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First Trust Value Line Dividend Fund
FVD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
176
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.76M +$2.87M +63,342 New
PIA
177
Perennial Investment Advisors
California
$2.74M -$482K -10,647 -15%
CA
178
Continuum Advisory
Idaho
$2.68M +$133K +2,933 +5%
MIM
179
Marshall Investment Management
Colorado
$2.67M +$2.65M +58,631 New
AFP
180
Ausdal Financial Partners
Iowa
$2.66M -$782K -17,291 -22%
NL
181
NWAM LLC
Washington
$2.62M +$981K +21,682 +56%
SB
182
Strategic Blueprint
Georgia
$2.62M +$55.8K +1,233 +2%
PS
183
Principal Securities
Iowa
$2.62M -$137K -3,025 -5%
CA
184
Claro Advisors
Massachusetts
$2.47M -$113K -2,489 -4%
PAS
185
Park Avenue Securities
New York
$2.47M -$216K -4,765 -8%
TA
186
TFG Advisers
Michigan
$2.46M -$47.3K -1,045 -2%
FNWM
187
Financial Network Wealth Management
Utah
$2.37M -$15.9K -351 -0.6%
SA
188
Sovran Advisors
California
$2.36M +$2.47M +54,612 New
MWA
189
Medallion Wealth Advisors
Connecticut
$2.35M +$2.4M +53,005 New
SWIA
190
Solano Wealth Investment Advisors
California
$2.25M +$2.33M +51,527 New
PWP
191
Pursue Wealth Partners
California
$2.21M – – –
FB
192
Finward Bancorp
Indiana
$2.2M +$2.28M +50,488 New
PSF
193
Pacific Sun Financial
California
$2.17M -$15.4K -340 -0.7%
MCM
194
MAI Capital Management
Ohio
$2.17M +$6.61K +146 +0.3%
LWP
195
Laurel Wealth Planning
Minnesota
$2.1M -$76.5K -1,691 -3%
GIA
196
Gladstone Institutional Advisory
Florida
$2.09M -$475K -10,488 -18%
MFN
197
Midwest Financial Network
Illinois
$2.07M +$2.15M +47,532 New
NW
198
NewEdge Wealth
Pennsylvania
$2.07M +$829K +18,323 +63%
WMWM
199
Whitaker-Myers Wealth Managers
Ohio
$2.07M -$85.2K -1,882 -4%
SWM
200
Spire Wealth Management
Virginia
$2.06M -$71.1K -1,572 -3%
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