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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Cornerstone Wealth Management
Missouri
$551K +$966 +17 +0.2%
AWM
202
Axxcess Wealth Management
California
$534K +$532K +9,366 New
KWM
203
Kingsview Wealth Management
Oregon
$520K +$90.9K +1,600 +21%
KPWS
204
Kestra Private Wealth Services
Texas
$500K +$499K +8,776 New
ARG
205
Advisory Resource Group
Oklahoma
$494K -$4.77K -84 -0.9%
AWM
206
Accel Wealth Management
Iowa
$493K +$229K +4,029 +87%
BRWM
207
B. Riley Wealth Management
Tennessee
$483K +$1.14K +20 +0.2%
CAL
208
Capital Analysts LLC
Pennsylvania
$483K +$41.4K +729 +9%
CAM
209
Cozad Asset Management
Illinois
$447K +$74.7K +1,315 +20%
BIM
210
Bullseye Investment Management
Ohio
$439K +$437K +7,700 New
CAM
211
Cresset Asset Management
Illinois
$434K +$2.04K +36 +0.5%
HAS
212
HBW Advisory Services
California
$425K -$26.5K -466 -6%
CWM
213
Collaborative Wealth Management
Florida
$420K +$419K +7,374 New
QPW
214
Quantum Private Wealth
Florida
$410K +$409K +7,200 New
CMS
215
Capital Market Strategies
Florida
$406K +$405K +7,133 New
ERWM
216
Elk River Wealth Management
Colorado
$386K
Renaissance Technologies
217
Renaissance Technologies
New York
$384K +$383K +6,735 New
SWMG
218
Signature Wealth Management Group
Georgia
$374K +$8.97K +158 +2%
TA
219
TrueWealth Advisors
Alabama
$368K +$52.2K +919 +17%
VFA
220
Valeo Financial Advisors
Indiana
$354K
IWP
221
Icon Wealth Partners
Texas
$350K
KCA
222
Karn Couzens & Associates
Connecticut
$345K +$344K +6,059 New
ATPW
223
Ashton Thomas Private Wealth
Arizona
$342K +$341K +6,000 New
HNWAG
224
High Net Worth Advisory Group
Florida
$341K +$340K +5,990 New
SMF
225
Sterling Manor Financial
New York
$321K -$9.83K -173 -3%