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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWS
151
Evergreen Wealth Solutions
Pennsylvania
$962K +$11K +216 +1%
CA
152
Crumly & Associates
Illinois
$944K
EWM
153
EPG Wealth Management
Georgia
$943K +$23.6K +461 +3%
PJWM
154
Philip James Wealth Mangement
Georgia
$943K -$122K -2,395 -12%
TPW
155
TL Private Wealth
Texas
$922K +$205K +4,017 +29%
CSP
156
Cary Street Partners
Virginia
$913K +$909K +17,768 New
FPCG
157
Forum Private Client Group
Indiana
$886K +$1.94K +38 +0.2%
LI
158
LVZ Inc
Michigan
$883K -$44.4K -869 -5%
AAS
159
Ameritas Advisory Services
Nebraska
$866K +$213K +4,167 +33%
PAS
160
PKS Advisory Services
New York
$838K +$2K +39 +0.2%
SEP
161
Southland Equity Partners
Missouri
$834K
GC
162
Gilbert & Cook
Iowa
$824K
MFG
163
Merit Financial Group
Georgia
$820K -$1.08M -21,154 -57%
Goldman Sachs
164
Goldman Sachs
New York
$795K +$791K +15,468 New
IA
165
IFG Advisory
Georgia
$786K +$783K +15,304 New
HNWAG
166
High Net Worth Advisory Group
Florida
$782K +$59.2K +1,158 +8%
WSWA
167
Warren Street Wealth Advisors
California
$765K -$15K -293 -2%
GWM
168
Geneos Wealth Management
Colorado
$764K +$52.2K +1,021 +7%
SI
169
Saxon Interests
Texas
$760K
WWA
170
WCG Wealth Advisors
Nevada
$746K -$10.4K -203 -1%
MLRA
171
Main Line Retirement Advisors
Montana
$722K +$4.19K +82 +0.6%
WWWM
172
White Wing Wealth Management
Texas
$714K +$711K +13,909 New
Natixis Advisors
173
Natixis Advisors
Massachusetts
$710K +$707K +13,828 New
OC
174
Opinicus Capital
Florida
$702K +$6.39K +125 +0.9%
CPC
175
Cadia Private Client
New Jersey
$680K +$266K +5,200 +65%