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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
176
Signature Wealth Management Group
Georgia
$609K +$55.5K +1,094 +10%
VA
177
Valmark Advisers
Ohio
$606K -$24.2K -478 -4%
PCIA
178
Prime Capital Investment Advisors
Kansas
$606K +$607K +11,963 New
SCM
179
Seascape Capital Management
New Hampshire
$598K -$2.54K -50 -0.4%
OAM
180
Occidental Asset Management
California
$596K +$207K +4,085 +53%
LNC
181
Lincoln National Corp
Pennsylvania
$595K -$47.9K -945 -7%
Creative Planning
182
Creative Planning
Kansas
$592K -$106K -2,100 -15%
TWP
183
Tempus Wealth Planning
California
$585K +$27.4K +541 +5%
CAG
184
Csenge Advisory Group
Florida
$562K +$4.21K +83 +0.8%
BW
185
Bison Wealth
Georgia
$562K +$562K +11,082 New
IGWM
186
ICA Group Wealth Management
Colorado
$549K -$80.1K -1,579 -13%
RPCA
187
Running Point Capital Advisors
California
$542K – – –
MAP
188
Milestone Advisory Partners
North Carolina
$539K -$99.8K -1,967 -16%
RIA
189
Regal Investment Advisors
Michigan
$522K -$8.62K -170 -2%
MP
190
McDonald Partners
Ohio
$507K – – –
LCM
191
Lunt Capital Management
Utah
$504K +$504K +9,947 New
CWM
192
Collaborative Wealth Management
Florida
$497K +$60.2K +1,188 +14%
AWM
193
Apollon Wealth Management
South Carolina
$487K -$44K -868 -8%
OPOWM
194
One Plus One Wealth Management
Florida
$482K +$234K +4,621 +95%
GVAG
195
Great Valley Advisor Group
Delaware
$477K -$502K -9,900 -51%
IF
196
Intrua Financial
Texas
$469K +$37.7K +744 +9%
KA
197
Kovack Advisors
Florida
$453K -$9.94K -196 -2%
IWP
198
Icon Wealth Partners
Texas
$439K +$49.4K +975 +13%
GWSG
199
GPS Wealth Strategies Group
Colorado
$438K +$321K +6,335 +274%
PWM
200
Purus Wealth Management
California
$435K -$1.77K -35 -0.4%