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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Bellevue Asset Management
Washington
$151K – – –
SWM
302
Spire Wealth Management
Virginia
$150K -$29.2K -770 -16%
DFA
303
DHJJ Financial Advisors
Illinois
$137K -$38 -1 -0%
TSMHT
304
Thurston Springer Miller Herd & Titak
Indiana
$131K +$131K +3,464 New
BCMLT
305
Beacon Capital Management LLC (Tennessee)
Tennessee
$122K – – –
KFS
306
Kelly Financial Services
Massachusetts
$119K +$119K +3,141 New
TSWM
307
Tyler-Stone Wealth Management
Ohio
$117K – – –
AssetMark Inc
308
AssetMark Inc
California
$101K -$1.66M -43,690 -94%
GI
309
GAMMA Investing
California
$97.3K – – –
HBW
310
Hazlett, Burt & Watson
West Virginia
$91K – – –
PB
311
Pinnacle Bancorp
Nebraska
$84.1K -$9.29K -245 -10%
TCG
312
Transcendent Capital Group
Oklahoma
$83.4K – – –
WT
313
Whittier Trust
California
$75.9K – – –
GWP
314
Gen-Wealth Partners
Michigan
$72.1K – – –
FFC
315
First Financial Corp
Indiana
$71.1K – – –
BWL
316
Bogart Wealth LLC
Virginia
$69.5K – – –
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$64.5K – – –
WIM
318
Westside Investment Management
California
$49.3K – – –
RCM
319
Raleigh Capital Management
North Carolina
$45.5K +$493 +13 +1%
WWM
320
Wolff Wiese Magana
California
$43.1K – – –
WTC
321
WhitTier Trust Company
Nevada
$37.9K +$37.9K +1,000 New
FFA
322
Farther Finance Advisors
California
$37.9K – – –
SWM
323
Sugarloaf Wealth Management
Georgia
$35.1K – – –
CIA
324
Cape Investment Advisory
Georgia
$34.1K +$34.1K +898 New
NSIM
325
North Star Investment Management
Illinois
$32.4K – – –