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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$378K – – –
QPW
227
Quantum Private Wealth
Florida
$368K – – –
AI
228
Auour Investments
Massachusetts
$367K +$13.1K +256 +4%
WCFA
229
Walkner Condon Financial Advisors
Wisconsin
$352K -$391K -7,659 -53%
KWM
230
Kingsview Wealth Management
Oregon
$348K – – –
MAS
231
Meeder Advisory Services
Ohio
$341K +$341K +6,684 New
SAG
232
Spotlight Asset Group
Illinois
$336K – – –
PWM
233
Purus Wealth Management
California
$335K -$1.07K -21 -0.3%
Creative Planning
234
Creative Planning
Kansas
$332K -$235K -4,608 -41%
CW
235
Cooksen Wealth
Texas
$325K +$1.99K +39 +0.6%
CAM
236
Cozad Asset Management
Illinois
$319K – – –
LA
237
Lifeworks Advisors
Michigan
$318K -$66.3K -1,299 -17%
EWS
238
Evergreen Wealth Solutions
Pennsylvania
$316K +$1.43K +28 +0.5%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$310K +$310K +6,080 New
MFS
240
McNamara Financial Services
Massachusetts
$309K -$75.1K -1,473 -20%
FWM
241
Fairhaven Wealth Management
Illinois
$306K – – –
GWSG
242
GPS Wealth Strategies Group
Colorado
$281K -$35.7K -700 -11%
HIM
243
Hanlon Investment Management
New Jersey
$275K – – –
LS
244
Leelyn Smith
Illinois
$274K -$105K -2,067 -28%
GWM
245
Geneos Wealth Management
Colorado
$269K -$14.2K -278 -5%
BEI
246
Benjamin Edwards Inc
Missouri
$264K +$4.59K +90 +2%
SEIA
247
Signature Estate & Investment Advisors
California
$263K +$263K +5,160 New
AWM
248
Apollon Wealth Management
South Carolina
$261K -$95.5K -1,873 -27%
PMFA
249
Plante Moran Financial Advisors
Michigan
$258K +$24.2K +474 +10%
CCA
250
Conservest Capital Advisors
Pennsylvania
$257K – – –