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First Trust Morningstar Dividend Leaders Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
176
HBW Advisory Services
California
$823K +$811K +22,516 New
CRI
177
Colonial River Investments
Virginia
$819K +$3.39K +94 +0.4%
KWM
178
Kingsview Wealth Management
Oregon
$812K +$801K +22,222 New
CF
179
Centaurus Financial
California
$807K -$142K -3,943 -15%
AFP
180
Ausdal Financial Partners
Iowa
$786K +$775K +21,492 New
XF
181
XML Financial
Maryland
$756K +$339K +9,404 +83%
LW
182
Linscomb Wealth
Texas
$751K
SG
183
StoneX Group
New York
$725K +$327K +9,082 +85%
D
184
Diversified
Delaware
$716K +$102K +2,817 +17%
AWM
185
Accel Wealth Management
Iowa
$693K +$676K +18,756 +9,668%
SMC
186
Smith, Moore & Co
Missouri
$684K +$268K +7,439 +66%
SVWAG
187
Sound View Wealth Advisors Group
Georgia
$676K +$679K +18,836 New
FZCM
188
Flynn Zito Capital Management
New York
$671K +$661K +18,340 New
ACP
189
Aveo Capital Partners
Colorado
$655K +$266K +7,380 +70%
PPWM
190
Paragon Private Wealth Management
Kentucky
$654K +$69.2K +1,920 +12%
PIA
191
Perennial Investment Advisors
California
$654K +$190K +5,260 +42%
FFA
192
Farther Finance Advisors
California
$640K +$631K +17,500 New
CWM
193
Connecticut Wealth Management
Connecticut
$622K
1W
194
1776 Wealth
Georgia
$592K -$8.47K -235 -1%
BW
195
Basepoint Wealth
Iowa
$586K +$216 +6 +0%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$584K -$35.7K -991 -6%
IAG
197
Ipsen Advisor Group
Arkansas
$565K +$557K +15,447 New
TCM
198
True Capital Management
California
$563K +$555K +15,406 New
IWM
199
Iams Wealth Management
Nebraska
$557K +$549K +15,236 New
Bank of New York Mellon
200
Bank of New York Mellon
New York
$553K +$545K +15,124 New