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First Trust Value Line Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
426
RDA Financial Network
Iowa
$316K -$18.9K -430 -6%
SPWM
427
Schrum Private Wealth Management
Florida
$313K – – –
TA
428
TFB Advisors
Kansas
$310K -$10.4K -237 -3%
Corient Private Wealth
429
Corient Private Wealth
Florida
$309K -$44.6K -1,014 -13%
PPG
430
Peak Planning Group
Colorado
$306K -$564K -12,833 -65%
OMIC
431
Old Mission Investment Co
Michigan
$305K – – –
LA
432
LexAurum Advisors
Kansas
$304K -$110K -2,497 -27%
AIA
433
Accelerate Investment Advisors
California
$304K +$12.8K +291 +4%
RFN
434
Redwood Financial Network
Ohio
$299K +$440 +10 +0.1%
KPWG
435
KFA Private Wealth Group
Virginia
$293K +$288K +6,558 New
WP
436
WealthPLAN Partners
Nebraska
$290K +$8.09K +184 +3%
SWA
437
Sax Wealth Advisors
New Jersey
$284K +$11.2K +254 +4%
SA
438
Skyline Advisors
Washington
$281K -$20.7K -471 -7%
WMA
439
West Michigan Advisors
Michigan
$277K +$352 +8 +0.1%
APP
440
Avantax Planning Partners
Iowa
$277K – – –
VPW
441
Variant Private Wealth
Virginia
$276K -$9.02K -205 -3%
GWA
442
Gratus Wealth Advisors
Virginia
$275K +$1.58K +36 +0.6%
HP
443
Hilltop Partners
Indiana
$274K +$269K +6,127 New
GM
444
GeoWealth Management
Illinois
$273K -$22.4K -509 -8%
WFA
445
WMG Financial Advisors
Tennessee
$272K – – –
CWP
446
Cyndeo Wealth Partners
Florida
$267K +$2.77K +63 +1%
PB
447
Pinnacle Bancorp
Nebraska
$265K +$6.51K +148 +3%
BTWM
448
Brass Tax Wealth Management
Ohio
$263K +$259K +5,887 New
WKSWA
449
White Knight Strategic Wealth Advisors
New Jersey
$260K -$28.6K -650 -10%
CWP
450
Core Wealth Partners
California
$259K +$132 +3 +0.1%