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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
101
Clear Creek Financial Management
Washington
$1.9M -$31.6K -621 -2%
SYBT
102
Stock Yards Bank & Trust
Kentucky
$1.88M -$318K -6,253 -14%
IA
103
IFG Advisory
Georgia
$1.86M -$127K -2,497 -6%
WIP
104
WealthCare Investment Partners
Rhode Island
$1.78M +$1.21M +23,787 +214%
CA
105
Crumly & Associates
Illinois
$1.76M +$713K +14,035 +68%
TPW
106
TL Private Wealth
Texas
$1.73M -$323K -6,351 -16%
CWAF
107
Core Wealth Advisors (Florida)
Florida
$1.72M +$804K +15,815 +88%
SI
108
Saxon Interests
Texas
$1.62M +$15.1K +297 +0.9%
APWA
109
Atlas Private Wealth Advisors
New Jersey
$1.6M +$212K +4,164 +15%
PPWM
110
Paragon Private Wealth Management
Kentucky
$1.59M -$393K -7,733 -20%
CIAS
111
Capital Investment Advisory Services
North Carolina
$1.58M +$30K +590 +2%
PSCM
112
Per Stirling Capital Management
Texas
$1.57M -$206K -4,050 -12%
BWP
113
Bernardo Wealth Planning
Pennsylvania
$1.56M +$16.9K +333 +1%
GWA
114
GGM Wealth Advisors
Maryland
$1.51M +$167K +3,276 +12%
IWS
115
Insight Wealth Strategies
California
$1.51M -$3.91K -77 -0.3%
DFA
116
DHJJ Financial Advisors
Illinois
$1.5M +$149K +2,927 +11%
LSPW
117
Lake Street Private Wealth
Illinois
$1.48M +$173K +3,401 +13%
CCA
118
Clearwater Capital Advisors
Illinois
$1.45M -$81.3K -1,600 -5%
LFAS
119
Level Four Advisory Services
Texas
$1.39M +$1.39M +27,348 New
SCA
120
Snowden Capital Advisors
New York
$1.38M +$43.8K +862 +3%
TNBTD
121
Trustmark National Bank Trust Department
Mississippi
$1.34M -$254K -5,000 -16%
SPA
122
Sentinel Pension Advisors
Massachusetts
$1.33M -$14.7K -290 -1%
HighTower Advisors
123
HighTower Advisors
Illinois
$1.32M -$162K -3,186 -11%
LFG
124
Larson Financial Group
Missouri
$1.3M -$72.1K -1,419 -5%
SEP
125
Southland Equity Partners
Missouri
$1.29M +$23.2K +457 +2%