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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
176
Mid Atlantic Financial Management
Pennsylvania
$388K +$1.08K +19 +0.3%
SMF
177
Sterling Manor Financial
New York
$384K
LFAS
178
Level Four Advisory Services
Texas
$382K -$211K -3,716 -35%
AWA
179
Arete Wealth Advisors
Illinois
$362K -$1.81K -32 -0.5%
SFS
180
Sowell Financial Services
Arkansas
$343K +$737 +13 +0.2%
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$335K +$53K +935 +19%
ERWM
182
Elk River Wealth Management
Colorado
$333K
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$324K -$36.1K -636 -10%
CAM
184
Cozad Asset Management
Illinois
$303K -$73.1K -1,289 -19%
CWAF
185
Core Wealth Advisors (Florida)
Florida
$300K -$5.9K -104 -2%
JAWM
186
J. Arnold Wealth Management
Ohio
$297K -$2.32M -40,917 -89%
PWP
187
Principle Wealth Partners
Connecticut
$292K +$50K +881 +20%
IWA
188
Inspirion Wealth Advisors
Illinois
$290K +$3.74K +66 +1%
TA
189
TrueWealth Advisors
Alabama
$290K +$289K +5,092 New
GRP
190
Global Retirement Partners
California
$279K
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$10.4K +184 +4%
SWMG
192
Signature Wealth Management Group
Georgia
$275K +$22.4K +395 +9%
VFA
193
Valeo Financial Advisors
Indiana
$272K
GSWM
194
Golden State Wealth Management
California
$261K
PA
195
PFG Advisors
Arizona
$253K -$242K -4,260 -49%
WIA
196
World Investment Advisors
California
$252K
HNW
197
High Note Wealth
Minnesota
$252K +$21.5K +380 +9%
SWP
198
Summit Wealth Partners
Florida
$248K +$249K +4,398 New
PMFA
199
Plante Moran Financial Advisors
Michigan
$247K
SAM
200
SignalPoint Asset Management
Missouri
$238K