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State Street Blackstone High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$273K +$28K +1,000 +11%
IWM
77
IHT Wealth Management
Illinois
$264K +$264K +9,431 New
VA
78
VestGen Advisors
Illinois
$261K -$13.2K -470 -5%
AWM
79
Accurate Wealth Management
Florida
$248K +$249K +8,904 New
NL
80
NWAM LLC
Washington
$225K +$14.4K +514 +7%
ASN
81
Advisory Services Network
Georgia
$221K
GVAG
82
Great Valley Advisor Group
Delaware
$211K +$212K +7,557 New
PFA
83
Pinnacle Family Advisors
Missouri
$207K +$207K +7,389 New
IA
84
IFP Advisors
Florida
$193K +$193K +6,895 New
Jones Financial Companies
85
Jones Financial Companies
Missouri
$188K +$25.3K +904 +15%
FG
86
Fairman Group
Pennsylvania
$150K +$11.5K +410 +8%
PTC
87
Private Trust Company
Ohio
$112K -$14K -500 -11%
IWC
88
Integrated Wealth Concepts
Massachusetts
$39.8K +$39.9K +1,425 New
CT
89
Clearstead Trust
Maine
$38.4K
AWM
90
AE Wealth Management
Kansas
$35.9K +$448 +16 +1%
GRP
91
Global Retirement Partners
California
$30.3K +$30.3K +1,082 New
SPIA
92
Steward Partners Investment Advisory
New York
$29.4K -$1.82K -65 -6%
LFG
93
Larson Financial Group
Missouri
$14K
SS
94
SBI Securities
Japan
$6.23K +$1.79K +64 +40%
HI
95
Hoey Investments
Pennsylvania
$2.94K +$2.94K +105 New
SAS
96
Spurstone Advisory Services
Connecticut
$111
MCA
97
McGuire Capital Advisors
Oklahoma
$56
IAA
98
Independent Advisor Alliance
North Carolina
-$1.4M -50,112 Closed
SCM
99
Saxony Capital Management
Missouri
-$662K -23,795 Closed
EIA
100
Eldridge Investment Advisors
New Hampshire
-$419K -15,053 Closed