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FT Vest Fund of Buffer ETFs

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
326
Synergy Investment Management
Florida
$802K -$37.4K -1,107 -5%
Thrivent Financial for Lutherans
327
Thrivent Financial for Lutherans
Minnesota
$786K +$775K +22,944 New
MFF
328
Michels Family Financial
Texas
$750K +$156K +4,623 +27%
HP
329
Holistic Planning
Texas
$728K -$4.22K -125 -0.6%
CWM
330
Concentrum Wealth Management
California
$725K -$149K -4,404 -17%
FPWM
331
FSB Premier Wealth Management
Iowa
$725K -$13K -385 -2%
HWM
332
HB Wealth Management
Georgia
$724K
EC
333
EdgeRock Capital
Colorado
$703K
AWP
334
Axis Wealth Partners
Rhode Island
$702K +$15.2K +449 +2%
CIG
335
Cascade Investment Group
Colorado
$701K +$175K +5,184 +34%
RIS
336
Richmond Investment Services
Wisconsin
$700K +$220K +6,510 +47%
SW
337
SteelPeak Wealth
California
$690K -$334K -9,896 -33%
CAM
338
Cresset Asset Management
Illinois
$690K -$16K -475 -2%
GSEP
339
Golden State Equity Partners
California
$683K -$881K -26,080 -57%
AFG
340
ABLE Financial Group
Arizona
$678K +$74.6K +2,209 +13%
SWM
341
Spire Wealth Management
Virginia
$670K -$12.1K -359 -2%
PIWA
342
Prevail Innovative Wealth Advisors
Kansas
$665K
SAI
343
Savvy Advisors Inc
New York
$655K +$373K +11,049 +137%
AssetMark Inc
344
AssetMark Inc
California
$654K +$15.6K +461 +2%
EFG
345
Everest Financial Group
Minnesota
$651K +$642K +19,011 New
WA
346
Waverly Advisors
Alabama
$643K +$634K +18,773 New
KMWM
347
Keudell/Morrison Wealth Management
Oregon
$642K +$633K +18,750 New
JSW
348
Journey Strategic Wealth
New Jersey
$635K +$101K +2,991 +19%
EWP
349
Equity Wealth Partners
Missouri
$631K +$58.8K +1,740 +10%
P
350
&Partners
Tennessee
$629K +$304K +9,013 +96%