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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$7.21M +$138K +5,484 +2%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$7.11M +$108K +4,266 +2%
SIM
78
Synergy Investment Management
Florida
$7.09M +$754K +29,914 +12%
TWM
79
Tolleson Wealth Management
Texas
$7.01M -$929K -36,838 -12%
BFA
80
Beaumont Financial Advisors
Massachusetts
$6.94M -$124K -4,916 -2%
IWC
81
Integrated Wealth Concepts
Massachusetts
$6.87M -$17M -676,107 -71%
GA
82
GSG Advisors
New Jersey
$6.31M +$368K +14,607 +6%
TPWA
83
Twin Peaks Wealth Advisors
California
$6.07M +$319K +12,631 +6%
TA
84
TrueWealth Advisors
Alabama
$6.06M -$38.8K -1,539 -0.6%
SWTS
85
Stonehaven Wealth & Tax Solutions
Wisconsin
$6.01M -$65.1K -2,581 -1%
PJWM
86
Philip James Wealth Mangement
Georgia
$6M +$78.1K +3,096 +1%
OC
87
Oppenheimer & Co
New York
$5.93M +$835K +33,129 +16%
GPWA
88
Gaddis Premier Wealth Advisors
Oklahoma
$5.91M +$5.92M +234,712 New
KP
89
Keel Point
Alabama
$5.91M +$379K +15,025 +7%
KWM
90
Kingsview Wealth Management
Oregon
$5.76M -$321K -12,721 -5%
CWM
91
Collaborative Wealth Management
Florida
$5.71M +$2.31M +91,732 +68%
EW
92
Entruity Wealth
California
$5.6M -$494K -19,574 -8%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$5.46M +$859K +34,065 +19%
SW
94
SlateStone Wealth
Florida
$5.2M -$398K -15,788 -7%
GSWM
95
Golden State Wealth Management
California
$4.92M +$795K +31,530 +19%
NA
96
NewEdge Advisors
Louisiana
$4.82M -$642K -25,446 -12%
RWA
97
Redhawk Wealth Advisors
Minnesota
$4.82M -$139K -5,521 -3%
NWM
98
Nova Wealth Management
Florida
$4.78M -$1.55M -61,440 -24%
TCWM
99
Total Clarity Wealth Management
Illinois
$4.59M -$105K -4,178 -2%
EFS
100
Econ Financial Services
Pennsylvania
$4.4M +$1.6M +63,269 +57%