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State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EP Wealth Advisors
California
$1.25M +$1.89M +46,428 +705%
TFA
127
Tranquilli Financial Advisor
New Jersey
$1.22M +$194K +4,776 +19%
WP
128
WMS Partners
Maryland
$1.22M +$1.22M +29,971 New
EPWM
129
Essex Private Wealth Management
Massachusetts
$1.19M
EH
130
Equitable Holdings
New York
$1.15M +$172K +4,229 +17%
VCP
131
Verus Capital Partners
Arizona
$1.15M -$85K -2,088 -7%
CCA
132
Cobblestone Capital Advisors
New York
$1.14M +$51K +1,252 +5%
RWM
133
Reston Wealth Management
Virginia
$1.13M +$733 +18 +0.1%
CAL
134
Capital Analysts LLC
Pennsylvania
$1.12M +$150K +3,680 +15%
CHJWM
135
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.12M -$10.7K -264 -0.9%
AWM
136
Avitas Wealth Management
California
$1.07M +$24.6K +605 +2%
Stifel Financial
137
Stifel Financial
Missouri
$1.06M -$12.3K -303 -1%
CWM
138
Collaborative Wealth Management
Florida
$1.04M -$126K -3,090 -11%
RA
139
RFG Advisory
Alabama
$1.02M +$57.9K +1,422 +6%
TFA
140
Transamerica Financial Advisors
Florida
$1.02M -$12.9K -318 -1%
MFGM
141
Marshall Financial Group (Maryland)
Maryland
$1.01M +$273K +6,698 +37%
FPCG
142
Forum Private Client Group
Indiana
$1M -$14K -343 -1%
BTI
143
Blue Trust Inc
Georgia
$979K +$971K +23,861 New
M
144
MOTCO
Texas
$975K +$40.3K +990 +4%
AWE
145
Avidian Wealth Enterprises
Texas
$973K +$977K +24,003 New
ARC
146
Advisor Resource Council
Texas
$931K +$246K +6,048 +36%
WW
147
Waterfront Wealth
Kansas
$928K -$190K -4,662 -17%
WP
148
Westmount Partners
California
$910K -$26.6K -654 -3%
SFC
149
SYM Financial Corp
Indiana
$874K +$301K +7,386 +52%
FA
150
Flagstar Advisors
New York
$873K -$21.1K -518 -2%