We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Stratos Wealth Advisors
Ohio
$791K -$74.2K -1,515 -9%
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$786K +$2.25K +46 +0.3%
SG
178
StoneX Group
New York
$780K +$70.4K +1,437 +10%
William Blair & Company
179
William Blair & Company
Illinois
$758K
FIM
180
Freedom Investment Management
Connecticut
$754K -$7.79K -159 -1%
DWM
181
Dakota Wealth Management
Florida
$751K +$147 +3 +0%
CAN
182
Cetera Advisor Networks
California
$743K -$473K -9,648 -39%
PA
183
Procyon Advisors
Connecticut
$741K +$741K +15,126 New
AWM
184
AE Wealth Management
Kansas
$727K +$266K +5,425 +58%
SIC
185
Samalin Investment Counsel
New York
$717K +$717K +14,637 New
MWA
186
Moser Wealth Advisors
Washington
$710K +$710K +14,491 New
IAA
187
Independent Advisor Alliance
North Carolina
$678K +$678K +13,835 New
GFPC
188
Global Financial Private Client
Florida
$666K +$666K +13,598 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$664K
VCA
190
Verdence Capital Advisors
Maryland
$663K -$9.85K -201 -1%
EH
191
Equitable Holdings
New York
$650K +$650K +13,265 New
IWM
192
IHT Wealth Management
Illinois
$635K -$38.9K -793 -6%
Kovitz Investment Group Partners
193
Kovitz Investment Group Partners
Illinois
$623K -$56.4K -1,150 -8%
IFG
194
Investors Financial Group
Minnesota
$611K +$612K +12,482 New
HPC
195
Hobart Private Capital
North Carolina
$595K -$46.9K -958 -7%
KWA
196
KCS Wealth Advisory
California
$583K +$1.72K +35 +0.3%
IWC
197
Integrated Wealth Concepts
Massachusetts
$581K -$22.7K -463 -4%
BPWA
198
Beacon Pointe Wealth Advisors
California
$580K -$610K -12,458 -51%
AFG
199
Albion Financial Group
Utah
$555K -$66K -1,346 -11%
HB
200
Homrich & Berg
Georgia
$526K -$88.6K -1,809 -14%