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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
226
Warren Street Wealth Advisors
California
$358K +$362K +7,071 New
EWM
227
Echo Wealth Management
Minnesota
$343K -$515K -10,050 -60%
PWA
228
PCG Wealth Advisors
Kansas
$342K -$360K -7,020 -51%
SWP
229
ShoreHaven Wealth Partners
New Jersey
$333K +$338K +6,587 New
FFN
230
Focus Financial Network
Minnesota
$331K +$14.4K +281 +4%
FPCG
231
Forum Private Client Group
Indiana
$311K +$20K +391 +7%
LI
232
LVZ Inc
Michigan
$309K -$233K -4,550 -43%
ATPW
233
Ashton Thomas Private Wealth
Arizona
$304K
IF
234
Intrua Financial
Texas
$300K +$27.8K +543 +10%
BPA
235
Beacon Pointe Advisors
California
$299K -$213K -4,165 -41%
VFA
236
Valeo Financial Advisors
Indiana
$299K -$16.4K -321 -5%
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$286K +$40.6K +792 +16%
SBWIC
238
Schaper Benz & Wise Investment Counsel
Wisconsin
$283K
HAS
239
HBW Advisory Services
California
$275K -$160K -3,129 -37%
HIM
240
Hanlon Investment Management
New Jersey
$273K
AWA
241
Arete Wealth Advisors
Illinois
$264K -$7.74K -151 -3%
BRWM
242
B. Riley Wealth Management
Tennessee
$259K +$1.49K +29 +0.6%
AAP
243
Arax Advisory Partners
Colorado
$253K +$49.7K +970 +24%
EFS
244
Essex Financial Services
Connecticut
$249K +$38.9K +760 +18%
MA
245
MBA Advisors
Pennsylvania
$245K +$248K +4,842 New
SG
246
StoneX Group
New York
$233K +$235K +4,594 New
WIA
247
World Investment Advisors
California
$230K
SFPG
248
Stonebridge Financial Planning Group
Florida
$225K -$49.2K -960 -18%
BEI
249
Benjamin Edwards Inc
Missouri
$224K -$15K -293 -6%
DWM
250
Doyle Wealth Management
Florida
$223K -$229K -4,463 -50%