We are live on ! Find out more
CGDV icon

Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$50.1M +$16.5M +723,388 +42%
RJA
2
Raymond James & Associates
Florida
$32M +$34.4M +1,513,265 +2,910%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$30.4M +$17M +748,113 +101%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.1M +$18.8M +827,448 +138%
Osaic Holdings
5
Osaic Holdings
Arizona
$28.1M +$19.8M +871,736 +174%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25.7M +$11M +485,726 +63%
LPL Financial
7
LPL Financial
California
$22.2M +$14.1M +618,141 +131%
UBS Group
8
UBS Group
Switzerland
$18.4M +$14.4M +632,995 +234%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$16.7M +$11.9M +524,252 +179%
JBA
10
Johnson Bixby & Associates
Washington
$15.1M -$3.1M -136,145 -16%
WAM
11
WNY Asset Management
New York
$12.6M +$833K +36,613 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.5M +$5.56M +244,253 +77%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.9M +$1.3M +57,252 +12%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$10.6M +$1.93M +84,738 +20%
KAS
15
Kestra Advisory Services
Texas
$10.1M +$2.58M +113,402 +30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.38M +$7.27M +319,800 +229%
MML Investors Services
17
MML Investors Services
Massachusetts
$9.09M +$5.2M +228,772 +106%
CWS
18
Confluence Wealth Services
Pennsylvania
$7.83M +$7.45M +327,600 +584%
P
19
&Partners
Tennessee
$6.26M +$2.03M +89,436 +41%
AWM
20
Axxcess Wealth Management
California
$5.92M +$179K +7,874 +3%
SB
21
Strategic Blueprint
Georgia
$5.6M +$1.62M +71,023 +35%
Jane Street
22
Jane Street
New York
$5.14M +$4.88M +214,444 +573%
SOS
23
Silver Oak Securities
Tennessee
$4.57M +$3.35M +147,468 +586%
SFA
24
Souders Financial Advisors
Ohio
$4.25M +$4.74M +208,334 New
BFS
25
Bard Financial Services
Connecticut
$3.74M +$2.45M +107,750 +143%