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Franklin Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Sightline Wealth Advisors
Connecticut
$684K -$1.57M -64,842 -70%
SWM
77
Seed Wealth Management
Illinois
$680K -$1.1M -45,391 -62%
OHWA
78
Oak Hill Wealth Advisors
Virginia
$662K +$335K +13,836 +101%
IF
79
Intrua Financial
Texas
$653K +$658K +27,140 New
AA
80
Advisory Alpha
Michigan
$645K +$173K +7,131 +36%
WIA
81
World Investment Advisors
California
$634K +$26.4K +1,091 +4%
FFN
82
Focus Financial Network
Minnesota
$623K +$97.5K +4,023 +18%
JSL
83
JT Stratford LLC
Georgia
$613K -$22.7K -938 -4%
PCM
84
Pennsylvania Capital Management
Pennsylvania
$556K +$31.2K +1,289 +6%
GVCM
85
Global View Capital Management
Wisconsin
$499K -$97.8K -4,037 -16%
WW
86
Waterfront Wealth
Kansas
$492K +$21.7K +894 +5%
AWA
87
Arkadios Wealth Advisors
Georgia
$482K +$16.6K +685 +4%
FIM
88
Freedom Investment Management
Connecticut
$475K +$21.5K +886 +5%
HF
89
HRT Financial
New York
$427K +$431K +17,778 New
OWM
90
OneAscent Wealth Management
Alabama
$418K -$119K -4,926 -22%
SB
91
Strategic Blueprint
Georgia
$397K -$7.75K -320 -2%
KOMWMG
92
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$358K +$64.3K +2,655 +22%
AAS
93
Ameritas Advisory Services
Nebraska
$319K
FA
94
Fermata Advisors
California
$316K +$23.7K +978 +8%
IWS
95
Insight Wealth Strategies
California
$300K +$302K +12,477 New
FEM
96
Fulcrum Equity Management
Texas
$288K -$38.4K -1,585 -12%
DAS
97
Dynamic Advisor Solutions
Arizona
$286K +$6.13K +253 +2%
RIA
98
Regal Investment Advisors
Michigan
$273K +$275K +11,340 New
SWA
99
Stratos Wealth Advisors
Ohio
$270K -$5.55K -229 -2%
TA
100
TFB Advisors
Kansas
$269K +$17.7K +732 +7%