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
FFS
201
Founders Financial Securities
Maryland
$599K +$9.88K +246 +2%
WP
202
Westmount Partners
California
$597K -$431K -10,741 -41%
BI
203
Beckerman Institutional
New Jersey
$597K -$61.5K -1,530 -9%
WWM
204
Western Wealth Management
Colorado
$592K +$31.1K +775 +5%
FAIM
205
Financial Advocates Investment Management
Washington
$592K -$51.2K -1,274 -8%
Creative Planning
206
Creative Planning
Kansas
$588K +$600K +14,933 New
CWM
207
Collaborative Wealth Management
Florida
$565K -$188K -4,690 -25%
TC
208
Trilogy Capital
California
$562K +$28.7K +714 +5%
AIFAIM
209
American Institute for Advanced Investment Management
Arizona
$556K +$89.8K +2,235 +19%
PTC
210
Private Trust Company
Ohio
$553K +$119K +2,960 +27%
GIP
211
Greatmark Investment Partners
Georgia
$552K +$563K +14,025 New
BCA
212
Bay Colony Advisors
Massachusetts
$533K +$76.4K +1,902 +16%
WJWM
213
Williams Jones Wealth Management
New York
$527K
NFA
214
Northwest Financial Advisors
Virginia
$513K +$2.93K +73 +0.6%
EWA
215
EverSource Wealth Advisors
Alabama
$506K +$80 +2 +0%
EWA
216
Exencial Wealth Advisors
Oklahoma
$506K -$98K -2,441 -16%
LFAS
217
Level Four Advisory Services
Texas
$504K -$22.9K -571 -4%
LNWWM
218
Laird Norton Wetherby Wealth Management
California
$504K
FFA
219
First Foundation Advisors
California
$490K
RFS
220
Richardson Financial Services
Massachusetts
$480K -$135K -3,358 -22%
SIA
221
Strategic Investment Advisors
Michigan
$478K -$277K -6,888 -36%
AQR Capital Management
222
AQR Capital Management
Connecticut
$474K +$484K +12,042 New
CPIA
223
Cornell Pochily Investment Advisors
New York
$458K +$2.97K +74 +0.6%
VNA
224
Valley National Advisers
Pennsylvania
$452K -$151K -3,752 -25%
PA
225
PFG Advisors
Arizona
$449K +$34.9K +869 +8%