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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
151
Regal Investment Advisors
Michigan
$858K +$855K +14,980 New
MWM
152
Meridian Wealth Management
Kentucky
$855K +$74.9K +1,313 +10%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$833K +$503K +8,808 +153%
SWP
154
ShoreHaven Wealth Partners
New Jersey
$826K -$2.87M -50,276 -78%
FSG
155
Financial Strategies Group
Michigan
$804K +$52.3K +916 +7%
TFA
156
Teamwork Financial Advisors
Texas
$800K -$15.2K -267 -2%
HWA
157
HCR Wealth Advisors
California
$799K -$257K -4,500 -24%
AWG
158
Altus Wealth Group
Colorado
$772K +$301K +5,277 +64%
SPA
159
Sentinel Pension Advisors
Massachusetts
$749K +$746K +13,074 New
SPC
160
Sigma Planning Corp
Michigan
$740K +$169K +2,954 +30%
MHS
161
M Holdings Securities
Oregon
$730K +$3.02K +53 +0.4%
WCM
162
WealthBridge Capital Management
Ohio
$721K +$34.4K +603 +5%
BWM
163
BerganKDV Wealth Management
Minnesota
$697K -$20.1K -352 -3%
QCIG
164
Quad-Cities Investment Group
Iowa
$692K +$26.8K +469 +4%
IWM
165
IHT Wealth Management
Illinois
$687K +$96.8K +1,696 +16%
MFG
166
Magnus Financial Group
New York
$678K +$212K +3,718 +46%
CFGS
167
Concourse Financial Group Securities
Alabama
$677K +$179K +3,132 +36%
DWM
168
Doyle Wealth Management
Florida
$672K +$228 +4 +0%
LNC
169
Lincoln National Corp
Pennsylvania
$641K +$81.5K +1,429 +15%
MAM
170
Meeder Asset Management
Ohio
$621K +$603K +10,575 +3,874%
TF
171
TIAA FSB
Florida
$607K
NFG
172
Nations Financial Group
Iowa
$607K +$173K +3,040 +40%
GWM
173
Geneos Wealth Management
Colorado
$593K -$4.57K -80 -0.8%
WI
174
Wintrust Investments
Illinois
$592K -$1.03M -18,073 -64%
Ameriprise
175
Ameriprise
Minnesota
$589K -$202K -3,542 -26%