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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
251
Marshall Investment Management
Colorado
$282K +$279K +5,426 New
GWSG
252
GPS Wealth Strategies Group
Colorado
$280K – – –
RIA
253
Regal Investment Advisors
Michigan
$276K -$18.6K -362 -6%
FPCG
254
Forum Private Client Group
Indiana
$276K +$278K +5,402 New
HIM
255
Hanlon Investment Management
New Jersey
$275K – – –
CFC
256
Coyle Financial Counsel
Illinois
$274K +$276K +5,366 New
TSWM
257
Tyler-Stone Wealth Management
Ohio
$270K +$2.16K +42 +0.8%
GWM
258
Geneos Wealth Management
Colorado
$269K – – –
PFS
259
Prospect Financial Services
New York
$266K +$1.03K +20 +0.4%
STFP
260
Signal Tree Financial Partners
Ohio
$263K +$265K +5,162 New
LWM
261
Lionshead Wealth Management
New York
$260K +$262K +5,098 New
EGM
262
Engineers Gate Manager
New York
$260K +$262K +5,088 New
MFS
263
McNamara Financial Services
Massachusetts
$256K -$56.7K -1,103 -18%
IWA
264
Icon Wealth Advisors
Texas
$255K +$2.06K +40 +0.8%
AFG
265
Atomi Financial Group
New York
$249K +$252K +4,891 New
CJH
266
Christopher J. Hasenberg
Wisconsin
$249K +$85.6K +1,664 +52%
Creative Planning
267
Creative Planning
Kansas
$247K – – –
OFS
268
OneAscent Financial Services
Alabama
$245K +$247K +4,800 New
BW
269
Bison Wealth
Georgia
$238K -$9.26K -180 -4%
MW
270
Maia Wealth
Colorado
$234K +$235K +4,575 New
LA
271
Lifeworks Advisors
Michigan
$232K – – –
CAS
272
Coppell Advisory Solutions
Texas
$223K +$182K +3,535 +428%
CCM
273
Condor Capital Management
New Jersey
$219K – – –
GCA
274
Genesee Capital Advisors
New York
$218K +$1.75K +34 +0.8%
TCM
275
Triumph Capital Management
Colorado
$214K +$216K +4,201 New