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State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
176
American Institute for Advanced Investment Management
Arizona
$904K +$161K +4,012 +21%
BWM
177
BCS Wealth Management
Tennessee
$847K -$700K -17,416 -45%
FHA
178
Flagship Harbor Advisors
Massachusetts
$846K +$45.1K +1,122 +6%
AW
179
Alaethes Wealth
Nevada
$803K +$283K +7,028 +53%
AWM
180
Aprio Wealth Management
Georgia
$796K +$806K +20,040 New
PA
181
PFG Advisors
Arizona
$783K +$93.2K +2,319 +13%
CHJWM
182
Carlton Hofferkamp & Jenks Wealth Management
Texas
$772K +$7.16K +178 +0.9%
PTC
183
Private Trust Company
Ohio
$772K -$2.73K -68 -0.3%
FTUS
184
Flow Traders U.S.
New York
$760K +$769K +19,133 New
S
185
Sachetta
Massachusetts
$742K -$67.7K -1,683 -8%
AWA
186
Arkadios Wealth Advisors
Georgia
$722K +$15K +373 +2%
TC
187
Trilogy Capital
California
$720K +$161 +4 +0%
CIBC World Market
188
CIBC World Market
Ontario, Canada
$704K -$1.97K -49 -0.3%
JHCP
189
Jackson Hole Capital Partners
Oklahoma
$703K – – –
SF
190
Summit Financial
New Jersey
$676K +$327K +8,144 +92%
Creative Planning
191
Creative Planning
Kansas
$661K -$54K -1,342 -7%
UIM
192
Unified Investment Management
Georgia
$656K +$27.1K +674 +4%
DCM
193
Dudley Capital Management
Virginia
$646K – – –
BI
194
Beckerman Institutional
New Jersey
$645K -$8.69K -216 -1%
WWM
195
WJ Wealth Management
Arizona
$632K +$229K +5,699 +56%
WWM
196
Western Wealth Management
Colorado
$630K -$48.2K -1,198 -7%
SIA
197
Strategic Investment Advisors
Michigan
$624K +$409K +10,177 +184%
IWN
198
Independent Wealth Network
Iowa
$622K +$629K +15,654 New
VCA
199
Verdence Capital Advisors
Maryland
$612K +$151K +3,760 +32%
MFS
200
McNamara Financial Services
Massachusetts
$608K +$72.5K +1,802 +13%