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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
PCG Wealth Advisors
Kansas
$610K +$292K +5,750 +85%
HWA
177
HCR Wealth Advisors
California
$585K – – –
OPS
178
Orion Portfolio Solutions
Nebraska
$583K +$608K +11,962 New
SWM
179
SeaCrest Wealth Management
New York
$573K -$19.9K -392 -3%
QCIG
180
Quad-Cities Investment Group
Iowa
$543K -$146K -2,875 -21%
VCM
181
Virtue Capital Management
Tennessee
$526K -$410K -8,064 -43%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$523K +$435K +8,565 +398%
PFA
183
Professional Financial Advisors
Nebraska
$521K -$102K -2,008 -16%
USCWA
184
U.S. Capital Wealth Advisors
Texas
$501K -$178K -3,500 -25%
SWP
185
Summit Wealth Partners
Florida
$497K -$167K -3,292 -24%
SWMG
186
Signature Wealth Management Group
Georgia
$494K -$142K -2,793 -22%
MP
187
McDonald Partners
Ohio
$487K – – –
CWM
188
Cornerstone Wealth Management
Missouri
$476K +$1.73K +34 +0.3%
CW
189
Connectus Wealth
Ohio
$475K +$43.2K +850 +10%
WCM
190
WealthBridge Capital Management
Ohio
$454K – – –
SCM
191
Seascape Capital Management
New Hampshire
$450K – – –
NWMG
192
National Wealth Management Group
Ohio
$449K -$158K -3,103 -25%
CAL
193
Capital Analysts LLC
Pennsylvania
$448K +$32.6K +641 +7%
XF
194
XML Financial
Maryland
$447K +$466K +9,179 New
CA
195
Cetera Advisors
Colorado
$445K -$20.2K -397 -4%
CWM
196
Collaborative Wealth Management
Florida
$443K +$12.2K +240 +3%
FHC
197
First Heartland Consultants
Missouri
$439K -$780K -15,353 -63%
Ameriprise
198
Ameriprise
Minnesota
$435K -$35K -688 -7%
AWM
199
Accel Wealth Management
Iowa
$433K -$7.67K -151 -2%
LNC
200
Lincoln National Corp
Pennsylvania
$432K +$237K +4,673 +111%