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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Meridian Wealth Management
Kentucky
$434K +$8.27K +300 +2%
CHJWM
202
Carlton Hofferkamp & Jenks Wealth Management
Texas
$418K +$827 +30 +0.2%
Millennium Management
203
Millennium Management
New York
$416K +$384K +13,930 New
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$415K +$344K +12,464 +868%
MSAM
205
Moloney Securities Asset Management
Missouri
$390K
BC
206
Barrett & Company
Rhode Island
$383K +$91.5K +3,317 +35%
TWP
207
Tempus Wealth Planning
California
$357K +$330K +11,966 New
SWMG
208
Signature Wealth Management Group
Georgia
$357K +$330K +11,949 New
ME
209
McIlrath & Eck
Washington
$351K
WAM
210
WealthTrust Asset Management
Florida
$351K +$6.89K +250 +2%
CWP
211
Core Wealth Partners
California
$347K -$23.2K -842 -7%
AF
212
Allworth Financial
California
$329K +$2.1K +76 +0.7%
OWA
213
Octavia Wealth Advisors
Ohio
$318K +$294K +10,664 New
Morgan Stanley
214
Morgan Stanley
New York
$318K +$63.2K +2,291 +27%
EFP
215
Envision Financial Planning
Tennessee
$313K +$289K +10,493 New
ACM
216
Advisors Capital Management
New Jersey
$294K +$1.19K +43 +0.4%
TFS
217
Thoroughbred Financial Services
Tennessee
$289K +$110 +4 +0%
JAWM
218
J. Arnold Wealth Management
Ohio
$289K +$267K +9,674 New
Betterment LLC
219
Betterment LLC
New York
$287K +$265K +9,614 New
AWM
220
Accel Wealth Management
Iowa
$284K -$1.96K -71 -0.7%
LSA
221
Lion Street Advisors
Texas
$274K +$11.2K +405 +5%
GVAG
222
Great Valley Advisor Group
Delaware
$272K +$17.4K +631 +7%
IAIM
223
International Assets Investment Management
Florida
$269K +$249K +9,023 New
RCAG
224
Rehmann Capital Advisory Group
Michigan
$269K +$249K +9,018 New
TI
225
tru Independence
Oregon
$269K +$1.9K +69 +0.8%