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Franklin Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$167M -$33M -1,324,411 -17%
KWA
2
KCS Wealth Advisory
California
$1.67M -$165K -6,615 -9%
AWM
3
AE Wealth Management
Kansas
$428K -$91.7K -3,674 -18%
OWA
4
Octavia Wealth Advisors
Ohio
$333K +$331K +13,284 New
Mariner
5
Mariner
Kansas
$315K
CFD
6
Creative Financial Designs
Indiana
$30K +$29.9K +1,198 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5K
UBS Group
8
UBS Group
Switzerland
$1K -$33.2K -1,330 -97%
Jane Street
9
Jane Street
New York
-$1.22M -48,907 Closed
KWM
10
Kingsview Wealth Management
Oregon
-$291K -11,668 Closed