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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Accel Wealth Management
Iowa
$577K -$43.3K -999 -7%
CF
252
Centaurus Financial
California
$565K +$24.2K +558 +4%
IWM
253
Iams Wealth Management
Nebraska
$550K +$14.6K +336 +3%
WA
254
Waverly Advisors
Alabama
$548K +$31.1K +718 +6%
MFIM
255
Mesirow Financial Investment Management
Illinois
$525K
William Blair & Company
256
William Blair & Company
Illinois
$518K +$202K +4,668 +64%
WCG
257
Weaver Consulting Group
California
$503K
PA
258
PFG Advisors
Arizona
$501K -$109K -2,519 -18%
TPWA
259
Twin Peaks Wealth Advisors
California
$498K +$4.98K +115 +1%
LFAS
260
Level Four Advisory Services
Texas
$491K +$28.6K +661 +6%
XF
261
XML Financial
Maryland
$490K +$40.2K +927 +9%
IIM
262
Illumine Investment Management
Washington
$485K -$44.8K -1,034 -8%
RIA
263
Regal Investment Advisors
Michigan
$485K
GSIAS
264
Garden State Investment Advisory Services
New Jersey
$483K +$56K +1,293 +13%
NAS
265
NWF Advisory Services
California
$483K -$1.6K -37 -0.3%
PIAS
266
PCA Investment Advisory Services
Ohio
$478K -$7.67K -177 -2%
SS
267
Sunbelt Securities
Texas
$473K +$19.8K +457 +4%
Kovitz Investment Group Partners
268
Kovitz Investment Group Partners
Illinois
$461K +$563 +13 +0.1%
CAM
269
Cresset Asset Management
Illinois
$458K +$3.03K +70 +0.7%
MIM
270
MTM Investment Management
South Carolina
$456K
FH
271
FWG Holdings
Florida
$455K +$87 +2 +0%
MSFS
272
Main Street Financial Solutions
Pennsylvania
$454K -$20.3K -469 -4%
RFC
273
Regions Financial Corp
Alabama
$448K +$164K +3,784 +58%
MWA
274
Merkkuri Wealth Advisors
New York
$443K -$52.8K -1,218 -11%
BCM
275
Brookstone Capital Management
Illinois
$443K +$224K +5,158 +102%