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State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Executive Wealth Management
Michigan
$469K -$9.69M -245,602 -95%
CPIA
202
Cornell Pochily Investment Advisors
New York
$461K -$4.85K -123 -1%
WWA
203
WCG Wealth Advisors
Nevada
$450K +$447K +11,327 New
CPIG
204
Chicago Partners Investment Group
Illinois
$446K -$10.3K -262 -2%
VCA
205
Verdence Capital Advisors
Maryland
$433K +$5.01K +127 +1%
BCA
206
Bay Colony Advisors
Massachusetts
$432K +$5.01K +127 +1%
ACP
207
Aveo Capital Partners
Colorado
$430K -$24.8K -629 -5%
HFAS
208
Hummer Financial Advisory Services
Illinois
$425K
NAM
209
NTV Asset Management
West Virginia
$407K
PCG
210
Prosperity Consulting Group
Maryland
$406K -$93K -2,357 -19%
CCB
211
Country Club Bank
Missouri
$393K -$1.1K -28 -0.3%
PTC
212
Private Trust Company
Ohio
$389K
VCP
213
Verus Capital Partners
Arizona
$389K -$44.7K -1,134 -10%
Creative Planning
214
Creative Planning
Kansas
$387K -$112K -2,850 -23%
BZWA
215
Blue Zone Wealth Advisors
California
$387K -$211K -5,358 -35%
Citigroup
216
Citigroup
New York
$386K +$73.7K +1,868 +24%
PI
217
PFG Investments
New York
$381K -$193K -4,905 -34%
CGFA
218
Colton Groome Financial Advisors
North Carolina
$377K -$198K -5,028 -35%
FSG
219
Financial Strategies Group
Michigan
$370K -$14.4K -365 -4%
SC
220
Savant Capital
Illinois
$369K -$24.7K -625 -6%
VCM
221
Virtue Capital Management
Tennessee
$366K +$360K +9,125 New
FPCG
222
Forum Private Client Group
Indiana
$359K -$143K -3,625 -29%
SFM
223
Signet Financial Management
New Jersey
$351K +$14.4K +364 +4%
NEPPG
224
New England Professional Planning Group
Rhode Island
$344K -$2.23M -56,583 -87%
WAM
225
WNY Asset Management
New York
$329K +$15.9K +402 +5%