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DoubleLine Commercial Real Estate Debt ETF
DCRE

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
26
Naples Global Advisors
Florida
$2.04M +$437K +8,390 +27%
SWM
27
Stapp Wealth Management
Washington
$1.85M +$79.4K +1,525 +4%
AFG
28
Atomi Financial Group
New York
$1.47M +$150K +2,874 +11%
BAM
29
Belpointe Asset Management
Nevada
$1.27M +$49K +942 +4%
CAG
30
Csenge Advisory Group
Florida
$1.24M +$10.5K +202 +0.9%
FFG
31
First Financial Group
North Carolina
$1.08M +$220K +4,225 +25%
APWM
32
Argonautica Private Wealth Management
Massachusetts
$850K +$32.9K +632 +4%
SCM
33
Sunbeam Capital Management
Georgia
$768K – – –
TI
34
Tidal Investments
Wisconsin
$701K +$703K +13,513 New
BLC
35
Blue Line Capital
Illinois
$659K +$661K +12,702 New
PW
36
Paladin Wealth
Minnesota
$653K -$1.04K -20 -0.2%
BFA
37
Brown Financial Advisors
Ohio
$577K -$13.9K -268 -2%
Goldman Sachs
38
Goldman Sachs
New York
$551K -$49.7K -955 -8%
PAG
39
Private Advisor Group
New Jersey
$474K +$19.5K +375 +4%
JSW
40
Journey Strategic Wealth
New Jersey
$467K -$432K -8,300 -48%
Bank of America
41
Bank of America
North Carolina
$460K +$106K +2,029 +30%
GAM
42
Gotham Asset Management
New York
$374K +$375K +7,208 New
MFS
43
Mattson Financial Services
Michigan
$321K +$40.5K +778 +14%
UBS Group
44
UBS Group
Switzerland
$286K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$284K +$1.98K +38 +0.7%
SCM
46
SCS Capital Management
Massachusetts
$281K +$4.42K +85 +2%
AFP
47
Ausdal Financial Partners
Iowa
$274K +$59.1K +1,135 +27%
CSP
48
Cary Street Partners
Virginia
$262K -$19K -365 -7%
BF
49
Brucke Financial
Indiana
$257K +$258K +4,956 New
SWM
50
SK Wealth Management
Rhode Island
$253K +$2.91K +56 +1%
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