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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
Seamount Financial Group
Colorado
$12.3M +$470K +9,975 +4%
B
202
BetterWealth
California
$12.2M +$368K +7,824 +3%
LWM
203
LongView Wealth Management
Georgia
$12M -$680K -14,448 -6%
CWA
204
Consilio Wealth Advisors
Washington
$11.8M +$60K +1,275 +0.5%
CIAS
205
CFS Investment Advisory Services
New Jersey
$11.8M -$332K -7,061 -3%
Ameriprise
206
Ameriprise
Minnesota
$11.8M -$1.96M -41,681 -15%
AIA
207
Armor Investment Advisors
North Carolina
$11.7M +$1.05M +22,325 +10%
FL
208
FreeGulliver LLC
Louisiana
$11.7M +$553K +11,742 +5%
WA
209
Wealth Alliance
New York
$11.5M +$6.42M +136,339 +140%
NECFA
210
New England Capital Financial Advisors
Connecticut
$11.4M +$4.17M +88,657 +62%
CL
211
CLG LLC
California
$11.4M +$689K +14,626 +7%
BFS
212
Boyer Financial Services
California
$11M -$17K -360 -0.2%
DJFS
213
Dean Jacobson Financial Services
Texas
$11M -$83.9K -1,781 -0.8%
NMCM
214
Nicholson Meyer Capital Management
Missouri
$10.8M -$275K -5,849 -3%
KA
215
Kovack Advisors
Florida
$10.6M -$611K -12,978 -6%
SL
216
Sentinus LLC
Illinois
$10.6M -$2.89M -61,392 -22%
Cerity Partners
217
Cerity Partners
New York
$10.6M +$1.98K +42 +0%
OW
218
Olistico Wealth
Oklahoma
$10.6M +$248K +5,269 +3%
DWM
219
Diversify Wealth Management
Utah
$10.4M +$110K +2,342 +1%
DAS
220
Diversify Advisory Services
Utah
$10.4M +$10M +212,847 New
PA
221
PFG Advisors
Arizona
$10.4M +$824K +17,495 +9%
SCFS
222
Stewardship Concepts Financial Services
Washington
$10.2M -$103K -2,183 -1%
SN
223
Sittner & Nelson
Oregon
$10.1M +$690K +14,663 +8%
BFG
224
Bleakley Financial Group
New Jersey
$10.1M +$3.98M +84,590 +70%
CA
225
CGN Advisors
Kansas
$9.99M +$2.93M +62,158 +44%