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Who holds SDVY

FIRST TR EXCHANGE TRADED FD · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
LPL Financial LLC26.0M$1.1B0.3%
MORGAN STANLEY18.5M$796.6M0.0%
RAYMOND JAMES FINANCIAL INC15.4M$664.0M0.2%
WELLS FARGO & COMPANY/MN13.3M$572.0M0.1%
BANK OF AMERICA CORP /DE/9.9M$428.9M0.0%
Cetera Investment Advisers8.3M$356.1M0.3%
ROYAL BANK OF CANADA6.8M$292.1M0.0%
UBS Group AG6.7M$289.6M0.0%
Capital Investment Advisors, LLC4.7M$204.1M2.7%
HARBOUR INVESTMENTS, INC.4.0M$173.3M2.3%
STIFEL FINANCIAL CORP3.9M$170.3M0.1%
COMMONWEALTH EQUITY SERVICES, LLC3.6M$157.4M0.2%
PARK NATIONAL CORP /OH/3.5M$152.3M4.3%
ENVESTNET ASSET MANAGEMENT INC3.4M$145.0M0.0%
OSAIC HOLDINGS, INC.3.2M$139.1M0.2%
TRUIST FINANCIAL CORP2.8M$118.8M0.1%
LVZ, Inc.2.7M$116.7M11.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.6M$111.0M0.1%
Cambridge Investment Research Advisors, Inc.2.5M$106.9M0.2%
JONES FINANCIAL COMPANIES LLLP1.8M$79.2M0.0%
BLAIR WILLIAM & CO/IL1.8M$77.3M0.2%
Baird Financial Group, Inc.1.8M$75.9M0.1%
Kestra Advisory Services, LLC1.7M$73.4M0.2%
MML INVESTORS SERVICES, LLC1.7M$72.6M0.1%
Southern Financial Group, LLC1.3M$56.4M14.4%
Private Advisor Group, LLC1.3M$55.3M0.3%
NewEdge Advisors, LLC1.2M$51.7M0.2%
Rockefeller Capital Management L.P.1.2M$50.2M0.1%
SMITH CHAS P & ASSOCIATES PA CPAS1.0M$43.3M2.2%
Janney Montgomery Scott LLC944.1K$40.7M0.1%
MGO ONE SEVEN LLC897.4K$38.7M0.6%
JSF Financial, LLC886.2K$38.2M6.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC870.7K$37.2M0.1%
D.A. DAVIDSON & CO.850.0K$36.7M0.2%
Western Wealth Management, LLC837.1K$36.1M1.2%
Prospera Financial Services Inc796.2K$34.4M0.5%
GW HENSSLER & ASSOCIATES LTD690.5K$29.8M1.3%
Decker Wealth Management LLC650.8K$28.1M6.0%
Csenge Advisory Group650.4K$28.1M1.1%
Private Wealth Asset Management, LLC640.0K$27.7M2.7%
Integrated Wealth Concepts LLC637.0K$27.5M0.2%
FIRST TRUST ADVISORS LP634.3K$27.3M0.0%
Blue Chip Partners, LLC623.3K$26.9M1.7%
Sanctuary Advisors, LLC611.4K$26.4M0.1%
Aptus Capital Advisors, LLC600.1K$25.9M0.2%
Trilogy Capital Inc.583.9K$25.2M1.0%
GUARDIAN WEALTH ADVISORS, LLC / NC571.7K$24.7M1.4%
Summit Financial, LLC544.0K$23.5M0.3%
Equitable Holdings, Inc.539.2K$23.3M0.1%
Focus Partners Wealth505.5K$21.8M0.0%
Wagner Wealth Management, LLC501.6K$21.6M4.0%
Crumly & Associates Inc.468.8K$20.2M3.9%
Sanchez Wealth Management Group466.6K$20.1M3.5%
&PARTNERS459.1K$19.8M0.1%
Focus Financial Network, Inc.442.1K$19.1M0.6%
Advantage Trust Co439.4K$19.0M6.7%
Arkadios Wealth Advisors435.3K$18.8M0.3%
DAGCO, INC.428.3K$18.5M3.4%
INDEPENDENT FINANCIAL GROUP, LLC418.5K$18.1M0.3%
Solano Wealth Investment Advisors LLC416.9K$18.0M8.2%
Top Fund Holdings
13F
Top Fund Holdings

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