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First Trust Smith Unconstrained Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
151
IHT Wealth Management
Illinois
$378K -$47.2K -1,949 -11%
FA
152
Fagan Associates
New York
$376K -$28.8K -1,190 -7%
CW
153
CIC Wealth
Maryland
$372K +$32.2K +1,331 +9%
MWM
154
Mattern Wealth Management
Kansas
$354K -$160K -6,611 -31%
TLFA
155
True Link Financial Advisors
California
$335K
ML
156
McAdam LLC
Pennsylvania
$330K -$38.8K -1,602 -10%
BRWA
157
B. Riley Wealth Advisors
Florida
$327K +$9.46K +391 +3%
KPWS
158
Kestra Private Wealth Services
Texas
$314K -$1.03M -42,489 -76%
CAM
159
Cresset Asset Management
Illinois
$300K +$1.16K +48 +0.4%
IW
160
Imprint Wealth
South Carolina
$289K +$34.8K +1,437 +13%
AWA
161
Alta Wealth Advisors
Massachusetts
$288K -$304K -12,547 -51%
Financial Engines Advisors
162
Financial Engines Advisors
California
$285K -$24.4K -1,010 -8%
Goldman Sachs
163
Goldman Sachs
New York
$275K +$278K +11,489 New
GWA
164
GGM Wealth Advisors
Maryland
$272K
IP
165
Ignite Planners
California
$270K -$52.5K -2,171 -16%
JWCA
166
J.W. Cole Advisors
Florida
$253K -$53.5K -2,211 -17%
GM
167
GeoWealth Management
Illinois
$239K +$17.8K +735 +8%
AAS
168
Avantax Advisory Services
Texas
$221K -$24K -992 -10%
PIA
169
Perennial Investment Advisors
California
$220K +$223K +9,218 New
IAP
170
Indie Asset Partners
Indiana
$217K +$6.56K +271 +3%
IA
171
Inspire Advisors
Idaho
$217K +$219K +9,062 New
SS
172
Sunbelt Securities
Texas
$211K +$2.78K +115 +1%
MFA
173
Millington Financial Advisors
Illinois
$210K -$3.92K -162 -2%
First Trust Advisors
174
First Trust Advisors
Illinois
$210K -$3.79M -156,694 -95%
CAP
175
Columbia Advisory Partners
Washington
$202K +$73 +3 +0%