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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
126
Southland Equity Partners
Missouri
$1.25M – – –
FFG
127
Frisch Financial Group
New York
$1.22M -$8.1M -163,452 -87%
SWP
128
Summit Wealth Partners
Florida
$1.22M +$696K +14,045 +138%
SPI
129
Sutton Place Investors
New York
$1.18M -$880K -17,758 -43%
PWM
130
Peterson Wealth Management
Nevada
$1.18M -$68.8K -1,387 -6%
CCA
131
Cottonwood Capital Advisors
Utah
$1.16M -$13.4K -271 -1%
BC
132
Bowman & Company
Wisconsin
$1.15M +$408K +8,228 +56%
MOS
133
MGO One Seven
Ohio
$1.14M +$1.13M +22,696 New
WWA
134
WCG Wealth Advisors
Nevada
$1.09M +$138K +2,786 +15%
KPWS
135
Kestra Private Wealth Services
Texas
$1.09M +$1.08M +21,824 New
MIC
136
Means Investment Company
Maine
$1.07M -$195K -3,936 -16%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$502K +10,128 +94%
CA
138
Crumly & Associates
Illinois
$1.03M -$1.21M -24,349 -54%
AWS
139
Atria Wealth Solutions
New York
$1.03M +$15.6K +315 +2%
BRWA
140
B. Riley Wealth Advisors
Florida
$1.03M -$260K -5,246 -20%
MMHP
141
Murphy Middleton Hinkle & Parker
Georgia
$976K +$198 +4 +0%
IFG
142
Independent Financial Group
California
$963K +$20.5K +414 +2%
NC
143
NewSquare Capital
Pennsylvania
$954K +$8.92K +180 +1%
RJT
144
Raymond James Trust
Florida
$946K -$123K -2,488 -12%
Creative Planning
145
Creative Planning
Kansas
$933K -$529K -10,674 -36%
EWM
146
EPG Wealth Management
Georgia
$932K +$8.73K +176 +1%
HNWAG
147
High Net Worth Advisory Group
Florida
$917K -$161K -3,252 -15%
CWAF
148
Core Wealth Advisors (Florida)
Florida
$900K +$56.1K +1,131 +7%
AC
149
Avestar Capital
New York
$892K -$214K -4,307 -19%
C
150
CEDRUS
Colorado
$888K -$268K -5,400 -23%