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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SMF
226
Sterling Manor Financial
New York
$321K -$9.83K -173 -3%
SBWIC
227
Schaper Benz & Wise Investment Counsel
Wisconsin
$319K +$318K +5,601 New
HIM
228
Hanlon Investment Management
New Jersey
$307K – – –
AWA
229
Arete Wealth Advisors
Illinois
$305K -$1.19K -21 -0.4%
SFPG
230
Stonebridge Financial Planning Group
Florida
$300K -$88K -1,549 -22%
BWM
231
BlackDiamond Wealth Management
New York
$296K +$296K +5,202 New
PWP
232
Principle Wealth Partners
Connecticut
$295K – – –
JSW
233
Journey Strategic Wealth
New Jersey
$293K +$292K +5,140 New
SFG
234
Sovereign Financial Group
Connecticut
$291K +$12.2K +214 +4%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$9.66K +170 +3%
IWA
236
Inspirion Wealth Advisors
Illinois
$282K -$10.8K -190 -4%
BEI
237
Benjamin Edwards Inc
Missouri
$278K +$15.6K +274 +6%
IF
238
Intrua Financial
Texas
$261K +$260K +4,580 New
HNW
239
High Note Wealth
Minnesota
$255K – – –
PMFA
240
Plante Moran Financial Advisors
Michigan
$250K – – –
GSWM
241
Golden State Wealth Management
California
$246K – – –
DAS
242
Dynamic Advisor Solutions
Arizona
$245K +$29.7K +522 +14%
WIA
243
World Investment Advisors
California
$244K – – –
EWM
244
EPG Wealth Management
Georgia
$244K +$568 +10 +0.2%
MA
245
MBA Advisors
Pennsylvania
$241K – – –
SAM
246
SignalPoint Asset Management
Missouri
$239K – – –
EFS
247
Essex Financial Services
Connecticut
$237K – – –
BPA
248
Beacon Pointe Advisors
California
$237K +$1.14K +20 +0.5%
CA
249
Calton & Associates
Florida
$234K +$114 +2 +0%
GCA
250
Genesee Capital Advisors
New York
$233K +$1.08K +19 +0.5%
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