
190
Convergence Financial
Missouri
$3.55M +$2.83M +77,909 +361%
SAM
191
Secure Asset Management
Michigan
$3.46M +$1.42M +39,218 +68%
AFP
192
Ausdal Financial Partners
Iowa
$3.42M +$233K +6,404 +7%
AF
193
Affiance Financial
Minnesota
$3.42M +$128K +3,521 +4%
OC
194
Oppenheimer & Co
New York
$3.36M +$478K +13,160 +16%
MIA
195
Milestone Investment Advisors
Wisconsin
$3.31M +$880K +24,226 +35%
RIS
196
Richmond Investment Services
Wisconsin
$3.27M -$811K -22,343 -20%
HAIM
197
Hunter Associates Investment Management
Pennsylvania
$3.26M +$2.63M +72,541 +381%
ACM
198
Aurdan Capital Management
Pennsylvania
$3.24M +$1.9M +52,387 +136%
SWP
199
Sagespring Wealth Partners
Tennessee
$3.16M +$705K +19,418 +28%
SS
200
Sunbelt Securities
Texas
$3.16M -$99.1K -2,728 -3%