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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
301
J.W. Cole Advisors
Florida
$669K +$14.2K +339 +2%
SSA
302
Schonfeld Strategic Advisors
New York
$667K +$403K +9,631 +152%
LEA
303
Legacy Edge Advisors
New York
$667K -$37.4K -895 -5%
AWM
304
AE Wealth Management
Kansas
$643K +$95.6K +2,286 +17%
PCA
305
Peddock Capital Advisors
Massachusetts
$642K +$31.1K +743 +5%
LWL
306
Leo Wealth LLC
Texas
$631K -$1.92K -46 -0.3%
GWM
307
Greenwich Wealth Management
Connecticut
$628K +$2.09K +50 +0.3%
CAAS
308
Capital Asset Advisory Services
Michigan
$620K -$24.8K -594 -4%
SFP
309
Shepherd Financial Partners
Massachusetts
$615K -$17.6K -421 -3%
KWA
310
Kingswood Wealth Advisors
California
$612K -$102K -2,433 -14%
FA
311
FDx Advisors
Illinois
$611K +$613K +14,653 New
DA
312
Dover Advisors
Virginia
$609K +$611K +14,600 New
AF
313
Allworth Financial
California
$609K +$356K +8,503 +141%
PWA
314
Primoris Wealth Advisors
Florida
$605K +$12.8K +305 +2%
CA
315
Cornerstone Advisory
Maryland
$604K +$379K +9,064 +167%
Allspring Global Investments
316
Allspring Global Investments
North Carolina
$597K
RA
317
RFG Advisory
Alabama
$594K -$74.3K -1,775 -11%
BSTWA
318
Blake Schutter Theil Wealth Advisors
Ohio
$589K +$1.42K +34 +0.2%
WWMSC
319
Wagner Wealth Management (South Carolina)
South Carolina
$587K +$15.6K +373 +3%
DWM
320
Diversify Wealth Management
Utah
$565K +$272K +6,506 +93%
KCM
321
Kennicott Capital Management
California
$561K +$61.2K +1,463 +12%
IPA
322
Investment Planning Advisors
Georgia
$559K +$20.7K +495 +4%
DWM
323
Dakota Wealth Management
Florida
$557K -$71.3K -1,705 -11%
EM
324
ELCO Management
New York
$553K +$2.09K +50 +0.4%
HI
325
Harbour Investments
Wisconsin
$549K -$54.8K -1,311 -9%