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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$392K
CC
227
Capstone Capital
Nevada
$389K
PPWM
228
Paragon Private Wealth Management
Kentucky
$383K -$84.6K -1,659 -18%
OC
229
Oppenheimer & Co
New York
$373K +$51K +1,000 +16%
CWM
230
Cornerstone Wealth Management
Missouri
$369K -$18.9K -370 -5%
BC
231
Bowman & Company
Wisconsin
$367K -$4.59K -90 -1%
AWA
232
Alta Wealth Advisors
Massachusetts
$364K -$9.54K -187 -3%
MAS
233
Meeder Advisory Services
Ohio
$357K +$40.4K +793 +13%
KA
234
Kovack Advisors
Florida
$355K
WAG
235
Wheelhouse Advisory Group
Missouri
$351K -$30.4K -596 -8%
SWA
236
Stratos Wealth Advisors
Ohio
$349K -$1.11M -21,774 -76%
WCFA
237
Walkner Condon Financial Advisors
Wisconsin
$333K -$176K -3,459 -34%
JIR
238
James Investment Research
Ohio
$326K
CW
239
Cooksen Wealth
Texas
$325K -$2.65K -52 -0.8%
STFP
240
Signal Tree Financial Partners
Ohio
$313K +$53.8K +1,054 +20%
PWM
241
Purus Wealth Management
California
$312K -$6.63K -130 -2%
SG
242
StoneX Group
New York
$307K
KWM
243
Kingsview Wealth Management
Oregon
$303K -$30.2K -592 -9%
SWP
244
ShoreHaven Wealth Partners
New Jersey
$299K -$143K -2,794 -32%
AI
245
Auour Investments
Massachusetts
$298K -$97.6K -1,913 -24%
RIA
246
Regal Investment Advisors
Michigan
$295K +$22K +432 +8%
HAS
247
HBW Advisory Services
California
$286K -$43.8K -859 -13%
Ameriprise
248
Ameriprise
Minnesota
$284K -$1.33K -26 -0.5%
MIM
249
Marshall Investment Management
Colorado
$278K +$4.59K +90 +2%
GWSG
250
GPS Wealth Strategies Group
Colorado
$277K