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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
251
GPS Wealth Strategies Group
Colorado
$280K
RIA
252
Regal Investment Advisors
Michigan
$276K -$18.6K -362 -6%
FPCG
253
Forum Private Client Group
Indiana
$276K +$278K +5,402 New
HIM
254
Hanlon Investment Management
New Jersey
$275K
CFC
255
Coyle Financial Counsel
Illinois
$274K +$276K +5,366 New
TSWM
256
Tyler-Stone Wealth Management
Ohio
$270K +$2.16K +42 +0.8%
GWM
257
Geneos Wealth Management
Colorado
$269K
PFS
258
Prospect Financial Services
New York
$266K +$1.03K +20 +0.4%
STFP
259
Signal Tree Financial Partners
Ohio
$263K +$265K +5,162 New
LWM
260
Lionshead Wealth Management
New York
$260K +$262K +5,098 New
EGM
261
Engineers Gate Manager
New York
$260K +$262K +5,088 New
MFS
262
McNamara Financial Services
Massachusetts
$256K -$56.7K -1,103 -18%
IWA
263
Icon Wealth Advisors
Texas
$255K +$2.06K +40 +0.8%
AFG
264
Atomi Financial Group
New York
$249K +$252K +4,891 New
CJH
265
Christopher J. Hasenberg
Wisconsin
$249K +$85.6K +1,664 +52%
Creative Planning
266
Creative Planning
Kansas
$247K
OFS
267
OneAscent Financial Services
Alabama
$245K +$247K +4,800 New
BW
268
Bison Wealth
Georgia
$238K -$9.26K -180 -4%
MW
269
Maia Wealth
Colorado
$234K +$235K +4,575 New
LA
270
Lifeworks Advisors
Michigan
$232K
CAS
271
Coppell Advisory Solutions
Texas
$223K +$182K +3,535 +428%
CCM
272
Condor Capital Management
New Jersey
$219K
GCA
273
Genesee Capital Advisors
New York
$218K +$1.75K +34 +0.8%
TCM
274
Triumph Capital Management
Colorado
$214K +$216K +4,201 New
PA
275
Pineridge Advisors
Missouri
$208K -$159K -3,083 -43%