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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
301
Armstrong Advisory Group
Massachusetts
$666K +$670K +16,286 New
ACP
302
Aveo Capital Partners
Colorado
$664K +$12.5K +304 +2%
APW
303
Austin Private Wealth
Texas
$659K +$441K +10,715 +199%
PWA
304
Primoris Wealth Advisors
Florida
$651K -$252K -6,121 -28%
PCA
305
Peddock Capital Advisors
Massachusetts
$630K -$77.4K -1,880 -11%
LWM
306
LJI Wealth Management
Indiana
$629K +$633K +15,385 New
PIMG
307
Patriot Investment Management Group
Tennessee
$627K – – –
AG
308
Ascent Group
Virginia
$622K +$7.25K +176 +1%
AFP
309
Ausdal Financial Partners
Iowa
$622K -$401K -9,738 -39%
KAS
310
Kestra Advisory Services
Texas
$599K -$1.73M -42,125 -74%
APA
311
Astoria Portfolio Advisors
New York
$597K -$1.65M -40,142 -74%
WFA
312
Wells Financial Advisors
Massachusetts
$594K -$1.35M -32,843 -69%
CA
313
Cornerstone Advisory
Maryland
$592K -$134K -3,264 -18%
MPW
314
MGO Private Wealth
California
$590K +$184K +4,475 +45%
QFA
315
Quattro Financial Advisors
Texas
$577K -$141K -3,435 -20%
SWA
316
Sightline Wealth Advisors
Connecticut
$575K -$735K -17,852 -56%
RIA
317
Realta Investment Advisors
Delaware
$572K -$6.17K -150 -1%
WIP
318
WealthCare Investment Partners
Rhode Island
$572K +$83.8K +2,036 +17%
BAM
319
Belpointe Asset Management
Nevada
$567K -$2.28M -55,313 -80%
SI
320
Saxon Interests
Texas
$566K +$179K +4,338 +47%
CAN
321
Claraphi Advisory Network
United States
$566K +$570K +13,836 New
FHA
322
Flagship Harbor Advisors
Massachusetts
$565K +$284K +6,907 +100%
BAM
323
BOS Asset Management
Illinois
$563K +$566K +13,755 New
BAM
324
BTS Asset Management
Massachusetts
$558K -$378K -9,176 -41%
TPA
325
Trivium Point Advisory
Connecticut
$555K +$549K +13,343 New
11 12
13
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