We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF
TOTL

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
51
Northwest Quadrant Wealth Management
Oregon
$7.37M +$1.45M +30,598 +25%
HFP
52
Holistic Financial Partners
Indiana
$6.5M -$501K -10,540 -7%
AG
53
Advisor Group
Arizona
$6M +$1.63M +34,251 +37%
AFG
54
Arkansas Financial Group
Arkansas
$5.92M +$1.21M +25,412 +26%
SHIM
55
Stone House Investment Management
Pennsylvania
$5.47M +$44.2K +930 +0.8%
CB
56
Community Bank
New York
$5.46M +$14.2K +300 +0.3%
BA
57
Ballew Advisors
Mississippi
$5.27M -$5.09M -107,128 -49%
LGWM
58
Litman Gregory Wealth Management
California
$5.21M -$42.5K -894 -0.8%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$5.18M +$204K +4,292 +4%
APA
60
American Portfolios Advisors
New York
$4.89M +$252K +5,315 +5%
WF
61
WealthTrust Fairport
Ohio
$4.77M +$33.8K +711 +0.7%
WAAG
62
Wealth Alliance Advisory Group
Kansas
$4.71M +$115K +2,419 +3%
CSIC
63
Clifford Swan Investment Counsel
California
$4.55M +$4.75K +100 +0.1%
CWM
64
Cabot Wealth Management
Massachusetts
$4.39M -$344K -7,248 -7%
HCM
65
Hollencrest Capital Management
California
$4.31M -$341K -7,176 -7%
CG
66
Colony Group
Massachusetts
$4.29M -$445K -9,371 -9%
GJIC
67
Gamble Jones Investment Counsel
California
$4.09M +$170K +3,573 +4%
PWMAG
68
Pinnacle Wealth Management Advisory Group
New Jersey
$4.08M +$346K +7,288 +9%
PCM
69
Perritt Capital Management
Illinois
$4.08M +$52.2K +1,100 +1%
HFA
70
HC Financial Advisors
California
$4.04M +$12.1K +254 +0.3%
AI
71
Atria Investments
North Carolina
$3.75M +$357K +7,520 +11%
PAI
72
Pittenger & Anderson Inc
Nebraska
$3.75M +$50.3K +1,059 +1%
TFF
73
The Family Firm
Maryland
$3.71M +$109K +2,299 +3%
CI
74
CX Institutional
Indiana
$3.63M +$3.63M +76,381 New
ECM
75
Evergreen Capital Management
Washington
$3.53M -$264K -5,562 -7%
1 2
3
4 5