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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
Western Wealth Management
Colorado
$382K +$381K +6,873 New
RIA
127
Regal Investment Advisors
Michigan
$381K +$70.2K +1,265 +23%
AWM
128
AE Wealth Management
Kansas
$381K +$381K +6,862 New
WCM
129
WealthBridge Capital Management
Ohio
$380K +$380K +6,842 New
ASN
130
Advisory Services Network
Georgia
$358K -$194K -3,502 -35%
AIS
131
Accurate Investment Solutions
Pennsylvania
$348K
PMFA
132
Plante Moran Financial Advisors
Michigan
$340K
OC
133
Oppenheimer & Co
New York
$326K +$13K +234 +4%
RWA
134
Redhawk Wealth Advisors
Minnesota
$308K +$308K +5,546 New
BWP
135
Bernardo Wealth Planning
Pennsylvania
$305K +$305K +5,495 New
DWM
136
Doyle Wealth Management
Florida
$296K +$296K +5,330 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$284K +$499 +9 +0.2%
CCFM
138
Clear Creek Financial Management
Washington
$281K +$39.5K +713 +17%
FSG
139
Financial Strategies Group
Michigan
$280K +$280K +5,043 New
AFC
140
AFT Forsyth & Company
Florida
$278K
IWA
141
Inspirion Wealth Advisors
Illinois
$278K +$19.7K +356 +8%
US Bancorp
142
US Bancorp
Minnesota
$275K +$169K +3,054 +161%
BRWM
143
B. Riley Wealth Management
Tennessee
$264K +$263K +4,750 New
ARG
144
Advisory Resource Group
Oklahoma
$261K
PWP
145
Principle Wealth Partners
Connecticut
$261K +$261K +4,700 New
WS
146
Wedbush Securities
California
$259K +$259K +4,670 New
HFP
147
Holistic Financial Partners
Indiana
$255K -$254K -4,587 -50%
STB
148
S&T Bank
Pennsylvania
$254K +$254K +4,580 New
PWM
149
Peterson Wealth Management
Nevada
$253K +$250K +4,516 New
VFA
150
Valeo Financial Advisors
Indiana
$250K