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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
326
Venturi Wealth Management
Texas
$226K +$235K +5,605 New
BWM
327
BCS Wealth Management
Tennessee
$221K +$231K +5,501 New
HGWM
328
Horst & Graben Wealth Management
Oregon
$221K +$1.43K +34 +0.6%
WWP
329
Wise Wealth Partners
Arizona
$212K +$221K +5,267 New
SWM
330
Spire Wealth Management
Virginia
$209K +$25.8K +614 +13%
FAIM
331
Financial Advocates Investment Management
Washington
$205K -$747K -17,788 -78%
BCM
332
Brookstone Capital Management
Illinois
$204K -$2.27K -54 -1%
ZIM
333
Zacks Investment Management
Illinois
$201K +$630 +15 +0.3%
PA
334
PSI Advisors
Florida
$184K +$1.72K +41 +0.9%
BAM
335
Bellevue Asset Management
Washington
$165K +$4.24K +101 +3%
TSMHT
336
Thurston Springer Miller Herd & Titak
Indiana
$165K +$27.3K +650 +19%
DWM
337
Darwin Wealth Management
Florida
$155K +$672 +16 +0.4%
CBT
338
Crews Bank & Trust
Florida
$143K +$149K +3,550 New
VNA
339
Valley National Advisers
Pennsylvania
$135K +$35.8K +852 +34%
DFA
340
DHJJ Financial Advisors
Illinois
$131K -$2.43K -58 -2%
BCMLT
341
Beacon Capital Management LLC (Tennessee)
Tennessee
$131K +$1.64K +39 +1%
AssetMark Inc
342
AssetMark Inc
California
$120K -$2.64K -63 -2%
PFA
343
Pillar Financial Advisors
Kentucky
$106K +$110K +2,625 New
GI
344
GAMMA Investing
California
$103K
MWA
345
Medallion Wealth Advisors
Connecticut
$99.2K +$104K +2,467 New
TFGT
346
TS Financial Group (TSFG)
Illinois
$98K -$48.3K -1,150 -32%
HBW
347
Hazlett, Burt & Watson
West Virginia
$96K
PB
348
Pinnacle Bancorp
Nebraska
$95.9K
TCG
349
Transcendent Capital Group
Oklahoma
$88.6K
BTI
350
Blue Trust Inc
Georgia
$80.5K +$38.3K +913 +84%