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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
176
GSG Advisors
New Jersey
$759K +$219K +4,405 +43%
WCFA
177
Walkner Condon Financial Advisors
Wisconsin
$729K -$107K -2,157 -13%
SOS
178
Silver Oak Securities
Tennessee
$716K +$485K +9,759 +238%
TFP
179
Traction Financial Partners
Wyoming
$677K +$652K +13,104 New
SWM
180
SeaCrest Wealth Management
New York
$650K +$22.5K +453 +4%
IWP
181
Invenio Wealth Partners
Florida
$641K +$408K +8,210 +196%
CAG
182
Csenge Advisory Group
Florida
$628K +$55.4K +1,113 +10%
PCIA
183
Prime Capital Investment Advisors
Kansas
$618K – – –
RWM
184
Revisor Wealth Management
Ohio
$608K +$586K +11,773 New
GLA
185
Good Life Advisors
Pennsylvania
$608K +$82.6K +1,660 +16%
WAG
186
Wheelhouse Advisory Group
Missouri
$583K +$561K +11,283 New
TWP
187
Tempus Wealth Planning
California
$579K -$13.4K -269 -2%
PA
188
Pineridge Advisors
Missouri
$534K +$514K +10,341 New
IWM
189
IHT Wealth Management
Illinois
$524K -$127K -2,562 -20%
AAS
190
Ameritas Advisory Services
Nebraska
$517K -$1.51M -30,279 -75%
MP
191
McDonald Partners
Ohio
$517K – – –
LCM
192
Lunt Capital Management
Utah
$514K – – –
ATPW
193
Ashton Thomas Private Wealth
Arizona
$511K +$75K +1,507 +18%
GVAG
194
Great Valley Advisor Group
Delaware
$510K -$19.4K -389 -4%
GIA
195
Gladstone Institutional Advisory
Florida
$508K -$46.1K -927 -9%
SI
196
Saxon Interests
Texas
$504K +$485K +9,749 New
PG
197
Patten Group
Tennessee
$499K +$480K +9,651 New
HPC
198
Hobart Private Capital
North Carolina
$494K +$476K +9,565 New
OPOWM
199
One Plus One Wealth Management
Florida
$493K +$7.11K +143 +2%
VA
200
Valmark Advisers
Ohio
$482K -$29.8K -599 -6%