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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
301
Shepherd Financial Partners
Massachusetts
$480K -$14.9K -366 -3%
DAS
302
Dynamic Advisor Solutions
Arizona
$473K -$253K -6,235 -35%
FGA
303
Fortis Group Advisors
New Jersey
$473K -$8.57K -211 -2%
AAG
304
Armstrong Advisory Group
Massachusetts
$470K -$67.8K -1,670 -12%
RFM
305
Royal Fund Management
Florida
$468K +$25.4K +625 +6%
LFG
306
Lockerman Financial Group
California
$465K +$71.3K +1,756 +18%
RWM
307
Refined Wealth Management
Utah
$456K -$8.47M -208,556 -95%
BWP
308
Balboa Wealth Partners
Arizona
$454K +$9.46K +233 +2%
Jane Street
309
Jane Street
New York
$449K -$54.3M -1,338,502 -99%
GIM
310
GE Investment Management
Connecticut
$443K
AWA
311
Aletheian Wealth Advisors
Washington
$442K +$447K +11,004 New
BOM
312
Bank of Marin
California
$435K +$55.1K +1,357 +14%
MAM
313
Milestone Asset Management
Pennsylvania
$426K +$106K +2,610 +33%
PI
314
PFG Investments
New York
$426K -$24.1K -593 -5%
CBU
315
CIBC Bancorp USA
Illinois
$425K +$430K +10,589 New
WIA
316
World Investment Advisors
California
$421K -$324K -7,980 -43%
MHFA
317
Mission Hills Financial Advisory
California
$407K -$142K -3,498 -26%
SIC
318
Samalin Investment Counsel
New York
$404K -$170K -4,187 -29%
IPA
319
Investment Planning Advisors
Georgia
$396K +$24.4K +601 +6%
AFG
320
Atomi Financial Group
New York
$393K +$135K +3,328 +51%
SWM
321
Sandro Wealth Management
New Jersey
$388K +$3.65K +90 +0.9%
HA
322
Huntleigh Advisors
Missouri
$383K +$7.51K +185 +2%
CWGL
323
Cedrus Wealth Group LLC
Minnesota
$379K +$13.9K +343 +4%
MSFS
324
Main Street Financial Solutions
Pennsylvania
$375K
AWM
325
Accel Wealth Management
Iowa
$373K +$3.25K +80 +0.9%