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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Purus Wealth Management
California
$586K +$11.4K +200 +2%
SB
177
Strategic Blueprint
Georgia
$573K +$145K +2,547 +34%
CWM
178
Cornerstone Wealth Management
Missouri
$561K +$1.48K +26 +0.3%
ARG
179
Advisory Resource Group
Oklahoma
$532K -$119K -2,080 -18%
BRWM
180
B. Riley Wealth Management
Tennessee
$483K
LFAS
181
Level Four Advisory Services
Texas
$478K +$90.1K +1,579 +23%
CA
182
Cetera Advisors
Colorado
$448K +$33.1K +580 +8%
SFPG
183
Stonebridge Financial Planning Group
Florida
$441K -$138K -2,424 -24%
CAM
184
Cresset Asset Management
Illinois
$432K +$430K +7,537 New
MAFM
185
Mid Atlantic Financial Management
Pennsylvania
$395K +$1.03K +18 +0.3%
CAM
186
Cozad Asset Management
Illinois
$374K +$65.6K +1,150 +21%
KWM
187
Kingsview Wealth Management
Oregon
$371K +$370K +6,481 New
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$366K +$365K +6,395 New
AWA
189
Arete Wealth Advisors
Illinois
$362K -$6.16K -108 -2%
IAN
190
Integrated Advisors Network
Texas
$359K -$230K -4,022 -39%
FI
191
Financial Insights
Washington
$358K +$35.7K +625 New
VFA
192
Valeo Financial Advisors
Indiana
$356K +$79.9K +1,400 +29%
IWP
193
Icon Wealth Partners
Texas
$355K -$174K -3,048 -33%
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$341K +$913 +16 +0.3%
OMC
195
Old Mission Capital
Illinois
$340K +$339K +5,939 New
SMF
196
Sterling Manor Financial
New York
$339K -$51.4K -900 -13%
ERWM
197
Elk River Wealth Management
Colorado
$338K
SWP
198
Summit Wealth Partners
Florida
$337K +$84.5K +1,480 +34%
CAL
199
Capital Analysts LLC
Pennsylvania
$331K +$153K +2,687 +87%
SCM
200
Seascape Capital Management
New Hampshire
$329K +$120K +2,100 +58%