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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
251
True Wealth Design
Ohio
$1.1M +$165K +3,933 +18%
CCFM
252
Clear Creek Financial Management
Washington
$1.09M +$711K +16,959 +189%
BCM
253
BluePath Capital Management
Georgia
$1.08M -$136K -3,245 -11%
HWMC
254
Heritage Wealth Management (California)
California
$1.07M +$64.8K +1,547 +7%
AAS
255
Avantax Advisory Services
Texas
$1.06M -$205K -4,902 -16%
BEI
256
Benjamin Edwards Inc
Missouri
$1.06M -$10.9K -259 -1%
CC
257
Centiva Capital
New York
$1.05M +$1.05M +25,000 New
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$1.05M +$1.05M +25,021 New
Comerica Bank
259
Comerica Bank
Texas
$1.03M -$287K -6,848 -22%
VIM
260
Vista Investment Management
Pennsylvania
$1.02M -$73K -1,741 -7%
SWP
261
Significant Wealth Partners
Illinois
$1.02M +$482K +11,503 +90%
AG
262
AlTi Global
New York
$1.01M +$290K +6,924 +40%
RFS
263
Richardson Financial Services
Massachusetts
$999K +$125K +2,973 +14%
PIWA
264
Prevail Innovative Wealth Advisors
Kansas
$972K +$236K +5,628 +32%
TFA
265
Transamerica Financial Advisors
Florida
$969K -$12.3K -294 -1%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$965K +$125K +2,987 +15%
KAS
267
Kestra Advisory Services
Texas
$951K +$198K +4,731 +27%
CASC
268
Coppell Advisory Solutions Corp
Texas
$922K +$918K +21,902 New
RCM
269
Raleigh Capital Management
North Carolina
$922K +$226K +5,384 +33%
CFS
270
Commonwealth Financial Services
West Virginia
$921K
NA
271
Nottingham Advisors
New York
$894K +$15.3K +366 +1%
RFN
272
RDA Financial Network
Iowa
$892K -$73.8K -1,760 -8%
Pathstone Holdings
273
Pathstone Holdings
New Jersey
$880K +$876K +20,902 New
IWM
274
IHT Wealth Management
Illinois
$838K +$42.4K +1,011 +5%
SFS
275
Sowell Financial Services
Arkansas
$824K +$2.47K +59 +0.3%