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State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Stratos Wealth Advisors
Ohio
$869K -$3.05K -62 -0.3%
OIA
152
OneDigital Investment Advisors
Kansas
$865K -$121K -2,468 -12%
HIS
153
Harvest Investment Services
Illinois
$858K +$62.3K +1,268 +8%
AFM
154
Abbot Financial Management
Massachusetts
$848K +$403K +8,203 +91%
SFP
155
Shepherd Financial Partners
Massachusetts
$823K -$4.23K -86 -0.5%
VNA
156
Valley National Advisers
Pennsylvania
$815K +$635K +12,912 +354%
CFG
157
Cooper Financial Group
California
$811K +$165K +3,356 +26%
FIM
158
Fernwood Investment Management
Massachusetts
$804K -$17.9K -365 -2%
SAM
159
Summit Asset Management
Tennessee
$797K
SFWC
160
Strategic Family Wealth Counselors
New Jersey
$787K -$10.9K -222 -1%
CWS
161
Cypress Wealth Services
California
$781K -$105K -2,139 -12%
FIM
162
Freedom Investment Management
Connecticut
$765K -$17.1K -347 -2%
William Blair & Company
163
William Blair & Company
Illinois
$762K +$21.1K +430 +3%
DWM
164
Dakota Wealth Management
Florida
$754K +$49 +1 +0%
HFP
165
Holistic Financial Partners
Indiana
$749K -$2.27M -46,209 -75%
SG
166
StoneX Group
New York
$713K +$133K +2,715 +23%
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
$682K -$18.4K -375 -3%
IWM
168
IHT Wealth Management
Illinois
$677K +$676K +13,750 New
VCA
169
Verdence Capital Advisors
Maryland
$676K +$5.36K +109 +0.8%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$668K +$417K +8,490 +167%
FFA
171
First Foundation Advisors
California
$656K +$44.2K +900 +7%
HPC
172
Hobart Private Capital
North Carolina
$645K +$417K +8,482 +184%
IA
173
IFP Advisors
Florida
$634K +$629K +12,803 New
UCFA
174
United Capital Financial Advisors
Texas
$632K -$22K -448 -3%
AFG
175
Albion Financial Group
Utah
$624K +$56.9K +1,158 +10%