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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
201
Novem Group
New York
$8.4M +$112K +2,601 +1%
OW
202
Olistico Wealth
Oklahoma
$8.31M +$417K +9,708 +5%
IA
203
IFG Advisory
Georgia
$8.3M +$1.73M +40,357 +27%
FFP
204
Freedom Financial Partners
Minnesota
$8.21M +$2.64M +61,426 +48%
SAM
205
Secure Asset Management
Michigan
$8.08M +$692K +16,123 +10%
SI
206
Stephens Inc
Arkansas
$8.06M +$2.29M +53,221 +41%
OIA
207
OneDigital Investment Advisors
Kansas
$8.04M -$4.67M -108,694 -37%
DJFS
208
Dean Jacobson Financial Services
Texas
$8.04M +$7.91M +184,177 New
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$7.9M -$437K -10,168 -5%
SN
210
Sittner & Nelson
Oregon
$7.78M +$628K +14,618 +9%
DIM
211
Delta Investment Management
California
$7.77M -$8.41M -195,893 -52%
BPA
212
Beacon Pointe Advisors
California
$7.57M +$2.89M +67,205 +63%
PA
213
PFG Advisors
Arizona
$7.55M -$7.08M -164,885 -49%
CHWM
214
Cauble & Harre Wealth Management
Missouri
$7.47M +$7.35M +171,065 New
WIP
215
WealthCare Investment Partners
Rhode Island
$7.46M +$2.79M +64,921 +62%
MOS
216
MGO One Seven
Ohio
$7.36M +$991K +23,089 +16%
BWA
217
BlueChip Wealth Advisors
Georgia
$7.36M +$163K +3,804 +2%
PCA
218
Pallas Capital Advisors
Massachusetts
$7.25M +$35.7K +831 +0.5%
LCWM
219
Legacy Capital Wealth Management
Texas
$7.22M +$7.1M +165,443 New
MFG
220
MTM Financial Group
Pennsylvania
$6.99M -$129K -3,003 -2%
CWRP
221
Cassady Wealth & Retirement Planning
Nevada
$6.87M +$6.76M +157,417 New
PCIA
222
Prime Capital Investment Advisors
Kansas
$6.85M +$574K +13,375 +9%
AF
223
Allworth Financial
California
$6.75M +$40.1K +935 +0.6%
EWS
224
Evergreen Wealth Solutions
Pennsylvania
$6.75M +$5M +116,419 +305%
SIM
225
Synergy Investment Management
Florida
$6.58M -$166K -3,870 -3%