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DoubleLine Shiller CAPE US Equities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Sepio Capital
Utah
$558K
CFD
27
Creative Financial Designs
Indiana
$502K -$21.6K -675 -4%
LPL Financial
28
LPL Financial
California
$304K -$10.7K -335 -3%
Corient Private Wealth
29
Corient Private Wealth
Florida
$287K
TCA
30
Transcend Capital Advisors
New Jersey
$253K -$641 -20 -0.3%
UAG
31
United Advisor Group
Ohio
$238K +$38K +1,184 +19%
KAS
32
Kestra Advisory Services
Texas
$219K
LWMI
33
Legacy Wealth Management (Idaho)
Idaho
$104K +$833 +26 +0.8%
CAL
34
Capital Analysts LLC
Pennsylvania
$92K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$82.3K +$36.7K +1,146 +81%
TCM
36
TD Capital Management
Tennessee
$69.1K +$545 +17 +0.8%
CCMI
37
Creative Capital Management Investments
California
$16.7K +$16.6K +519 New
NA
38
NewEdge Advisors
Louisiana
$16.1K
SWM
39
Spire Wealth Management
Virginia
$16.1K
HI
40
Harbour Investments
Wisconsin
$12.9K
EPG
41
Estate Planners Group
Pennsylvania
$6.72K +$6.67K +208 New
Morgan Stanley
42
Morgan Stanley
New York
$5.44K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$5K -$223K -6,948 -98%
AssetMark Inc
44
AssetMark Inc
California
$4.67K
Osaic Holdings
45
Osaic Holdings
Arizona
$4.48K +$4.2K +131 +1,638%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2.38K
PFA
47
Pettinga Financial Advisors
Indiana
-$265K -8,128 Closed
TWP
48
Triad Wealth Partners
Kansas
-$259K -7,959 Closed
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
-$240K -7,371 Closed
AWM
50
AE Wealth Management
Kansas
-$8.93K -274 Closed