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FT Vest US Equity Moderate Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
HIS
76
Harvest Investment Services
Illinois
$361K – – –
GFG
77
Grantvest Financial Group
New Jersey
$357K -$9.23K -216 -2%
IF
78
Integrity Financial
Wyoming
$356K +$45.5K +1,066 +14%
AE Wealth Management
79
AE Wealth Management
Kansas
$350K +$17.6K +413 +5%
Signature Estate & Investment Advisors
80
Signature Estate & Investment Advisors
California
$346K – – –
Advisory Services Network
81
Advisory Services Network
Georgia
$334K +$84K +1,967 +33%
SAM
82
Synergy Asset Management
Washington
$330K -$18K -422 -5%
Avidian Wealth Enterprises
83
Avidian Wealth Enterprises
Texas
$317K +$49.8K +1,166 +18%
MC
84
Miramontes Capital
California
$308K -$14.2K -333 -4%
BWM
85
BCGM Wealth Management
Indiana
$298K – – –
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$293K – – –
SFWA
87
Summit Financial Wealth Advisors
Louisiana
$293K +$299K +6,992 New
HP
88
Holistic Planning
Texas
$287K +$83.7K +1,959 +40%
United Capital Financial Advisors
89
United Capital Financial Advisors
Texas
$282K +$288K +6,733 New
AIC
90
Archer Investment Corporation
Indiana
$260K +$229K +5,358 +635%
Brinker Capital Investments
91
Brinker Capital Investments
Pennsylvania
$253K +$48.7K +1,139 +23%
Arkadios Wealth Advisors
92
Arkadios Wealth Advisors
Georgia
$249K +$22.9K +535 +10%
NLP
93
Next Level Private
New York
$243K +$248K +5,794 New
MWM
94
MBE Wealth Management
Wisconsin
$218K +$222K +5,205 New
CF
95
Centaurus Financial
California
$206K +$21.9K +512 +12%
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$193K +$197K +4,600 New
SEP
97
Signature Equity Partners
Ohio
$190K -$293K -6,866 -60%
BWM
98
Benson Wealth Management
Tennessee
$153K – – –
Morgan Stanley
99
Morgan Stanley
New York
$107K – – –
DFA
100
DHJJ Financial Advisors
Illinois
$94.5K +$40.5K +947 +72%