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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
151
Clearwater Capital Advisors
Illinois
$990K -$437K -8,528 -30%
MMHP
152
Murphy Middleton Hinkle & Parker
Georgia
$986K +$154 +3 +0%
PPW
153
Pinnacle Private Wealth
Massachusetts
$967K -$922 -18 -0.1%
VCM
154
Virtue Capital Management
Tennessee
$955K -$537K -10,488 -36%
MSFS
155
Main Street Financial Solutions
Pennsylvania
$952K -$304K -5,933 -24%
IFG
156
Independent Financial Group
California
$944K -$81K -1,580 -8%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$927K +$349K +6,811 +59%
IGWM
158
ICA Group Wealth Management
Colorado
$907K -$102K -1,984 -10%
TFS
159
Thoroughbred Financial Services
Tennessee
$900K -$947K -18,484 -51%
EFS
160
Econ Financial Services
Pennsylvania
$851K -$34.3K -669 -4%
OAM
161
Occidental Asset Management
California
$850K -$218K -4,262 -20%
BWM
162
BerganKDV Wealth Management
Minnesota
$846K -$34.8K -679 -4%
CFG
163
Cooper Financial Group
California
$831K – – –
MWM
164
Meridian Wealth Management
Kentucky
$818K -$97K -1,893 -10%
AWG
165
Altus Wealth Group
Colorado
$818K +$71.3K +1,392 +11%
SPC
166
Sigma Planning Corp
Michigan
$802K +$103K +2,007 +15%
RIA
167
Regal Investment Advisors
Michigan
$797K +$23.1K +450 +3%
MMA
168
Miracle Mile Advisors
California
$791K -$17.5M -342,135 -96%
VA
169
Valmark Advisers
Ohio
$788K -$133K -2,605 -14%
FHA
170
Flagship Harbor Advisors
Massachusetts
$786K -$1.25M -24,300 -61%
OC
171
Oppenheimer & Co
New York
$781K -$281K -5,481 -26%
P
172
&Partners
Tennessee
$765K -$42.6K -832 -5%
VWA
173
Visionary Wealth Advisors
Illinois
$762K -$2.18M -42,513 -74%
EWP
174
Engrave Wealth Partners
Texas
$745K – – –
CWAF
175
Core Wealth Advisors (Florida)
Florida
$740K +$691K +13,487 +1,184%