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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
351
Choreo LLC
Illinois
$402K +$428K +11,995 New
BC
352
Barrett & Company
Rhode Island
$399K +$107 +3 +0%
ASN
353
Advisory Services Network
Georgia
$397K -$56.6K -1,586 -12%
TCWM
354
Total Clarity Wealth Management
Illinois
$394K – – –
QCIG
355
Quad-Cities Investment Group
Iowa
$389K +$33.7K +944 +9%
AWM
356
Accel Wealth Management
Iowa
$389K +$7.28K +204 +2%
CCA
357
Cottonwood Capital Advisors
Utah
$367K -$2.75K -77 -0.7%
KF
358
Krilogy Financial
Missouri
$365K +$36 +1 +0%
CFP
359
Comprehensive Financial Planning
Pennsylvania
$354K -$107 -3 -0%
SF
360
SageOak Financial
Oklahoma
$352K -$482K -13,514 -56%
LFA
361
Laraway Financial Advisors
Minnesota
$351K +$131K +3,660 +54%
BPFA
362
Barnes Pettey Financial Advisors
Mississippi
$349K +$18.8K +528 +5%
PWM
363
Perigon Wealth Management
California
$345K +$3.57K +100 +1%
ACMA
364
Arbor Capital Management (Alaska)
Alaska
$345K +$13.7K +383 +4%
AF
365
Advisornet Financial
Minnesota
$337K +$13.3K +372 +4%
JSL
366
JT Stratford LLC
Georgia
$337K – – –
OWA
367
ORBA Wealth Advisors
Illinois
$334K – – –
MSAM
368
Moloney Securities Asset Management
Missouri
$334K +$56.5K +1,583 +19%
QPW
369
Quantum Private Wealth
Florida
$328K -$23.4K -655 -6%
LMKC
370
L.M. Kohn & Company
Ohio
$326K +$46.8K +1,313 +16%
TA
371
TFB Advisors
Kansas
$319K – – –
CPC
372
Consolidated Planning Corp
Georgia
$316K +$50.4K +1,414 +18%
BWP
373
Balboa Wealth Partners
Arizona
$313K -$76.1K -2,133 -19%
RIL
374
Rothschild Investment LLC
Illinois
$309K +$73.6K +2,064 +29%
PA
375
Parallel Advisors
California
$304K -$5.07K -142 -2%
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15
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