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First Trust Rising Dividend Achievers ETF
RDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
526
Park Square Financial Group
Georgia
$720K -$253K -3,359 -27%
GPW
527
Gentry Private Wealth
Kansas
$718K +$10.4K +138 +2%
MPW
528
MASECO Private Wealth
$718K – – –
DWM
529
Diversify Wealth Management
Utah
$713K +$144K +1,915 +28%
DAS
530
Diversify Advisory Services
Utah
$713K +$666K +8,850 New
JFGLC
531
Johnson Financial Group LLC (Colorado)
Colorado
$707K – – –
KFP
532
Kerr Financial Planning
California
$707K +$242K +3,215 +58%
BAM
533
Belpointe Asset Management
Nevada
$695K +$3.61K +48 +0.6%
FCA
534
Fortis Capital Advisors
Kansas
$695K +$3.61K +48 +0.6%
CWP
535
Cyndeo Wealth Partners
Florida
$691K +$87K +1,157 +16%
IPW
536
Impact Partnership Wealth
Georgia
$689K +$361K +4,801 +130%
SFWA
537
Summit Financial Wealth Advisors
Louisiana
$679K +$113K +1,501 +22%
WAM
538
WealthTrust Asset Management
Florida
$675K +$17K +226 +3%
LWM
539
Lighthouse Wealth Management
Ohio
$675K – – –
APWA
540
Atlas Private Wealth Advisors
New Jersey
$671K -$62K -824 -9%
MW
541
Maia Wealth
Colorado
$660K -$68.7K -914 -10%
RF
542
Rossby Financial
Florida
$640K +$282K +3,750 +90%
CAM
543
Clark Asset Management
New Hampshire
$633K – – –
PWM
544
Puff Wealth Management
New Jersey
$631K +$585K +7,782 New
RPGK
545
Retirement Planning Group (Kansas)
Kansas
$610K -$36.3K -482 -6%
CP
546
Castleview Partners
Texas
$600K +$38.1K +507 +7%
NFA
547
Northwest Financial Advisors
Virginia
$598K +$376 +5 +0.1%
PB
548
Pinnacle Bancorp
Nebraska
$593K – – –
MCM
549
McKinney Capital Management
Texas
$591K +$60.6K +806 +12%
MWM
550
MBE Wealth Management
Wisconsin
$585K +$31.6K +420 +6%
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