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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
151
Worth Financial Advisory Group
North Carolina
$936K -$168K -3,346 -15%
BRWA
152
B. Riley Wealth Advisors
Florida
$934K -$76.3K -1,520 -7%
MMHP
153
Murphy Middleton Hinkle & Parker
Georgia
$926K -$78.4K -1,561 -8%
EWM
154
EPG Wealth Management
Georgia
$887K -$20.5K -409 -2%
HNWAG
155
High Net Worth Advisory Group
Florida
$884K +$10.6K +212 +1%
PTC
156
Private Trust Company
Ohio
$869K -$236K -4,695 -21%
NC
157
NewSquare Capital
Pennsylvania
$843K -$28.1K -560 -3%
WSWA
158
Warren Street Wealth Advisors
California
$842K -$10.3K -206 -1%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$840K -$49.1K -977 -5%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$835K +$52.3K +1,042 +6%
CCA
161
Cottonwood Capital Advisors
Utah
$833K -$265K -5,280 -24%
LNC
162
Lincoln National Corp
Pennsylvania
$833K +$266K +5,296 +45%
LI
163
LVZ Inc
Michigan
$822K – – –
RJT
164
Raymond James Trust
Florida
$809K – – –
IFG
165
Independent Financial Group
California
$807K – – –
WCFA
166
Walkner Condon Financial Advisors
Wisconsin
$795K -$96K -1,911 -11%
MA
167
MONECO Advisors
Connecticut
$791K +$143K +2,849 +21%
CFG
168
Cooper Financial Group
California
$777K -$5.02K -100 -0.6%
LS
169
Leelyn Smith
Illinois
$743K -$833K -16,599 -52%
MWM
170
Meridian Wealth Management
Kentucky
$720K -$50.4K -1,003 -6%
VCM
171
Virtue Capital Management
Tennessee
$652K – – –
IWM
172
IHT Wealth Management
Illinois
$621K -$4.27K -85 -0.7%
MIC
173
Means Investment Company
Maine
$618K -$144K -2,871 -18%
USCWA
174
U.S. Capital Wealth Advisors
Texas
$604K -$471K -9,378 -43%
SWM
175
SeaCrest Wealth Management
New York
$594K +$100 +2 +0%