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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
226
Watershed Private Wealth
Illinois
$282K +$55.2K +1,086 +24%
HIM
227
Hanlon Investment Management
New Jersey
$275K – – –
EFG
228
Erickson Financial Group
Pennsylvania
$271K -$167K -3,277 -38%
HAS
229
HBW Advisory Services
California
$268K +$26.8K +528 +11%
AAP
230
Arax Advisory Partners
Colorado
$265K – – –
SC
231
Stephens Consulting
Michigan
$260K +$260K +5,111 New
CCA
232
Conservest Capital Advisors
Pennsylvania
$255K +$254K +5,005 New
TF
233
TimeScale Financial
Massachusetts
$251K +$250K +4,925 New
OPOWM
234
One Plus One Wealth Management
Florida
$249K +$248K +4,885 New
TCM
235
True Capital Management
California
$246K +$1.07K +21 +0.4%
MWM
236
Mattern Wealth Management
Kansas
$244K – – –
BEI
237
Benjamin Edwards Inc
Missouri
$236K +$559 +11 +0.2%
VFA
238
Valeo Financial Advisors
Indiana
$234K -$66.1K -1,300 -22%
HWA
239
HCR Wealth Advisors
California
$229K -$381K -7,500 -63%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$14.9K -293 -6%
WIA
241
World Investment Advisors
California
$225K – – –
RWM
242
Revisor Wealth Management
Ohio
$224K +$223K +4,395 New
PMFA
243
Plante Moran Financial Advisors
Michigan
$223K – – –
GCA
244
Genesee Capital Advisors
New York
$209K -$3.56K -70 -2%
NFG
245
Nations Financial Group
Iowa
$201K +$201K +3,950 New
AWM
246
Accel Wealth Management
Iowa
$158K -$20.1K -396 -11%
TLA
247
Tanglewood Legacy Advisors
Texas
$155K +$35.8K +705 +30%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$149K +$36.2K +713 +32%
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$120K +$119K +2,347 New
GWSG
250
GPS Wealth Strategies Group
Colorado
$118K +$117K +2,310 New