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First Trust Managed Municipal ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MP
201
McDonald Partners
Ohio
$506K +$512K +10,000 New
CWM
202
Cornerstone Wealth Management
Missouri
$493K +$2.05K +40 +0.4%
Ameriprise
203
Ameriprise
Minnesota
$488K -$92.6K -1,807 -16%
HCM
204
Hollencrest Capital Management
California
$484K -$179K -3,500 -27%
CA
205
Cetera Advisors
Colorado
$483K +$62.9K +1,227 +15%
SWRP
206
Summit Wealth & Retirement Planning
California
$476K +$13.8K +270 +3%
SCM
207
Seascape Capital Management
New Hampshire
$468K
AWM
208
Accel Wealth Management
Iowa
$460K +$13.9K +271 +3%
WCM
209
WealthBridge Capital Management
Ohio
$454K -$58K -1,131 -11%
CW
210
Connectus Wealth
Ohio
$451K +$456K +8,900 New
CWM
211
Collaborative Wealth Management
Florida
$448K +$453K +8,843 New
BFEC
212
Benjamin F. Edwards & Company
Missouri
$445K +$185K +3,608 +70%
CAL
213
Capital Analysts LLC
Pennsylvania
$433K -$24.9K -485 -5%
SFG
214
Sovereign Financial Group
Connecticut
$424K -$5.94K -116 -1%
GWM
215
Geneos Wealth Management
Colorado
$410K -$132K -2,573 -24%
TA
216
TrueWealth Advisors
Alabama
$410K +$83.9K +1,637 +25%
LSPW
217
Lake Street Private Wealth
Illinois
$404K -$916K -17,883 -69%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$397K -$231K -4,507 -37%
FSG
219
Financial Strategies Group
Michigan
$394K -$263K -5,128 -40%
EWM
220
EPG Wealth Management
Georgia
$384K +$57.5K +1,123 +17%
CWM
221
Comprehensive Wealth Management
Washington
$374K +$181K +3,540 +92%
MFS
222
McNamara Financial Services
Massachusetts
$371K +$375K +7,326 New
CAM
223
Cozad Asset Management
Illinois
$368K -$28.7K -560 -7%
QPW
224
Quantum Private Wealth
Florida
$364K
CMS
225
Capital Market Strategies
Florida
$361K