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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
BTS Asset Management
Massachusetts
$540K -$83 -2 -0%
WIP
302
WealthCare Investment Partners
Rhode Island
$535K -$44.7K -1,075 -8%
OWA
303
Opal Wealth Advisors
New York
$532K +$8.36K +201 +2%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$528K +$21.3K +511 +4%
AWM
305
Axxcess Wealth Management
California
$526K -$508K -12,214 -49%
TI
306
Trexquant Investment
Connecticut
$518K +$520K +12,505 New
RA
307
RFG Advisory
Alabama
$513K +$6.7K +161 +1%
CAS
308
Coppell Advisory Solutions
Texas
$513K +$19.7K +473 +4%
CASC
309
Coppell Advisory Solutions Corp
Texas
$513K +$19.7K +473 +4%
HIM
310
Hillsdale Investment Management
Ontario, Canada
$508K
SOS
311
Silver Oak Securities
Tennessee
$507K +$43.5K +1,046 +9%
FCCM
312
First City Capital Management
Georgia
$506K -$20.8K -500 -4%
GL
313
Graypoint LLC
New York
$503K +$167K +4,011 +49%
BFC
314
Blue Fin Capital
Rhode Island
$493K
DBIA
315
Dumont & Blake Investment Advisors
New Jersey
$489K +$5.83K +140 +1%
SFG
316
Summit Financial Group
West Virginia
$489K -$529K -12,710 -52%
Verition Fund Management
317
Verition Fund Management
Connecticut
$480K +$482K +11,584 New
EWM
318
Endowment Wealth Management
Wisconsin
$478K -$2.37K -57 -0.5%
BLC
319
Brown, Lisle/Cummings
Rhode Island
$476K
Corient Private Wealth
320
Corient Private Wealth
Florida
$467K +$469K +11,268 New
QFA
321
Quattro Financial Advisors
Texas
$463K -$122K -2,926 -21%
CCM
322
Community Capital Management
Florida
$456K
FHC
323
First Heartland Consultants
Missouri
$456K -$582 -14 -0.1%
CAAS
324
Capital Asset Advisory Services
Michigan
$454K +$455K +10,943 New
EA
325
Eudaimonia Advisors
Tennessee
$446K +$448K +10,766 New