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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
251
Bison Wealth
Georgia
$256K – – –
IWA
252
Icon Wealth Advisors
Texas
$254K +$2.65K +52 +1%
AWM
253
AE Wealth Management
Kansas
$252K -$5.36K -105 -2%
ODG
254
O'Dell Group
Ohio
$251K – – –
CMS
255
Capital Market Strategies
Florida
$250K – – –
OFS
256
OneAscent Financial Services
Alabama
$242K +$19.2K +376 +9%
Ameriprise
257
Ameriprise
Minnesota
$238K -$12.1K -238 -5%
IWM
258
Iams Wealth Management
Nebraska
$231K +$5.82K +114 +3%
DAS
259
Dynamic Advisor Solutions
Arizona
$228K -$10.7K -209 -4%
CCM
260
Condor Capital Management
New Jersey
$219K – – –
PFS
261
Prospect Financial Services
New York
$216K +$216K +4,225 New
QCIG
262
Quad-Cities Investment Group
Iowa
$216K -$36.7K -720 -15%
AAP
263
Arax Advisory Partners
Colorado
$214K – – –
GCA
264
Genesee Capital Advisors
New York
$214K +$1.73K +34 +0.8%
SC
265
Stephens Consulting
Michigan
$178K -$612 -12 -0.3%
CFD
266
Creative Financial Designs
Indiana
$156K +$867 +17 +0.6%
SOS
267
Silver Oak Securities
Tennessee
$154K +$459 +9 +0.3%
IGWM
268
ICA Group Wealth Management
Colorado
$149K -$73.6K -1,442 -33%
TSWM
269
Tyler-Stone Wealth Management
Ohio
$133K +$1.02K +20 +0.8%
VF
270
VitalStone Financial
Texas
$131K -$17K -333 -11%
IAIM
271
International Assets Investment Management
Florida
$112K +$112K +2,198 New
RWMG
272
Redwood Wealth Management Group
New Jersey
$111K +$111K +2,175 New
FFA
273
Farther Finance Advisors
California
$102K +$102K +1,998 New
AA
274
Ancora Advisors
Ohio
$93.5K – – –
CAS
275
Coppell Advisory Solutions
Texas
$84.4K +$84.3K +1,652 New