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State Street Blackstone High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
76
Optivise Advisory Services
Tennessee
$223K +$222K +7,788 New
IWM
77
IHT Wealth Management
Illinois
$222K +$221K +7,755 New
IAS
78
Insigneo Advisory Services
Florida
$209K -$13.2K -464 -6%
ACG
79
Allen Capital Group
Nebraska
$209K +$208K +7,303 New
WWA
80
Wealth Watch Advisors
Colorado
$207K -$9.56K -335 -4%
FG
81
Fairman Group
Pennsylvania
$151K
Jones Financial Companies
82
Jones Financial Companies
Missouri
$119K +$119K +4,165 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$119K +$119K +4,162 New
AAS
84
Ameritas Advisory Services
Nebraska
$105K +$105K +3,677 New
ACA
85
Aptus Capital Advisors
Alabama
$95.3K +$571 +20 +0.6%
CT
86
Clearstead Trust
Maine
$92.2K -$98.3K -3,445 -52%
SPIA
87
Steward Partners Investment Advisory
New York
$50K +$49.8K +1,746 New
AWM
88
AE Wealth Management
Kansas
$37.4K -$10.1K -353 -21%
SS
89
SBI Securities
Japan
$18.9K -$1.71K -60 -8%
LFG
90
Larson Financial Group
Missouri
$14.3K
NFSG
91
Newbridge Financial Services Group
Florida
$10.7K -$80.6K -2,825 -88%
PTC
92
Private Trust Company
Ohio
$5.33K +$5.31K +186 New
GWSG
93
GPS Wealth Strategies Group
Colorado
$2.73K +$457 +16 +20%
SAS
94
Spurstone Advisory Services
Connecticut
$114
KWA
95
Kingswood Wealth Advisors
California
-$457K -16,000 Closed
BCM
96
BTC Capital Management
Iowa
-$286K -10,000 Closed
LC
97
Luminist Capital
Michigan
-$313 -11 Closed