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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
126
Clearwater Capital Advisors
Illinois
$1.35M +$20.6K +411 +2%
SPC
127
Sigma Planning Corp
Michigan
$1.35M +$129K +2,564 +10%
SEP
128
Southland Equity Partners
Missouri
$1.33M – – –
BCI
129
Brinker Capital Investments
Pennsylvania
$1.31M -$1.01M -20,084 -43%
OPS
130
Orion Portfolio Solutions
Nebraska
$1.31M -$1.01M -20,084 -43%
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$1.3M +$1.33M +26,523 New
PPWM
132
Paragon Private Wealth Management
Kentucky
$1.28M -$188K -3,754 -13%
SPI
133
Sutton Place Investors
New York
$1.27M +$104K +2,070 +9%
SWP
134
Summit Wealth Partners
Florida
$1.24M +$14.8K +294 +1%
SPA
135
Sentinel Pension Advisors
Massachusetts
$1.23M +$33.2K +661 +3%
SCA
136
Snowden Capital Advisors
New York
$1.18M -$112K -2,233 -8%
AWM
137
AE Wealth Management
Kansas
$1.18M -$341K -6,791 -22%
NP
138
Nilsine Partners
Colorado
$1.13M -$101K -2,004 -8%
LFG
139
Larson Financial Group
Missouri
$1.1M -$57.1K -1,138 -5%
LFAS
140
Level Four Advisory Services
Texas
$1.08M -$260K -5,177 -19%
PWM
141
Peterson Wealth Management
Nevada
$1.07M -$305K -6,071 -22%
ASN
142
Advisory Services Network
Georgia
$1.06M +$40.7K +811 +4%
TNBTD
143
Trustmark National Bank Trust Department
Mississippi
$1.04M -$251K -5,000 -19%
BFG
144
Beacon Financial Group
Texas
$1.03M +$1.04M +20,663 New
AC
145
Avestar Capital
New York
$1.03M +$170K +3,389 +19%
AWS
146
Atria Wealth Solutions
New York
$994K -$201 -4 -0%
HI
147
Harbour Investments
Wisconsin
$980K -$58.4K -1,164 -5%
TPW
148
TL Private Wealth
Texas
$965K -$59K -1,174 -6%
RA
149
RFG Advisory
Alabama
$936K -$5.54M -110,361 -85%
WFAG
150
Worth Financial Advisory Group
North Carolina
$936K -$168K -3,346 -15%
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