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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Mascoma Wealth Management
New Hampshire
$19K – – –
EWA
577
EverSource Wealth Advisors
Alabama
$18.6K – – –
SAM
578
Smartleaf Asset Management
Massachusetts
$17.5K – – –
BAM
579
Bellevue Asset Management
Washington
$17.3K – – –
CI
580
CX Institutional
Indiana
$16K +$188 +1 +1%
OWP
581
ORG Wealth Partners
Texas
$13.8K – – –
SGFG
582
Silver Grove Financial Group
New York
$13.4K – – –
AWA
583
Acumen Wealth Advisors
Tennessee
$13.4K +$13.1K +70 New
PSFG
584
Park Square Financial Group
Georgia
$12.7K +$12.4K +66 New
CIA
585
Cape Investment Advisory
Georgia
$12.7K +$12.4K +66 New
AIC
586
Archer Investment Corporation
Indiana
$12.6K – – –
SRCM
587
Signature Resources Capital Management
California
$12.1K – – –
ECA
588
Elevated Capital Advisors
Utah
$11.3K – – –
MG
589
Mather Group
Illinois
$11.1K +$10.9K +58 New
PUI
590
Purpose Unlimited Inc
$11.1K – – –
AFC
591
Ares Financial Consulting
California
$10.7K -$1.13K -6 -10%
RF
592
Roxbury Financial
New Jersey
$10.6K – – –
SWAG
593
Spectrum Wealth Advisory Group
California
$9.78K +$9.58K +51 New
YAL
594
Your Advocates Ltd
Texas
$9.4K – – –
CW
595
CrossGen Wealth
North Carolina
$8.05K +$7.89K +42 New
DRP
596
Decker Retirement Planning
Utah
$8.05K +$7.89K +42 New
LF
597
LifeSteps Financial
California
$7.67K +$7.51K +40 New
MLA
598
MB, Levis & Associates
Pennsylvania
$6.71K +$6.57K +35 New
MAS
599
MPWM Advisory Solutions
Georgia
$6.16K +$6.01K +32 New
HFS
600
Hantz Financial Services
Michigan
$6K -$32.3K -172 -84%
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