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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UR
151
USCA RIA
Texas
$876K – – –
RIA
152
Regal Investment Advisors
Michigan
$858K +$855K +14,980 New
MWM
153
Meridian Wealth Management
Kentucky
$855K +$74.9K +1,313 +10%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$833K +$503K +8,808 +153%
SWP
155
ShoreHaven Wealth Partners
New Jersey
$826K -$2.87M -50,276 -78%
FSG
156
Financial Strategies Group
Michigan
$804K +$52.3K +916 +7%
TFA
157
Teamwork Financial Advisors
Texas
$800K -$15.2K -267 -2%
HWA
158
HCR Wealth Advisors
California
$799K -$257K -4,500 -24%
AWG
159
Altus Wealth Group
Colorado
$772K +$301K +5,277 +64%
SPA
160
Sentinel Pension Advisors
Massachusetts
$749K +$746K +13,074 New
SPC
161
Sigma Planning Corp
Michigan
$740K +$169K +2,954 +30%
MHS
162
M Holdings Securities
Oregon
$730K +$3.02K +53 +0.4%
WCM
163
WealthBridge Capital Management
Ohio
$721K +$34.4K +603 +5%
BWM
164
BerganKDV Wealth Management
Minnesota
$697K -$20.1K -352 -3%
QCIG
165
Quad-Cities Investment Group
Iowa
$692K +$26.8K +469 +4%
IWM
166
IHT Wealth Management
Illinois
$687K +$96.8K +1,696 +16%
MFG
167
Magnus Financial Group
New York
$678K +$212K +3,718 +46%
CFGS
168
Concourse Financial Group Securities
Alabama
$677K +$179K +3,132 +36%
DWM
169
Doyle Wealth Management
Florida
$672K +$228 +4 +0%
LNC
170
Lincoln National Corp
Pennsylvania
$641K +$81.5K +1,429 +15%
MAM
171
Meeder Asset Management
Ohio
$621K +$603K +10,575 +3,874%
TF
172
TIAA FSB
Florida
$607K – – –
NFG
173
Nations Financial Group
Iowa
$607K +$173K +3,040 +40%
GWM
174
Geneos Wealth Management
Colorado
$593K -$4.57K -80 -0.8%
WI
175
Wintrust Investments
Illinois
$592K -$1.03M -18,073 -64%