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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
226
U.S. Capital Wealth Advisors
Texas
$391K -$238K -4,775 -39%
BAM
227
Belpointe Asset Management
Nevada
$389K +$375K +7,539 New
LA
228
Lifeworks Advisors
Michigan
$388K +$374K +7,514 New
FSG
229
Financial Strategies Group
Michigan
$386K +$25.2K +506 +7%
OC
230
Oppenheimer & Co
New York
$382K – – –
QPW
231
Quantum Private Wealth
Florida
$372K – – –
Ameriprise
232
Ameriprise
Minnesota
$358K -$129K -2,590 -27%
AI
233
Auour Investments
Massachusetts
$358K -$89.3K -1,796 -20%
LI
234
LVZ Inc
Michigan
$352K -$497K -10,000 -59%
PWM
235
Purus Wealth Management
California
$343K -$91.2K -1,833 -22%
MAM
236
Meeder Asset Management
Ohio
$332K – – –
US Bancorp
237
US Bancorp
Minnesota
$330K -$33.8K -679 -10%
CAM
238
Cozad Asset Management
Illinois
$323K -$65.4K -1,315 -17%
SAG
239
Spotlight Asset Group
Illinois
$322K – – –
GWSG
240
GPS Wealth Strategies Group
Colorado
$320K -$21.6K -435 -7%
EWS
241
Evergreen Wealth Solutions
Pennsylvania
$317K +$305K +6,133 New
FFA
242
Fragasso Financial Advisors
Pennsylvania
$310K – – –
FWM
243
Fairhaven Wealth Management
Illinois
$310K +$298K +6,000 New
FMI
244
F/M Investments
District of Columbia
$308K – – –
TIM
245
Total Investment Management
Arizona
$301K +$2.04K +41 +0.7%
SWP
246
ShoreHaven Wealth Partners
New Jersey
$294K -$36.7K -737 -11%
FPCG
247
Forum Private Client Group
Indiana
$293K +$283K +5,680 New
SL
248
Salomon & Ludwin
Virginia
$293K – – –
IGWM
249
ICA Group Wealth Management
Colorado
$289K -$236K -4,739 -46%
GWM
250
Geneos Wealth Management
Colorado
$287K – – –