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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
351
Objective Capital Management
Ohio
$449K +$1.42K +38 +0.3%
MIFH
352
Migdal Insurance & Financial Holdings
Israel
$448K +$468K +12,500 New
CWM
353
Concentrum Wealth Management
California
$446K +$466K +12,443 New
EA
354
Ellsworth Advisors
Ohio
$440K +$94.7K +2,530 +26%
BIA
355
Barry Investment Advisors
Massachusetts
$430K +$24.4K +653 +6%
BC
356
Barrett & Company
Rhode Island
$427K +$75 +2 +0%
EFG
357
Ethos Financial Group
Pennsylvania
$424K -$1.01K -27 -0.2%
GWM
358
Geneos Wealth Management
Colorado
$412K +$167K +4,456 +63%
BWP
359
Balboa Wealth Partners
Arizona
$411K +$429K +11,473 New
CCFM
360
Clear Creek Financial Management
Washington
$409K +$21.5K +574 +5%
AWM
361
Accel Wealth Management
Iowa
$409K +$110K +2,940 +35%
CCMG
362
Clark Capital Management Group
Pennsylvania
$404K +$121K +3,235 +40%
CCA
363
Cottonwood Capital Advisors
Utah
$396K +$449 +12 +0.1%
TCWM
364
Total Clarity Wealth Management
Illinois
$394K +$196K +5,250 +92%
KF
365
Krilogy Financial
Missouri
$391K +$37 +1 +0%
SA
366
Sovran Advisors
California
$386K +$395K +10,546 New
QCIG
367
Quad-Cities Investment Group
Iowa
$383K -$2.77K -74 -0.7%
PWM
368
Perigon Wealth Management
California
$382K – – –
CFP
369
Comprehensive Financial Planning
Pennsylvania
$379K +$396K +10,578 New
QPW
370
Quantum Private Wealth
Florida
$375K -$47.8K -1,277 -11%
ACMA
371
Arbor Capital Management (Alaska)
Alaska
$370K +$66.5K +1,777 +22%
PWM
372
Prosperity Wealth Management
California
$366K -$1.65K -44 -0.4%
JSL
373
JT Stratford LLC
Georgia
$360K – – –
OWA
374
ORBA Wealth Advisors
Illinois
$357K -$150K -4,000 -29%
MWM
375
Maridea Wealth Management
New York
$356K +$372K +9,937 New
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