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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
226
GeoWealth Management
Illinois
$1.39M +$288K +6,913 +26%
CC
227
Courier Capital
New York
$1.37M
GC
228
Grimes & Company
Massachusetts
$1.36M +$7.87K +189 +0.6%
FA
229
Faithward Advisors
Pennsylvania
$1.34M -$34K -818 -2%
CCFM
230
Clear Creek Financial Management
Washington
$1.34M +$444K +10,668 +50%
AWM
231
Axxcess Wealth Management
California
$1.32M -$330K -7,918 -20%
JIP
232
Jaffetilchin Investment Partners
Florida
$1.31M +$14.2K +341 +1%
PCM
233
Parsons Capital Management
Rhode Island
$1.28M -$88K -2,115 -6%
UFA
234
US Financial Advisors
Massachusetts
$1.28M +$8.78K +211 +0.7%
OC
235
Oppenheimer & Co
New York
$1.25M -$185K -4,457 -13%
GL
236
Graypoint LLC
New York
$1.23M +$64.3K +1,546 +6%
CAS
237
Coppell Advisory Solutions
Texas
$1.2M +$143K +3,441 +14%
LWMI
238
Landmark Wealth Management (Illinois)
Illinois
$1.19M +$84.1K +2,021 +8%
PS
239
Principal Securities
Iowa
$1.19M +$152K +3,653 +15%
NGA
240
Naples Global Advisors
Florida
$1.17M -$46.8K -1,125 -4%
HWMC
241
Heritage Wealth Management (California)
California
$1.17M +$10.2K +246 +0.9%
NAM
242
NTV Asset Management
West Virginia
$1.16M -$1.67K -40 -0.1%
IAS
243
Insigneo Advisory Services
Florida
$1.16M +$92.1K +2,212 +9%
FIM
244
Freedom Investment Management
Connecticut
$1.15M -$75.2K -1,806 -6%
DWM
245
Darwin Wealth Management
Florida
$1.15M -$8.29M -199,273 -88%
KWM
246
Kingsview Wealth Management
Oregon
$1.14M -$97.5K -2,344 -8%
FA
247
Flagstar Advisors
New York
$1.13M +$23.1K +556 +2%
PAIA
248
Park Avenue Institutional Advisers
New York
$1.1M -$5.9M -141,670 -84%
AG
249
AlTi Global
New York
$1.08M
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$1.07M -$26.1K -626 -2%