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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
226
LVZ Inc
Michigan
$282K
SBWIC
227
Schaper Benz & Wise Investment Counsel
Wisconsin
$281K
OAM
228
Occidental Asset Management
California
$279K -$573K -11,550 -68%
GWM
229
Geneos Wealth Management
Colorado
$278K +$129K +2,605 +88%
MAM
230
Meeder Asset Management
Ohio
$276K +$793 +16 +0.3%
TA
231
TrueWealth Advisors
Alabama
$274K -$156K -3,156 -37%
WWMSC
232
Wagner Wealth Management (South Carolina)
South Carolina
$273K -$536K -10,803 -67%
HIM
233
Hanlon Investment Management
New Jersey
$270K
AAP
234
Arax Advisory Partners
Colorado
$261K +$10.2K +205 +4%
KWM
235
Kingsview Wealth Management
Oregon
$243K +$240K +4,848 New
TCM
236
True Capital Management
California
$241K +$239K +4,812 New
MWM
237
Mattern Wealth Management
Kansas
$240K
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$44.6K -899 -16%
HAS
239
HBW Advisory Services
California
$237K +$2.88K +58 +1%
BEI
240
Benjamin Edwards Inc
Missouri
$232K +$8.78K +177 +4%
IWM
241
Iams Wealth Management
Nebraska
$229K +$226K +4,564 New
FPAS
242
Focus Partners Advisor Solutions
Missouri
$223K +$220K +4,447 New
WPW
243
Watershed Private Wealth
Illinois
$223K +$220K +4,447 New
WIA
244
World Investment Advisors
California
$222K
CFGS
245
Concourse Financial Group Securities
Alabama
$220K +$206K +4,160 +1,763%
PMFA
246
Plante Moran Financial Advisors
Michigan
$220K
GCA
247
Genesee Capital Advisors
New York
$209K +$1.44K +29 +0.7%
SFPG
248
Stonebridge Financial Planning Group
Florida
$205K -$7.44K -150 -4%
MCC
249
Money Concepts Capital
Florida
$187K +$178K +3,597 +2,725%
AWM
250
Accel Wealth Management
Iowa
$175K -$263K -5,309 -60%