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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
251
Bison Wealth
Georgia
$256K -$13.9K -271 -5%
HAS
252
HBW Advisory Services
California
$254K – – –
QCIG
253
Quad-Cities Investment Group
Iowa
$254K +$1.9K +37 +0.8%
CMS
254
Capital Market Strategies
Florida
$251K – – –
Ameriprise
255
Ameriprise
Minnesota
$251K -$105K -2,046 -29%
ODG
256
O'Dell Group
Ohio
$251K +$72K +1,400 +40%
IWA
257
Icon Wealth Advisors
Texas
$251K +$1.34K +26 +0.5%
WCM
258
WealthBridge Capital Management
Ohio
$241K -$29.3K -569 -11%
DAS
259
Dynamic Advisor Solutions
Arizona
$240K -$823 -16 -0.3%
PMFA
260
Plante Moran Financial Advisors
Michigan
$235K +$235K +4,571 New
IWM
261
Iams Wealth Management
Nebraska
$227K +$227K +4,412 New
WPW
262
Watershed Private Wealth
Illinois
$226K -$46.3K -899 -17%
EFG
263
Erickson Financial Group
Pennsylvania
$225K -$2.57K -50 -1%
IGWM
264
ICA Group Wealth Management
Colorado
$224K -$63.3K -1,231 -22%
OFS
265
OneAscent Financial Services
Alabama
$224K +$225K +4,371 New
CWM
266
Collaborative Wealth Management
Florida
$221K -$235K -4,567 -51%
CCM
267
Condor Capital Management
New Jersey
$220K -$568K -11,031 -72%
SW
268
SteelPeak Wealth
California
$219K -$2.06M -40,022 -90%
AAP
269
Arax Advisory Partners
Colorado
$216K – – –
GCA
270
Genesee Capital Advisors
New York
$214K +$2.21K +43 +1%
CBFP
271
Cedar Brook Financial Partners
Ohio
$212K – – –
FFN
272
Focus Financial Network
Minnesota
$208K +$211K +4,092 New
AWG
273
Altus Wealth Group
Colorado
$207K +$208K +4,039 New
GA
274
GoalVest Advisory
New York
$180K +$180K +3,506 New
SC
275
Stephens Consulting
Michigan
$180K +$566 +11 +0.3%