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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Capital Advantage
California
$755K +$190K +5,655 +33%
IGWM
202
ICA Group Wealth Management
Colorado
$731K -$2.53M -75,144 -77%
BCM
203
Barometer Capital Management
Ontario, Canada
$728K -$57.2K -1,700 -7%
SWM
204
SFG Wealth Management
Maryland
$727K +$2.76K +82 +0.4%
WWA
205
WCG Wealth Advisors
Nevada
$710K +$164K +4,871 +30%
ASN
206
Advisory Services Network
Georgia
$705K +$9.02K +268 +1%
LWL
207
Leo Wealth LLC
Texas
$674K -$1.33M -39,579 -66%
KCFA
208
Key Client Fiduciary Advisors
New Jersey
$673K +$199K +5,924 +42%
KAS
209
KPP Advisory Services
Kentucky
$660K +$122K +3,634 +23%
LSA
210
Lion Street Advisors
Texas
$650K +$85K +2,526 +15%
PPG
211
Peak Planning Group
Colorado
$622K +$627K +18,622 New
CF
212
Convergence Financial
Missouri
$618K +$624K +18,527 New
FCA
213
FinTrust Capital Advisors
South Carolina
$610K +$292K +8,684 +91%
CPA
214
Clear Point Advisors
New York
$597K +$202 +6 +0%
KFP
215
KMG Fiduciary Partners
Ohio
$594K +$599K +17,799 New
GWP
216
Gateway Wealth Partners
Wisconsin
$584K +$589K +17,482 New
CFS
217
Commonwealth Financial Services
West Virginia
$583K +$598K +17,768 New
VF
218
VitalStone Financial
Texas
$574K +$81.7K +2,426 +16%
KWA
219
Kingswood Wealth Advisors
California
$564K +$49.7K +1,476 +10%
GM
220
GeoWealth Management
Illinois
$558K +$40.2K +1,194 +8%
RIA
221
Regal Investment Advisors
Michigan
$556K -$63.3K -1,881 -10%
CWM
222
Cornerstone Wealth Management
Missouri
$555K -$16.4K -486 -3%
MWM
223
Meridian Wealth Management
Kentucky
$543K +$548K +16,262 New
CSA
224
Cottage Street Advisors
Massachusetts
$536K +$541K +16,054 New
SCA
225
Snowden Capital Advisors
New York
$528K -$37K -1,100 -7%
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