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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
$277K – – –
FPCG
252
Forum Private Client Group
Indiana
$272K – – –
MFS
253
McNamara Financial Services
Massachusetts
$271K +$18.1K +354 +7%
CFC
254
Coyle Financial Counsel
Illinois
$271K – – –
TSWM
255
Tyler-Stone Wealth Management
Ohio
$269K +$2.24K +44 +0.8%
TA
256
TrueWealth Advisors
Alabama
$263K +$59.1K +1,158 +29%
IWA
257
Icon Wealth Advisors
Texas
$254K +$2.09K +41 +0.8%
TWP
258
Tempus Wealth Planning
California
$249K -$99.4K -1,948 -28%
CJH
259
Christopher J. Hasenberg
Wisconsin
$247K – – –
OFS
260
OneAscent Financial Services
Alabama
$236K -$5.71K -112 -2%
CCG
261
Catalina Capital Group
California
$235K -$101K -1,978 -30%
PW
262
Pandora Wealth
Illinois
$231K +$234K +4,579 New
QFW
263
QTR Family Wealth
Florida
$229K +$231K +4,538 New
TCM
264
Triumph Capital Management
Colorado
$223K +$10.9K +213 +5%
IWM
265
Iams Wealth Management
Nebraska
$220K +$223K +4,368 New
GCA
266
Genesee Capital Advisors
New York
$216K +$1.17K +23 +0.5%
CCM
267
Condor Capital Management
New Jersey
$216K – – –
GWM
268
Geneos Wealth Management
Colorado
$216K -$50.6K -993 -19%
NWMG
269
National Wealth Management Group
Ohio
$212K -$81K -1,589 -27%
FF
270
Financial Futures
New Jersey
$209K +$211K +4,136 New
PA
271
Pineridge Advisors
Missouri
$207K +$1.73K +34 +0.8%
ARC
272
Advisor Resource Council
Texas
$202K +$204K +4,000 New
BF
273
BOK Financial
Oklahoma
$197K +$199K +3,901 New
SC
274
Stephens Consulting
Michigan
$123K -$3.72K -73 -3%
NS
275
NBC Securities
Alabama
$120K +$121K +2,380 +119,000%