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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1.74M -$315K -12,823 -15%
DADC
127
D.A. Davidson & Co
Montana
$1.68M +$153K +6,229 +10%
AF
128
Apollon Financial
South Carolina
$1.66M +$419K +17,028 +34%
Comerica Bank
129
Comerica Bank
Texas
$1.63M +$540K +21,951 +50%
GAG
130
Goodman Advisory Group
Massachusetts
$1.59M +$1.37M +55,780 +630%
AWA
131
Authentikos Wealth Advisory
California
$1.56M +$249K +10,126 +19%
TA
132
Tactive Advisors
Florida
$1.54M +$1.54M +62,572 New
KWM
133
Kingsview Wealth Management
Oregon
$1.48M +$116K +4,724 +9%
IFAM
134
Institutional & Family Asset Management
Colorado
$1.46M +$1.46M +59,510 New
TI
135
tru Independence
Oregon
$1.43M -$652K -26,486 -31%
EE
136
EWG Elevate
California
$1.38M +$5.44K +221 +0.4%
EA
137
Ergawealth Advisors
Illinois
$1.35M -$40.9K -1,663 -3%
AAS
138
Asset Allocation Strategies
Michigan
$1.31M +$56K +2,278 +4%
SWP
139
Stratos Wealth Partners
Ohio
$1.3M -$700K -28,456 -35%
CCFM
140
Clear Creek Financial Management
Washington
$1.28M +$114K +4,649 +10%
AWS
141
Atria Wealth Solutions
New York
$1.24M -$228K -9,280 -16%
CFS
142
CGC Financial Services
Oregon
$1.19M -$13.4M -546,518 -92%
CIAS
143
Capital Investment Advisory Services
North Carolina
$1.17M -$24.8K -1,006 -2%
PPP
144
Private Portfolio Partners
New Jersey
$1.15M +$83.7K +3,401 +8%
ARC
145
Advisor Resource Council
Texas
$1.13M -$2.12M -86,311 -65%
OIA
146
OneDigital Investment Advisors
Kansas
$1.06M +$99K +4,024 +10%
PCS
147
Private Client Services
Kentucky
$1.04M +$80K +3,250 +8%
BBA
148
Braun-Bostich & Associates
Pennsylvania
$1.01M -$426K -17,316 -30%
VCM
149
Virtue Capital Management
Tennessee
$981K -$603K -24,494 -38%
NS
150
NBC Securities
Alabama
$959K +$25K +1,018 +3%