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First Trust Intermediate Duration Investment Grade Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRMM
126
Regatta Research & Money Management
Louisiana
$12.5K +$12.5K +603 New
MAS
127
MPWM Advisory Solutions
Georgia
$12.4K – – –
SGFG
128
Silver Grove Financial Group
New York
$11.5K +$11.6K +557 New
HNB
129
Huntington National Bank
Ohio
$6.11K – – –
ANBT
130
American National Bank & Trust
Texas
$4.91K – – –
KCM
131
Key Capital Management
Tennessee
$4.62K – – –
Jones Financial Companies
132
Jones Financial Companies
Missouri
$3.39K +$3.38K +163 New
AG
133
AmeriFlex Group
Nevada
$3.19K – – –
CIAS
134
Capital Investment Advisory Services
North Carolina
$3.15K +$42 +2 +1%
CA
135
Continuum Advisory
Idaho
$3.02K +$3.03K +146 New
WWMSC
136
Wagner Wealth Management (South Carolina)
South Carolina
$2.82K – – –
SAM
137
Smartleaf Asset Management
Massachusetts
$2.66K – – –
LAS
138
Lloyd Advisory Services
Georgia
$1.76K +$1.76K +85 New
SFG
139
Strive Financial Group
Indiana
$787 – – –
JP Morgan Chase
140
JP Morgan Chase
New York
$32 -$21 -1 -50%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$25 – – –
PEWA
142
Pacific Excel Wealth Advisors
California
– -$1.36M -65,437 Closed
IAA
143
Independent Advisor Alliance
North Carolina
– -$952K -45,890 Closed
TWP
144
Triad Wealth Partners
Kansas
– -$308K -14,862 Closed
AA
145
Advisory Alpha
Michigan
– -$206K -9,938 Closed
IWN
146
Independent Wealth Network
Iowa
– -$201K -9,667 Closed
ASN
147
Advisory Services Network
Georgia
– -$59.5K -2,868 Closed
GWANC
148
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$31.1K -1,500 Closed
TWM
149
Topsail Wealth Management
North Carolina
– -$9.34K -450 Closed
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
– -$5.96K -287 Closed