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State Street DoubleLine Total Return Tactical ETF
TOTL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
326
Cranbrook Wealth Management
Michigan
$29K – – –
CAGAS
327
Capital Advisory Group Advisory Services
Minnesota
$24K – – –
HWMA
328
Heritage Wealth Management (Arizona)
Arizona
$24K +$23.5K +486 New
OIA
329
Optimum Investment Advisors
Illinois
$24K +$24.2K +500 New
MAM
330
McCarthy Asset Management
California
$22K -$5.8K -120 -21%
TCM
331
TD Capital Management
Tennessee
$22K -$1.21K -25 -5%
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
CH
333
Canton Hathaway
Rhode Island
$20K +$20.1K +416 New
TFA
334
Toth Financial Advisory
Virginia
$17K – – –
CDIA
335
Capital Directions Investment Advisors
Georgia
$17K +$16.6K +344 New
DWMG
336
DB Wealth Management Group
California
$16K -$403K -8,342 -96%
APWA
337
Atlas Private Wealth Advisors
New Jersey
$16K – – –
ASN
338
Advisory Services Network
Georgia
$16K +$16.2K +336 New
ARMC
339
American Research & Management Company
Massachusetts
$15K – – –
FPW
340
Flagship Private Wealth
Massachusetts
$13.4K -$580 -12 -4%
RFWA
341
RPg Family Wealth Advisory
Massachusetts
$10.2K +$10.2K +210 New
SWA
342
SOA Wealth Advisors
New York
$9K – – –
YAL
343
Your Advocates Ltd
Texas
$9K +$6.04K +125 +208%
LPWM
344
Lake Point Wealth Management
Texas
$9K +$8.66K +179 New
EIP
345
Ellis Investment Partners
Pennsylvania
$8K – – –
BU
346
BBVA USA
Alabama
$7K +$7.11K +147 New
GI
347
Gradient Investments
Minnesota
$6K +$5.9K +122 New
BWM
348
Baystate Wealth Management
Massachusetts
$5K -$4.25K -88 -46%
KFS
349
Kelly Financial Services
Massachusetts
$4.84K – – –
GTAM
350
Global Trust Asset Management
Florida
$4K -$1.21K -25 -22%
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14
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