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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
76
Nova Wealth Management
Florida
$6.33M -$2.25M -89,872 -26%
TA
77
TrueWealth Advisors
Alabama
$6.1M +$134K +5,357 +2%
EW
78
Entruity Wealth
California
$6.09M +$399K +15,960 +7%
KWM
79
Kingsview Wealth Management
Oregon
$6.09M -$4.76M -190,528 -44%
SWTS
80
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.08M -$105K -4,183 -2%
GA
81
GSG Advisors
New Jersey
$5.96M -$311K -12,447 -5%
PJWM
82
Philip James Wealth Mangement
Georgia
$5.93M -$2.09M -83,853 -26%
GWP
83
Gateway Wealth Partners
Wisconsin
$5.86M +$5.81M +232,693 New
TPWA
84
Twin Peaks Wealth Advisors
California
$5.75M +$177K +7,097 +3%
WWA
85
WCG Wealth Advisors
Nevada
$5.74M +$52.9K +2,118 +0.9%
SW
86
SlateStone Wealth
Florida
$5.6M -$4.06M -162,578 -42%
KP
87
Keel Point
Alabama
$5.53M +$423K +16,943 +8%
NA
88
NewEdge Advisors
Louisiana
$5.47M -$5.37M -215,015 -50%
OC
89
Oppenheimer & Co
New York
$5.1M +$724K +28,993 +17%
RWA
90
Redhawk Wealth Advisors
Minnesota
$4.96M +$178K +7,124 +4%
BFG
91
Beacon Financial Group
Texas
$4.77M -$745K -29,839 -14%
TCWM
92
Total Clarity Wealth Management
Illinois
$4.7M -$251K -10,059 -5%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$4.6M -$1.44M -57,442 -24%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$4.47M +$1.61M +64,378 +57%
GSWM
95
Golden State Wealth Management
California
$4.12M +$685K +27,430 +20%
TA
96
Tactive Advisors
Florida
$4.07M +$1.84M +73,752 +84%
FHA
97
Flagship Harbor Advisors
Massachusetts
$4.04M -$33.3K -1,332 -0.8%
BWM
98
BlackDiamond Wealth Management
New York
$4.02M -$47.3K -1,894 -1%
SG
99
StoneX Group
New York
$3.96M -$77K -3,080 -2%
Kovitz Investment Group Partners
100
Kovitz Investment Group Partners
Illinois
$3.69M -$37.9K -1,517 -1%