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DoubleLine Opportunistic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
26
L & S Advisors
California
$1.45M
BCM
27
Beaumont Capital Management
Massachusetts
$1.36M +$197K +4,291 +17%
AFP
28
Ausdal Financial Partners
Iowa
$1.33M -$20.6K -448 -2%
BFA
29
Beaumont Financial Advisors
Massachusetts
$1.17M +$81.5K +1,772 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1M +$793K +17,237 +352%
BWA
31
BlueChip Wealth Advisors
Georgia
$936K +$950K +20,661 New
SWM
32
SilverOak Wealth Management
Minnesota
$927K +$941K +20,463 New
BA
33
Bristlecone Advisors
Washington
$786K +$798K +17,354 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$751K -$28.1K -610 -4%
FSBI
35
Fearless Solutions (Best Invest)
Texas
$742K +$754K +16,385 New
SA
36
Stewardship Advisors
Pennsylvania
$682K -$51.9K -1,129 -7%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$640K +$342K +7,425 +111%
PIA
38
Panoramic Investment Advisors
Colorado
$553K
AWM
39
Axxcess Wealth Management
California
$550K +$37.1K +806 +7%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$535K
Comerica Bank
41
Comerica Bank
Texas
$501K +$49.2K +1,070 +11%
Raymond James Financial
42
Raymond James Financial
Florida
$496K +$504K +10,956 New
NA
43
NewEdge Advisors
Louisiana
$467K -$27.1K -589 -5%
LPL Financial
44
LPL Financial
California
$452K +$87.4K +1,900 +24%
SWP
45
Strategic Wealth Partners
Ohio
$409K +$413K +8,980 New
Osaic Holdings
46
Osaic Holdings
Arizona
$406K +$113K +2,452 +38%
PWA
47
Principia Wealth Advisory
Texas
$391K +$397K +8,633 New
CSIC
48
Clifford Swan Investment Counsel
California
$389K
BWMG
49
Barnes Wealth Management Group
California
$354K +$360K +7,821 New
AI
50
Atria Investments
North Carolina
$316K +$48.8K +1,061 +18%