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First Trust Managed Municipal ETF
FMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
176
Summit Wealth Partners
Florida
$544K +$213K +3,705 +63%
ARG
177
Advisory Resource Group
Oklahoma
$512K -$15.8K -276 -3%
BRWM
178
B. Riley Wealth Management
Tennessee
$480K +$976 +17 +0.2%
HAS
179
HBW Advisory Services
California
$450K -$877K -15,276 -66%
CAL
180
Capital Analysts LLC
Pennsylvania
$440K +$114K +1,977 +34%
CAM
181
Cresset Asset Management
Illinois
$430K +$2.07K +36 +0.5%
GBT
182
Grove Bank & Trust
Florida
$429K +$434K +7,550 New
KWM
183
Kingsview Wealth Management
Oregon
$427K +$60.1K +1,047 +16%
SFPG
184
Stonebridge Financial Planning Group
Florida
$394K -$40.1K -699 -9%
TLP
185
Trinity Legacy Partners
Texas
$393K +$398K +6,924 New
MAFM
186
Mid Atlantic Financial Management
Pennsylvania
$392K +$402 +7 +0.1%
ERWM
187
Elk River Wealth Management
Colorado
$384K +$49.9K +869 +15%
CAM
188
Cozad Asset Management
Illinois
$371K – – –
SWMG
189
Signature Wealth Management Group
Georgia
$364K +$73.7K +1,284 +25%
MA
190
MONECO Advisors
Connecticut
$357K +$361K +6,294 New
VFA
191
Valeo Financial Advisors
Indiana
$353K – – –
IWP
192
Icon Wealth Partners
Texas
$349K -$2.99K -52 -0.8%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$335K -$2.81K -49 -0.8%
SMF
194
Sterling Manor Financial
New York
$329K -$6.32K -110 -2%
SCM
195
Seascape Capital Management
New Hampshire
$326K – – –
PAS
196
Park Avenue Securities
New York
$324K +$58.4K +1,017 +22%
TA
197
TrueWealth Advisors
Alabama
$315K +$8.21K +143 +3%
AWA
198
Arete Wealth Advisors
Illinois
$306K -$53.5K -931 -15%
HIM
199
Hanlon Investment Management
New Jersey
$306K +$310K +5,390 New
GRP
200
Global Retirement Partners
California
$295K +$14.4K +250 +5%
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