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Franklin Dynamic Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFP
26
Leeward Financial Partners
Washington
$1.52M +$41.7K +1,687 +3%
RWA
27
Redhawk Wealth Advisors
Minnesota
$1.51M +$30K +1,214 +2%
ODA
28
One Degree Advisors
California
$1.19M +$1.17M +47,420 New
BCI
29
Brinker Capital Investments
Pennsylvania
$1.18M +$8.97K +363 +0.8%
OPS
30
Orion Portfolio Solutions
Nebraska
$1.18M +$8.97K +363 +0.8%
FAIM
31
Financial Advocates Investment Management
Washington
$1.15M -$74.8K -3,027 -6%
RJA
32
Raymond James & Associates
Florida
$1.15M +$130K +5,248 +13%
LWMNY
33
Landmark Wealth Management (New York)
New York
$1.06M -$25.4K -1,028 -2%
WHC
34
Wulff, Hansen & Co
California
$1.03M
BC
35
Bowman & Company
Wisconsin
$1.01M
GI
36
GAMMA Investing
California
$1.01M +$302K +12,227 +44%
CPCP
37
Cedar Point Capital Partners
Iowa
$911K +$30.9K +1,251 +4%
KAS
38
Kestra Advisory Services
Texas
$835K +$191K +7,731 +30%
HI
39
Harbour Investments
Wisconsin
$832K +$111K +4,478 +16%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$784K +$774K +31,347 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$784K +$294K +11,919 +61%
SWM
42
SFG Wealth Management
Maryland
$737K +$1.21K +49 +0.2%
SAM
43
Secure Asset Management
Michigan
$734K +$725K +29,366 New
CWM
44
Collaborative Wealth Management
Florida
$685K +$89.6K +3,627 +15%
EFS
45
Essex Financial Services
Connecticut
$631K +$28.6K +1,159 +5%
Stifel Financial
46
Stifel Financial
Missouri
$611K +$328K +13,281 +119%
Truist Financial
47
Truist Financial
North Carolina
$595K +$16.4K +663 +3%
VWA
48
Visionary Wealth Advisors
Illinois
$515K +$40.5K +1,638 +9%
GIA
49
Gladstone Institutional Advisory
Florida
$427K -$18.1K -734 -4%
AI
50
Atria Investments
North Carolina
$423K +$48.8K +1,974 +13%