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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
201
Wintrust Investments
Illinois
$567K +$341 +6 +0.1%
CWM
202
Cornerstone Wealth Management
Missouri
$551K +$966 +17 +0.2%
AWM
203
Axxcess Wealth Management
California
$534K +$532K +9,366 New
KWM
204
Kingsview Wealth Management
Oregon
$520K +$90.9K +1,600 +21%
KPWS
205
Kestra Private Wealth Services
Texas
$500K +$499K +8,776 New
ARG
206
Advisory Resource Group
Oklahoma
$494K -$4.77K -84 -0.9%
AWM
207
Accel Wealth Management
Iowa
$493K +$229K +4,029 +87%
BRWM
208
B. Riley Wealth Management
Tennessee
$483K +$1.14K +20 +0.2%
CAL
209
Capital Analysts LLC
Pennsylvania
$483K +$41.4K +729 +9%
CAM
210
Cozad Asset Management
Illinois
$447K +$74.7K +1,315 +20%
BIM
211
Bullseye Investment Management
Ohio
$439K +$437K +7,700 New
CAM
212
Cresset Asset Management
Illinois
$434K +$2.04K +36 +0.5%
HAS
213
HBW Advisory Services
California
$425K -$26.5K -466 -6%
CWM
214
Collaborative Wealth Management
Florida
$420K +$419K +7,374 New
QPW
215
Quantum Private Wealth
Florida
$410K +$409K +7,200 New
CMS
216
Capital Market Strategies
Florida
$406K +$405K +7,133 New
ERWM
217
Elk River Wealth Management
Colorado
$386K – – –
Renaissance Technologies
218
Renaissance Technologies
New York
$384K +$383K +6,735 New
SWMG
219
Signature Wealth Management Group
Georgia
$374K +$8.97K +158 +2%
TA
220
TrueWealth Advisors
Alabama
$368K +$52.2K +919 +17%
VFA
221
Valeo Financial Advisors
Indiana
$354K – – –
IWP
222
Icon Wealth Partners
Texas
$350K – – –
KCA
223
Karn Couzens & Associates
Connecticut
$345K +$344K +6,059 New
ATPW
224
Ashton Thomas Private Wealth
Arizona
$342K +$341K +6,000 New
HNWAG
225
High Net Worth Advisory Group
Florida
$341K +$340K +5,990 New