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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kaydan Wealth Management
Michigan
$395K -$8.72K -171 -2%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$392K – – –
CC
228
Capstone Capital
Nevada
$389K – – –
PPWM
229
Paragon Private Wealth Management
Kentucky
$383K -$84.6K -1,659 -18%
OC
230
Oppenheimer & Co
New York
$373K +$51K +1,000 +16%
CWM
231
Cornerstone Wealth Management
Missouri
$369K -$18.9K -370 -5%
BC
232
Bowman & Company
Wisconsin
$367K -$4.59K -90 -1%
AWA
233
Alta Wealth Advisors
Massachusetts
$364K -$9.54K -187 -3%
MAS
234
Meeder Advisory Services
Ohio
$357K +$40.4K +793 +13%
KA
235
Kovack Advisors
Florida
$355K – – –
WAG
236
Wheelhouse Advisory Group
Missouri
$351K -$30.4K -596 -8%
SWA
237
Stratos Wealth Advisors
Ohio
$349K -$1.11M -21,774 -76%
WCFA
238
Walkner Condon Financial Advisors
Wisconsin
$333K -$176K -3,459 -34%
JIR
239
James Investment Research
Ohio
$326K – – –
CW
240
Cooksen Wealth
Texas
$325K -$2.65K -52 -0.8%
STFP
241
Signal Tree Financial Partners
Ohio
$313K +$53.8K +1,054 +20%
PWM
242
Purus Wealth Management
California
$312K -$6.63K -130 -2%
SG
243
StoneX Group
New York
$307K – – –
KWM
244
Kingsview Wealth Management
Oregon
$303K -$30.2K -592 -9%
SWP
245
ShoreHaven Wealth Partners
New Jersey
$299K -$143K -2,794 -32%
AI
246
Auour Investments
Massachusetts
$298K -$97.6K -1,913 -24%
RIA
247
Regal Investment Advisors
Michigan
$295K +$22K +432 +8%
HAS
248
HBW Advisory Services
California
$286K -$43.8K -859 -13%
Ameriprise
249
Ameriprise
Minnesota
$284K -$1.33K -26 -0.5%
MIM
250
Marshall Investment Management
Colorado
$278K +$4.59K +90 +2%