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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
176
Financial Services Advisory
Maryland
$11.5M -$14.1M -316,252 -54%
WA
177
Win Advisors
Florida
$11.5M +$12M +269,483 New
EFS
178
Essex Financial Services
Connecticut
$11.5M +$466K +10,497 +4%
CAM
179
Cozad Asset Management
Illinois
$11.4M +$1.3M +29,287 +12%
GPWA
180
Gaddis Premier Wealth Advisors
Oklahoma
$11.4M +$470K +10,580 +4%
CIAS
181
CFS Investment Advisory Services
New Jersey
$11.4M +$477K +10,743 +5%
HAIM
182
Hunter Associates Investment Management
Pennsylvania
$11.2M +$1.48M +33,383 +14%
EWA
183
EP Wealth Advisors
California
$11.1M -$381K -8,579 -3%
IAS
184
Integrity Advisory Solutions
Texas
$11M +$261K +5,879 +2%
JWCA
185
J.W. Cole Advisors
Florida
$11M +$1.94M +43,696 +20%
SEIA
186
Signature Estate & Investment Advisors
California
$10.9M +$540K +12,158 +5%
KL
187
Keenan LLC
Massachusetts
$10.8M +$2.69M +60,439 +31%
RWP
188
Ridgeline Wealth Planning
Ohio
$10.7M -$182K -4,104 -2%
WIP
189
WealthCare Investment Partners
Rhode Island
$10.6M +$3.4M +76,604 +45%
TWP
190
Tempus Wealth Planning
California
$10.5M -$247K -5,559 -2%
MFG
191
Magnus Financial Group
New York
$10.4M +$316K +7,103 +3%
SI
192
Stephens Inc
Arkansas
$10.3M +$2.59M +58,399 +32%
B
193
BetterWealth
California
$10.2M +$230K +5,166 +2%
FHA
194
Flagship Harbor Advisors
Massachusetts
$10.2M +$1.47M +33,090 +16%
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$10.2M +$32K +721 +0.3%
SFG
196
Seamount Financial Group
Colorado
$10.2M +$599K +13,487 +6%
STA
197
Smith Thornton Advisors
Alabama
$10.1M +$333K +7,495 +3%
BPFA
198
Barnes Pettey Financial Advisors
Mississippi
$10.1M +$786K +17,697 +8%
CWA
199
Consilio Wealth Advisors
Washington
$10.1M +$10.3M +231,136 +3,377%
FA
200
Fermata Advisors
California
$9.93M +$714K +16,075 +7%