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Franklin Dynamic Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
101
Per Stirling Capital Management
Texas
$847K +$213K +8,545 +33%
SWM
102
SHP Wealth Management
Massachusetts
$844K +$844K +33,929 New
QC
103
Quadrature Capital
United Kingdom
$838K +$838K +33,712 New
BWS
104
Buck Wealth Strategies
Colorado
$838K +$838K +33,712 New
CFB
105
Cullen/Frost Bankers
Texas
$819K +$412K +16,560 +101%
SFC
106
Summit Financial Consulting
Michigan
$807K +$109K +4,375 +16%
FTUS
107
Flow Traders U.S.
New York
$791K +$21.9K +882 +3%
GIA
108
Gladstone Institutional Advisory
Florida
$775K +$63.1K +2,537 +9%
MAM
109
MMA Asset Management
Pennsylvania
$757K +$757K +30,438 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$750K +$750K +30,152 New
SWM
111
Spire Wealth Management
Virginia
$739K +$739K +29,723 New
MPIA
112
Milestones Private Investment Advisors
New York
$739K -$18.4K -738 -2%
EFS
113
Essex Financial Services
Connecticut
$732K +$292K +11,722 +66%
HF
114
HRT Financial
New York
$729K +$729K +29,326 New
SMG
115
Smart Money Group
Texas
$715K +$99.3K +3,993 +16%
DADC
116
D.A. Davidson & Co
Montana
$677K
WWA
117
WCG Wealth Advisors
Nevada
$632K +$632K +25,412 New
PFS
118
Prospera Financial Services
Texas
$624K +$58.2K +2,339 +10%
GHA
119
Good Harbor Advisors
Massachusetts
$613K +$613K +24,650 New
BEI
120
Benjamin Edwards Inc
Missouri
$602K +$168K +6,766 +39%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$597K
EWS
122
Evergreen Wealth Solutions
Pennsylvania
$584K -$109K -4,385 -16%
Corient Private Wealth
123
Corient Private Wealth
Florida
$579K +$579K +23,300 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$568K +$27.4K +1,103 +5%
WWM
125
Western Wealth Management
Colorado
$567K +$2.41K +97 +0.4%