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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHFP
226
Blom & Howell Financial Planning
California
$230K -$70.4K -2,805 -23%
RPGK
227
Retirement Planning Group (Kansas)
Kansas
$229K -$13.4K -534 -5%
ML
228
McAdam LLC
Pennsylvania
$226K -$12.1K -482 -5%
OWA
229
Octavia Wealth Advisors
Ohio
$226K -$4.32K -172 -2%
CF
230
Claris Financial
Virginia
$223K +$954 +38 +0.4%
MFA
231
Mayflower Financial Advisors
Massachusetts
$216K
KF
232
Krilogy Financial
Missouri
$207K +$1.51K +60 +0.7%
MWA
233
Merkkuri Wealth Advisors
New York
$205K +$2.21K +88 +1%
BEI
234
Benjamin Edwards Inc
Missouri
$204K -$6.83K -272 -3%
SWGC
235
Summit Wealth Group (Colorado)
Colorado
$202K -$46.9K -1,867 -19%
EWM
236
Evolution Wealth Management
Florida
$175K +$35.8K +1,428 +25%
AGWCA
237
Annis Gardner Whiting Capital Advisors
Florida
$157K +$19.7K +783 +14%
MWA
238
Medallion Wealth Advisors
Connecticut
$157K -$3.01K -120 -2%
PB
239
Pinnacle Bancorp
Nebraska
$152K +$31.8K +1,265 +26%
DFA
240
DHJJ Financial Advisors
Illinois
$145K
SWM
241
Spire Wealth Management
Virginia
$131K +$1.21K +48 +0.9%
ECA
242
Elevated Capital Advisors
Utah
$126K -$9.71K -387 -7%
HHCP
243
Hilton Head Capital Partners
South Carolina
$100K
MIFH
244
Migdal Insurance & Financial Holdings
Israel
$76.3K -$25.1K -1,000 -25%
HBW
245
Hazlett, Burt & Watson
West Virginia
$69K
Jones Financial Companies
246
Jones Financial Companies
Missouri
$66.7K +$64.8K +2,582 +1,956%
RFP
247
Root Financial Partners
California
$59.7K -$46.2K -1,840 -43%
FPF
248
First Pacific Financial
Washington
$56.4K -$23.7K -944 -29%
IAIM
249
International Assets Investment Management
Florida
$56.3K
GSEP
250
Golden State Equity Partners
California
$55.2K +$56K +2,230 New