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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
276
Marshall Investment Management
Colorado
$47K +$47.7K +927 New
EWM
277
Evolution Wealth Management
Florida
$46K -$37.1K -722 -44%
GA
278
GoalVest Advisory
New York
$40.9K +$41.5K +807 New
FFA
279
Frazier Financial Advisors
Ohio
$30.9K +$31.3K +609 New
TLA
280
Tanglewood Legacy Advisors
Texas
$27.3K
CTC
281
Central Trust Company
Missouri
$21K
AG
282
AmeriFlex Group
Nevada
$19.9K
TFA
283
Transamerica Financial Advisors
Florida
$14K -$989K -19,232 -99%
T
284
Tidemark
California
$10.7K -$10.3K -200 -49%
HCM
285
Hollencrest Capital Management
California
$10.6K
BBHC
286
Brown Brothers Harriman & Co
New York
$10.2K
CFB
287
Cullen/Frost Bankers
Texas
$9.46K +$103 +2 +1%
PP
288
PFS Partners
New Jersey
$9.35K +$103 +2 +1%
RF
289
Rossby Financial
Florida
$9.15K
CAL
290
Capital Analysts LLC
Pennsylvania
$9K
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$5.98K +$6.07K +118 New
TFG
292
Team Financial Group
California
$4.66K
RFG
293
REAP Financial Group
Texas
$4.36K
SWP
294
Strategic Wealth Partners
Ohio
$899 -$514 -10 -36%
ECA
295
Elevated Capital Advisors
Utah
$507
HNW
296
High Note Wealth
Minnesota
$507
BWM
297
Benson Wealth Management
Tennessee
$405
TFP
298
TrueWealth Financial Partners
Washington
-$12.7M -248,749 Closed
SW
299
SteelPeak Wealth
California
-$2.02M -39,469 Closed
TRCT
300
Tower Research Capital (TRC)
New York
-$1.48M -29,034 Closed