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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
201
Premier Path Wealth Partners
New Jersey
$1.42M +$25.2K +725 +2%
SW
202
SteelPeak Wealth
California
$1.4M +$97.2K +2,798 +8%
PWM
203
Perigon Wealth Management
California
$1.38M +$1.32M +37,903 New
HGERS
204
Householder Group Estate & Retirement Specialist
Arizona
$1.38M +$118K +3,397 +10%
CAS
205
Coppell Advisory Solutions
Texas
$1.35M -$755K -21,736 -37%
FPF
206
First Pacific Financial
Washington
$1.35M +$170K +4,886 +15%
LGWM
207
Litman Gregory Wealth Management
California
$1.29M +$4.69K +135 +0.4%
TFS
208
Thoroughbred Financial Services
Tennessee
$1.27M +$404K +11,633 +50%
JCM
209
Jacobi Capital Management
Pennsylvania
$1.27M +$44.9K +1,292 +4%
FHC
210
First Heartland Consultants
Missouri
$1.25M +$129K +3,706 +12%
MSAM
211
Moloney Securities Asset Management
Missouri
$1.24M +$464K +13,345 +65%
PFA
212
Professional Financial Advisors
Nebraska
$1.18M +$46.3K +1,334 +4%
FC
213
Financial Council
Maryland
$1.15M +$16.4K +473 +2%
NL
214
NWAM LLC
Washington
$1.1M +$1.05M +30,263 New
NECFA
215
New England Capital Financial Advisors
Connecticut
$1.09M +$419K +12,057 +68%
FGA
216
Fortis Group Advisors
New Jersey
$1.08M +$1.03M +29,757 New
SW
217
Simplicity Wealth
New Jersey
$1.08M -$2.96M -85,131 -74%
BAM
218
Belpointe Asset Management
Nevada
$1.07M +$12.9K +370 +1%
Creative Planning
219
Creative Planning
Kansas
$1.03M +$265K +7,618 +37%
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$1.03M +$910K +26,185 +1,306%
SWP
221
Stratos Wealth Partners
Ohio
$1.01M +$377K +10,859 +65%
CWMS
222
Cannon Wealth Management Services
North Carolina
$976K +$930K +26,772 New
TWM
223
Tradition Wealth Management
Minnesota
$956K +$40.6K +1,169 +5%
SFO
224
Stokes Family Office
Louisiana
$946K +$3.51K +101 +0.4%
NFA
225
Northwest Financial Advisors
Virginia
$941K +$141K +4,057 +19%