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State Street DoubleLine Total Return Tactical ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
WNY Asset Management
New York
$545K +$199K +4,873 +59%
WA
202
Waterford Advisors
New York
$540K
LFAS
203
Level Four Advisory Services
Texas
$538K -$26.2K -643 -5%
NFA
204
Northwest Financial Advisors
Virginia
$536K +$528K +12,942 New
EWA
205
EverSource Wealth Advisors
Alabama
$532K +$41 +1 +0%
LNWWM
206
Laird Norton Wetherby Wealth Management
California
$529K
CPIG
207
Chicago Partners Investment Group
Illinois
$529K +$84.7K +2,077 +19%
DW30
208
Drucker Wealth 3.0
New Jersey
$522K -$2.37K -58 -0.5%
FFA
209
First Foundation Advisors
California
$515K
MSCM
210
McElhenny Sheffield Capital Management
Texas
$511K -$36.5K -894 -7%
SPL
211
Smart Portfolios LLC
Washington
$494K -$13.8K -339 -3%
AIFAIM
212
American Institute for Advanced Investment Management
Arizona
$492K +$199K +4,879 +70%
EWM
213
Executive Wealth Management
Michigan
$492K +$2.98K +73 +0.6%
BCA
214
Bay Colony Advisors
Massachusetts
$482K +$30.8K +755 +7%
VCM
215
Virtue Capital Management
Tennessee
$481K +$101K +2,483 +27%
CPIA
216
Cornell Pochily Investment Advisors
New York
$479K -$1.51K -37 -0.3%
Citigroup
217
Citigroup
New York
$459K +$55.5K +1,360 +14%
PTC
218
Private Trust Company
Ohio
$459K +$52.6K +1,288 +13%
VCA
219
Verdence Capital Advisors
Maryland
$456K +$5.18K +127 +1%
BZWA
220
Blue Zone Wealth Advisors
California
$443K +$39.5K +968 +10%
HFAS
221
Hummer Financial Advisory Services
Illinois
$443K
PA
222
PFG Advisors
Arizona
$436K +$99.7K +2,443 +30%
PFG
223
Pinnacle Financial Group
Illinois
$435K +$429K +10,502 New
CGFA
224
Colton Groome Financial Advisors
North Carolina
$426K +$32.7K +802 +8%
NAM
225
NTV Asset Management
West Virginia
$424K