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DoubleLine Commercial Real Estate Debt ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BLC
76
Brown, Lisle/Cummings
Rhode Island
$13.3K +$13.3K +256 New
SEP
77
Signature Equity Partners
Ohio
$12.8K – – –
Cornerstone Planning Group
78
Cornerstone Planning Group
New Jersey
$11.5K -$38.9K -750 -77%
RFS
79
Richardson Financial Services
Massachusetts
$10.1K -$11.3K -219 -53%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$6.89K +$6.89K +133 New
Jones Financial Companies
81
Jones Financial Companies
Missouri
$6.32K +$5.13K +99 +430%
US Bancorp
82
US Bancorp
Minnesota
$6.11K -$773K -14,914 -99%
SNBOSCI
83
Security National Bank of Sioux City Iowa
Iowa
$5.8K +$5.8K +112 New
Crews Bank & Trust
84
Crews Bank & Trust
Florida
$3.11K +$3.11K +60 New
JP Morgan Chase
85
JP Morgan Chase
New York
$1.97K +$1.97K +38 New
Global Retirement Partners
86
Global Retirement Partners
California
$1.86K +$1.86K +36 New
Golden State Wealth Management
87
Golden State Wealth Management
California
$1.07K – – –
LC
88
Luminist Capital
Michigan
$725 – – –
MFWM
89
Motley Fool Wealth Management
Virginia
– -$9.36M -180,108 Closed
CPA
90
Clear Point Advisors
New York
– -$4.43M -143,543 Closed
Root Financial Partners
91
Root Financial Partners
California
– -$167K -3,214 Closed
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
– -$58.7K -1,130 Closed
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
– -$46.8K -900 Closed
Ameritas Advisory Services
94
Ameritas Advisory Services
Nebraska
– -$25.4K -488 Closed
Harbor Investment Advisory
95
Harbor Investment Advisory
Maryland
– -$7.59K -146 Closed
SWA
96
SOA Wealth Advisors
New York
– -$1.96K -38 Closed