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
MWM
201
Maltin Wealth Management
New Jersey
$582K +$225K +4,579 +61%
IFG
202
Investors Financial Group
Minnesota
$572K -$27.7K -564 -5%
KWA
203
KCS Wealth Advisory
California
$572K +$589 +12 +0.1%
IWM
204
IHT Wealth Management
Illinois
$561K -$61.5K -1,253 -10%
HPC
205
Hobart Private Capital
North Carolina
$537K -$46K -938 -8%
AWM
206
AE Wealth Management
Kansas
$537K -$179K -3,638 -25%
AFG
207
Albion Financial Group
Utah
$537K -$6.43K -131 -1%
CAN
208
Cetera Advisor Networks
California
$526K -$202K -4,111 -27%
HFAS
209
Hummer Financial Advisory Services
Illinois
$513K
AL
210
Aspiriant LLC
California
$505K -$767K -15,624 -60%
EFS
211
Essex Financial Services
Connecticut
$495K +$226K +4,598 +80%
ACM
212
Avalon Capital Management
California
$494K +$506K +10,300 New
KeyBank National Association
213
KeyBank National Association
Ohio
$480K
HB
214
Homrich & Berg
Georgia
$476K -$40.2K -820 -8%
BPA
215
Beacon Pointe Advisors
California
$475K +$485K +9,873 New
IWC
216
Integrated Wealth Concepts
Massachusetts
$468K -$103K -2,095 -18%
PFA
217
Pettinga Financial Advisors
Indiana
$468K +$479K +9,750 New
FHA
218
Flagship Harbor Advisors
Massachusetts
$461K -$30.7K -625 -6%
PCIA
219
Prime Capital Investment Advisors
Kansas
$461K +$472K +9,614 New
PP
220
PagnatoKarp Partners
Virginia
$455K +$12.1K +246 +3%
WWM
221
Western Wealth Management
Colorado
$452K +$236K +4,812 +106%
HFS
222
Howard Financial Services
Texas
$433K -$48.3K -983 -10%
Lido Advisors
223
Lido Advisors
California
$419K +$32.7K +666 +8%
IFWM
224
Institute for Wealth Management
Colorado
$403K -$17.4K -355 -4%
DC
225
Davenport & Co
Virginia
$402K -$3.02M -61,486 -88%