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DoubleLine Fortune 500 Equal Weight ETF
DFVE
DFVE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $18.3M | +$3.88M | +116,617 | +26% |
|
2
JP Morgan Chase
New York
| $1.75M | – | – | – |
|
3
Goldman Sachs
New York
| $863K | +$884K | +26,574 | New |
|
|
MA
4
Mutual Advisors
Omaha,
Nebraska
| $288K | +$21.6K | +650 | +8% |
|
|
ACA
5
Aptus Capital Advisors
Fairhope,
Alabama
| $258K | +$264K | +7,932 | New |
|
|
IWC
6
Integrated Wealth Concepts
Waltham,
Massachusetts
| $258K | +$264K | +7,932 | New |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $48.8K | +$49.9K | +1,500 | New |
|
|
RFP
8
Root Financial Partners
Encinitas,
California
| $28.3K | +$28.9K | +870 | New |
|
9
Vanguard Advisers Inc
Malvern,
Pennsylvania
| $97 | +$100 | +3 | New |
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$931K | -29,167 | Closed |
|
|
NEWAS
11
N.E.W. Advisory Services
De Pere,
Wisconsin
| – | -$1.08K | -34 | Closed |
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$32 | -1 | Closed |
|