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State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
51
Litman Gregory Wealth Management
California
$9.17M +$760K +15,407 +9%
DSAM
52
Dock Street Asset Management
Florida
$9.07M +$9.08M +184,001 New
CPWM
53
Cardinal Point Wealth Management
California
$8.81M +$8.82M +178,779 New
LFPWM
54
Leicht Financial Planning & Wealth Management
New Jersey
$8.8M -$824K -16,698 -9%
PWM
55
Peterson Wealth Management
Nevada
$8.48M +$213K +4,320 +3%
HFS
56
Horizon Financial Services
North Carolina
$8.41M -$24.7K -501 -0.3%
NA
57
Nottingham Advisors
New York
$8.27M -$1.19M -24,223 -13%
AssetMark Inc
58
AssetMark Inc
California
$7.5M -$2.66M -53,925 -26%
SEIA
59
Signature Estate & Investment Advisors
California
$7.28M +$383K +7,766 +6%
AFS
60
Aft Forsyth & Sober
Florida
$7.26M +$6.47M +131,200 +812%
NEGWA
61
New England Guild Wealth Advisors
Connecticut
$7.24M +$443K +8,983 +7%
HB
62
Homrich & Berg
Georgia
$7.17M +$6.65M +134,762 +1,259%
CCM
63
Cribstone Capital Management
Maine
$7.17M +$210K +4,250 +3%
WAM
64
Weatherly Asset Management
California
$6.78M +$2.75M +55,773 +68%
CP
65
Corbenic Partners
Pennsylvania
$6.72M -$23.9K -485 -0.4%
FC
66
Fusion Capital
South Carolina
$6.62M +$1.02M +20,697 +18%
RWM
67
Reston Wealth Management
Virginia
$6.54M +$511K +10,360 +8%
PWMAG
68
Pinnacle Wealth Management Advisory Group
New Jersey
$6.53M +$230K +4,658 +4%
SWP
69
Stratos Wealth Partners
Ohio
$6.43M +$407K +8,243 +7%
Renaissance Technologies
70
Renaissance Technologies
New York
$6.39M +$4.12M +83,593 +181%
TFF
71
The Family Firm
Maryland
$6.38M +$619K +12,545 +11%
SWM
72
SVA Wealth Management
Wisconsin
$6.21M -$176K -3,576 -3%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$6.21M +$3.56M +72,169 +134%
CIAS
74
Capital Investment Advisory Services
North Carolina
$6.2M +$131K +2,655 +2%
OPS
75
Orion Portfolio Solutions
Nebraska
$6.2M +$875K +17,750 +16%