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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Gray Wealth Management
Maine
$229K -$10.5K -185 -4%
GWSG
252
GPS Wealth Strategies Group
Colorado
$221K – – –
PA
253
PFG Advisors
Arizona
$219K -$47.7K -839 -18%
VWA
254
Visionary Wealth Advisors
Illinois
$217K +$216K +3,801 New
FVWA
255
Foster Victor Wealth Advisors
South Carolina
$215K +$216K +3,803 New
FNWM
256
Financial Network Wealth Management
Utah
$212K – – –
SF
257
Symphony Financial
Texas
$211K +$211K +3,715 New
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$202K +$168K +2,966 +510%
GIM
259
Greenwich Investment Management
Connecticut
$201K +$201K +3,533 New
CWA
260
Clearview Wealth Advisors
Oregon
$184K +$165K +2,907 +908%
SWM
261
Spire Wealth Management
Virginia
$158K +$158K +2,776 New
BFEC
262
Benjamin F. Edwards & Company
Missouri
$155K +$57.7K +1,015 +60%
GRP
263
Global Retirement Partners
California
$145K -$151K -2,660 -51%
TSWM
264
Tyler-Stone Wealth Management
Ohio
$127K +$127K +2,228 New
SFM
265
Signet Financial Management
New Jersey
$114K +$114K +2,000 New
RG
266
Retirement Group
California
$113K +$568 +10 +0.5%
ODG
267
O'Dell Group
Ohio
$102K – – –
FEG
268
Financial Enhancement Group
Indiana
$87K – – –
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$85K +$28.4K +500 +50%
RCM
270
Raleigh Capital Management
North Carolina
$77K +$76.5K +1,347 New
AIP
271
Ameritas Investment Partners
Nebraska
$76K +$20.2K +356 +36%
WTA
272
Washington Trust Advisors
Massachusetts
$71K +$70.7K +1,244 New
EIP
273
Ellis Investment Partners
Pennsylvania
$67K +$284 +5 +0.4%
FHA
274
First Horizon Advisors
Tennessee
$64K -$10K -176 -13%
EC
275
Elequin Capital
New York
$64K +$64.1K +1,129 New