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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Alta Wealth Advisors
Massachusetts
$1.13M +$1.12M +19,934 New
WCFA
127
Walkner Condon Financial Advisors
Wisconsin
$1.1M -$342K -6,110 -24%
HCIA
128
Hochman Cole Investment Advisors
Illinois
$1.09M +$560 +10 +0.1%
OAM
129
Occidental Asset Management
California
$1.07M
TFA
130
Teamwork Financial Advisors
Texas
$1M -$363K -6,483 -27%
WEC
131
Winslow Evans & Crocker
Massachusetts
$997K +$348K +6,220 +55%
ASN
132
Advisory Services Network
Georgia
$974K +$678K +12,106 +239%
SAG
133
Spotlight Asset Group
Illinois
$968K -$56.8K -1,014 -6%
LS
134
Leelyn Smith
Illinois
$968K +$333K +5,946 +53%
HWA
135
HCR Wealth Advisors
California
$939K +$252K +4,500 +37%
CFG
136
Cooper Financial Group
California
$924K -$67.9K -1,213 -7%
T
137
TRUADVICE
Florida
$915K -$214K -3,823 -19%
UR
138
USCA RIA
Texas
$890K -$5.6K -100 -0.6%
RIA
139
Regal Investment Advisors
Michigan
$853K +$842K +15,040 New
SWM
140
SeaCrest Wealth Management
New York
$850K +$87.5K +1,562 +12%
CAG
141
Csenge Advisory Group
Florida
$832K +$5.43K +97 +0.7%
PG
142
Patten Group
Tennessee
$782K +$2.17M +38,709 New
MWM
143
Meridian Wealth Management
Kentucky
$771K +$762K +13,605 New
ARG
144
Advisory Resource Group
Oklahoma
$725K -$3.53K -63 -0.5%
MHS
145
M Holdings Securities
Oregon
$717K +$30.6K +547 +5%
FSG
146
Financial Strategies Group
Michigan
$693K +$49.1K +877 +8%
WCM
147
WealthBridge Capital Management
Ohio
$663K +$63.4K +1,133 +11%
BWM
148
BerganKDV Wealth Management
Minnesota
$662K +$17.9K +319 +3%
SFPG
149
Stonebridge Financial Planning Group
Florida
$661K -$277K -4,954 -30%
QCIG
150
Quad-Cities Investment Group
Iowa
$654K +$41.6K +743 +7%