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Capital Group Dividend Value ETF
CGDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
201
CLG LLC
California
$3.12M -$1.53M -42,253 -33%
BCM
202
Brookstone Capital Management
Illinois
$3.11M +$283K +7,789 +10%
PAS
203
Park Avenue Securities
New York
$3.1M +$311K +8,551 +11%
SWM
204
Spire Wealth Management
Virginia
$3.09M +$182K +5,005 +6%
TW
205
Transform Wealth
Colorado
$3.07M -$373K -10,283 -11%
AGP
206
Aspire Growth Partners
Florida
$3.05M +$949K +26,126 +44%
IFG
207
Independent Financial Group
California
$2.97M +$439K +12,085 +17%
DC
208
Davenport & Co
Virginia
$2.95M +$341K +9,379 +13%
LPAM
209
Lodestar Private Asset Management
California
$2.89M +$12.8K +353 +0.4%
FSBI
210
Fearless Solutions (Best Invest)
Texas
$2.88M +$358K +9,866 +14%
BPFA
211
Barnes Pettey Financial Advisors
Mississippi
$2.88M -$7.08K -195 -0.2%
EA
212
Everpar Advisors
Oklahoma
$2.83M +$479K +13,191 +20%
PGFC
213
Peapack-Gladstone Financial Corp
New Jersey
$2.82M -$99.5K -2,740 -3%
IA
214
Integrity Alliance
Iowa
$2.79M +$2.18M +59,897 +325%
SCM
215
SOL Capital Management
Maryland
$2.7M +$670K +18,435 +32%
IWM
216
IHT Wealth Management
Illinois
$2.69M +$132K +3,631 +5%
HP
217
Holistic Planning
Texas
$2.65M -$88.6K -2,439 -3%
CA
218
Carson Advisory
Georgia
$2.63M +$365K +10,052 +16%
SWM
219
Silverlake Wealth Management
Vermont
$2.56M +$70.3K +1,935 +3%
FLPIM
220
F.L. Putnam Investment Management
Massachusetts
$2.56M -$83.2K -2,292 -3%
ATS
221
Ashton Thomas Securities
New York
$2.55M – – –
AIFS
222
A&I Financial Services
Colorado
$2.52M -$17.9K -493 -0.7%
KFP
223
KMG Fiduciary Partners
Ohio
$2.48M -$21.1K -582 -0.8%
TCG
224
Transcendent Capital Group
Oklahoma
$2.46M +$213K +5,852 +9%
EPW
225
Endeavor Private Wealth
Kansas
$2.43M +$450K +12,380 +22%
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