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First Trust Smith Opportunistic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
151
Cyndeo Wealth Partners
Florida
$954K +$4.76K +107 +0.5%
MYIA
152
Mount Yale Investment Advisors
Colorado
$953K -$1.74M -38,987 -64%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$953K +$708K +15,892 +284%
CL
154
CLG LLC
California
$936K -$55.5K -1,247 -6%
MFG
155
Merit Financial Group
Georgia
$935K +$111K +2,503 +13%
AA
156
Advisory Alpha
Michigan
$921K +$16.7K +376 +2%
LFA
157
Laraway Financial Advisors
Minnesota
$918K -$4.19K -94 -0.5%
FPB
158
First PREMIER Bank
South Dakota
$850K
BFG
159
Beacon Financial Group
Texas
$847K -$6.55K -147 -0.8%
Creative Planning
160
Creative Planning
Kansas
$828K -$74.6K -1,676 -8%
AWA
161
Acorn Wealth Advisors
Michigan
$822K -$704K -15,804 -46%
ACG
162
Allen Capital Group
Nebraska
$812K -$71.3K -1,601 -8%
GSWM
163
Golden State Wealth Management
California
$802K +$1.65K +37 +0.2%
WCFA
164
Walkner Condon Financial Advisors
Wisconsin
$775K +$34.5K +775 +5%
M1FG
165
Mach-1 Financial Group
Arkansas
$774K +$778K +17,461 New
GA
166
GSG Advisors
New Jersey
$767K -$28.5K -640 -4%
PWM
167
Perigon Wealth Management
California
$767K +$69.9K +1,570 +10%
CFCI
168
Comprehensive Financial Consultants Institutional
Indiana
$765K -$31.4K -704 -4%
UAG
169
United Advisor Group
Ohio
$742K -$302K -6,782 -29%
SPC
170
Sigma Planning Corp
Michigan
$716K -$868K -19,491 -55%
PB
171
Pinnacle Bancorp
Nebraska
$685K +$5.34K +120 +0.8%
AWG
172
Altus Wealth Group
Colorado
$675K -$16.3K -365 -2%
CIAS
173
Capital Investment Advisory Services
North Carolina
$632K +$68K +1,527 +12%
SAI
174
Savvy Advisors Inc
New York
$631K +$45.4K +1,019 +8%
RF
175
Rossby Financial
Florida
$625K +$11.6K +261 +2%