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State Street DoubleLine Total Return Tactical ETF
TOTL

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
251
Columbia Trust
Oregon
$241K +$242K +4,930 New
RFWA
252
RPg Family Wealth Advisory
Massachusetts
$241K +$230K +4,702 +2,239%
OFG
253
Oxford Financial Group
Indiana
$240K – – –
QWM
254
QP Wealth Management
New Jersey
$238K +$235K +4,805 New
OC
255
Oarsman Capital
Wisconsin
$233K +$233K +4,748 New
SFC
256
SYM Financial Corp
Indiana
$232K – – –
FHC
257
First Heartland Consultants
Missouri
$231K -$13.4K -273 -5%
MIC
258
Means Investment Company
Maine
$227K +$12.1K +247 +6%
BEC
259
Blue Edge Capital
Virginia
$227K +$588 +12 +0.3%
AFA
260
American Financial Advisors
Georgia
$224K -$219K -4,467 -50%
WWM
261
Western Wealth Management
Colorado
$223K -$185K -3,785 -45%
TFCP
262
Twin Focus Capital Partners
Massachusetts
$223K +$223K +4,559 New
SCM
263
Stonehearth Capital Management
Massachusetts
$221K +$221K +4,507 New
AP
264
Americana Partners
Texas
$214K +$214K +4,373 New
IC
265
Intersect Capital
California
$212K – – –
TTWM
266
TCV Trust & Wealth Management
Virginia
$206K – – –
PWS
267
Paragon Wealth Strategies
Florida
$204K -$60.7K -1,238 -23%
NWP
268
Northstar Wealth Partners
Connecticut
$204K +$205K +4,178 New
PP
269
Pacifica Partners
Canada
$199K +$199K +4,059 New
SC
270
Steph & Co
Wisconsin
$169K +$169K +3,440 New
TFGT
271
TS Financial Group (TSFG)
Illinois
$165K +$5K +102 +3%
RWM
272
Raffa Wealth Management
District of Columbia
$138K – – –
M
273
MOTCO
Texas
$132K +$9.8K +200 +8%
BWP
274
Baldwin Wealth Partners
Massachusetts
$131K – – –
CA
275
CXI Advisors
Indiana
$129K +$130K +2,643 New
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