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State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
151
Next Capital Management
New York
$850K -$5.47K -113 -0.6%
SFP
152
Shepherd Financial Partners
Massachusetts
$825K +$4.26K +88 +0.5%
FIM
153
Fernwood Investment Management
Massachusetts
$819K
SFWC
154
Strategic Family Wealth Counselors
New Jersey
$796K +$2.95K +61 +0.4%
SAM
155
Summit Asset Management
Tennessee
$794K
HIS
156
Harvest Investment Services
Illinois
$794K +$25.2K +520 +3%
FIM
157
Freedom Investment Management
Connecticut
$780K -$39.1K -808 -5%
DWM
158
Dakota Wealth Management
Florida
$752K -$11.5K -238 -2%
William Blair & Company
159
William Blair & Company
Illinois
$738K +$104K +2,156 +17%
AW
160
ACG Wealth
Georgia
$734K +$193K +3,975 +36%
BPWA
161
Beacon Pointe Wealth Advisors
California
$728K -$126K -2,600 -15%
AWM
162
AE Wealth Management
Kansas
$701K +$86.6K +1,787 +14%
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
$698K -$145K -2,985 -17%
VCA
164
Verdence Capital Advisors
Maryland
$669K +$252K +5,206 +62%
HB
165
Homrich & Berg
Georgia
$664K +$13.5K +279 +2%
UCFA
166
United Capital Financial Advisors
Texas
$652K -$295K -6,084 -31%
CFG
167
Cooper Financial Group
California
$643K +$27K +557 +4%
VFPI
168
Vantage Financial Partners (Illinois)
Illinois
$624K +$414K +8,550 +205%
IFWM
169
Institute for Wealth Management
Colorado
$622K -$19.1K -394 -3%
FFA
170
First Foundation Advisors
California
$610K
KWA
171
KCS Wealth Advisory
California
$582K -$1.17M -24,195 -67%
SG
172
StoneX Group
New York
$578K +$49.2K +1,016 +9%
AFG
173
Albion Financial Group
Utah
$565K -$56K -1,157 -9%
JCM
174
Jacobi Capital Management
Pennsylvania
$521K +$124K +2,564 +32%
FHA
175
Flagship Harbor Advisors
Massachusetts
$509K -$5.91K -122 -1%