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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QP
301
Quartz Partners
New York
$654K +$66K +1,599 +11%
2WWM
302
21 West Wealth Management
California
$653K +$35.1K +850 +6%
GWM
303
Geneos Wealth Management
Colorado
$652K -$60.7K -1,471 -9%
CIS
304
Custom Index Systems
New York
$652K
MWA
305
Medallion Wealth Advisors
Connecticut
$652K -$14.4K -350 -2%
Invesco
306
Invesco
Georgia
$630K -$26.5K -641 -4%
PWA
307
Primoris Wealth Advisors
Florida
$622K +$60.6K +1,469 +11%
DWM
308
Diversify Wealth Management
Utah
$616K +$215K +5,215 +54%
MC
309
Moors & Cabot
Massachusetts
$615K
JWCA
310
J.W. Cole Advisors
Florida
$614K -$73.7K -1,785 -10%
GSIAS
311
Garden State Investment Advisory Services
New Jersey
$613K +$105K +2,555 +21%
VCP
312
Verus Capital Partners
Arizona
$611K -$1.43M -34,754 -70%
BAM
313
BTS Asset Management
Massachusetts
$603K +$603K +14,613 New
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$603K -$16.6K -403 -3%
AFP
315
Ausdal Financial Partners
Iowa
$593K +$51K +1,235 +9%
SIC
316
Samalin Investment Counsel
New York
$589K +$19.2K +465 +3%
CA
317
Continuum Advisory
Idaho
$586K +$249K +6,037 +74%
FPWM
318
FSB Premier Wealth Management
Iowa
$583K +$8.34K +202 +1%
WWA
319
WCG Wealth Advisors
Nevada
$577K +$577K +13,970 New
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$570K +$372K +9,014 +187%
MHFA
321
Mission Hills Financial Advisory
California
$562K +$563K +13,626 New
IEFM
322
IQ EQ Fund Management
Ireland
$556K +$126K +3,063 +29%
NAM
323
NTV Asset Management
West Virginia
$553K -$132K -3,200 -19%
AAG
324
Armstrong Advisory Group
Massachusetts
$552K +$29.7K +720 +6%
AWA
325
Arete Wealth Advisors
Illinois
$547K -$24.2K -586 -4%