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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
151
U.S. Capital Wealth Advisors
Texas
$868K +$878K +15,290 New
SPA
152
Sentinel Pension Advisors
Massachusetts
$849K +$108K +1,886 +14%
MWM
153
Meridian Wealth Management
Kentucky
$847K – – –
TFA
154
Teamwork Financial Advisors
Texas
$836K +$44K +767 +5%
AWG
155
Altus Wealth Group
Colorado
$818K +$53.7K +935 +7%
SPC
156
Sigma Planning Corp
Michigan
$795K +$61.8K +1,076 +8%
WCM
157
WealthBridge Capital Management
Ohio
$792K +$78.3K +1,363 +11%
MFG
158
Magnus Financial Group
New York
$783K +$113K +1,965 +17%
GWA
159
GGM Wealth Advisors
Maryland
$782K -$702K -12,232 -47%
BWM
160
BerganKDV Wealth Management
Minnesota
$777K +$86.8K +1,511 +12%
CA
161
Cetera Advisors
Colorado
$736K +$296K +5,154 +66%
QCIG
162
Quad-Cities Investment Group
Iowa
$727K +$42K +731 +6%
US Bancorp
163
US Bancorp
Minnesota
$714K +$433K +7,548 +150%
IWM
164
IHT Wealth Management
Illinois
$703K +$21.7K +378 +3%
DWM
165
Doyle Wealth Management
Florida
$701K +$34.6K +603 +5%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$670K -$158K -2,743 -19%
TF
167
TIAA FSB
Florida
$607K +$5.92K +103 +1%
NFG
168
Nations Financial Group
Iowa
$597K -$4.31K -75 -0.7%
PWM
169
Purus Wealth Management
California
$589K +$8.38K +146 +1%
SB
170
Strategic Blueprint
Georgia
$585K +$17.1K +297 +3%
Ameriprise
171
Ameriprise
Minnesota
$584K – – –
GWM
172
Geneos Wealth Management
Colorado
$582K -$5.23K -91 -0.9%
LNC
173
Lincoln National Corp
Pennsylvania
$568K -$69K -1,201 -11%
WI
174
Wintrust Investments
Illinois
$565K -$22.6K -394 -4%
CFGS
175
Concourse Financial Group Securities
Alabama
$560K -$112K -1,942 -16%