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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Lodestone Wealth Management
Washington
$4.75M +$29.5K +815 +0.7%
HAIM
202
Hunter Associates Investment Management
Pennsylvania
$4.71M +$1M +27,724 +30%
SWIM
203
Smallwood Wealth Investment Management
New Jersey
$4.56M +$136K +3,747 +3%
QFPS
204
Quantum Financial Planning Services
Washington
$4.51M +$4.14M +114,223 New
US Bancorp
205
US Bancorp
Minnesota
$4.39M +$224K +6,170 +6%
TPF
206
Tribridge Partners Financial
Maryland
$4.35M +$3.99M +110,113 New
CF
207
Convergence Financial
Missouri
$4.35M +$382K +10,534 +11%
GIA
208
Gladstone Institutional Advisory
Florida
$4.22M +$1.51M +41,558 +64%
PCA
209
Prosperity Capital Advisors
Ohio
$4.17M +$3.83M +105,632 New
CFG
210
Cooper Financial Group
California
$4.13M -$66.2K -1,827 -2%
BFG
211
Bleakley Financial Group
New Jersey
$4.08M +$130K +3,598 +4%
CCFM
212
Clear Creek Financial Management
Washington
$4.08M +$102K +2,816 +3%
AF
213
Affiance Financial
Minnesota
$4M +$198K +5,463 +6%
EA
214
Everpar Advisors
Oklahoma
$3.88M +$682K +18,822 +24%
PIA
215
Perennial Investment Advisors
California
$3.86M +$3.11M +85,795 +712%
SWP
216
Stratos Wealth Partners
Ohio
$3.83M +$1.13M +31,165 +47%
AFP
217
Ausdal Financial Partners
Iowa
$3.83M +$35.2K +971 +1%
CF
218
Centaurus Financial
California
$3.79M +$1.35M +37,206 +63%
AGP
219
Aspire Growth Partners
Florida
$3.77M +$340K +9,386 +11%
SWP
220
Sagespring Wealth Partners
Tennessee
$3.77M +$240K +6,608 +7%
BC
221
Bulwark Capital
Florida
$3.74M +$3.43M +94,693 New
FSBI
222
Fearless Solutions (Best Invest)
Texas
$3.73M +$494K +13,638 +17%
PAS
223
Park Avenue Securities
New York
$3.6M +$149K +4,124 +5%
MWM
224
Mascagni Wealth Management
Mississippi
$3.55M +$2.35M +64,733 +257%
NECFA
225
New England Capital Financial Advisors
Connecticut
$3.51M +$1.06M +29,245 +49%