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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
326
Patriot Investment Management Group
Tennessee
$608K – – –
PJSIMP
327
P.J. Schmidt Investment Management (PJS)
Wisconsin
$607K -$241K -5,704 -28%
KWM
328
Kingsview Wealth Management
Oregon
$599K -$327K -7,716 -35%
PA
329
Pinnacle Associates
New York
$596K -$1.7M -40,105 -73%
VCP
330
Verus Capital Partners
Arizona
$596K +$432K +10,210 +233%
RIA
331
Realta Investment Advisors
Delaware
$578K -$34K -803 -5%
ST
332
Spinnaker Trust
Maine
$572K -$9.76M -230,428 -94%
SCI
333
Stableford Capital II
Arizona
$571K -$20.3M -479,286 -97%
FCG
334
Financial Connections Group
California
$568K -$17.4K -411 -3%
MFG
335
MidWestOne Financial Group
Iowa
$555K +$18.3K +432 +3%
SWA
336
Stratos Wealth Advisors
Ohio
$555K +$179K +4,234 +45%
LA
337
Latitude Advisors
Florida
$528K +$1.06K +25 +0.2%
HIC
338
Hartline Investment Corp
Illinois
$528K +$547K +12,931 New
G
339
GenTrust
Florida
$522K -$17.2M -407,323 -97%
FCCM
340
First City Capital Management
Georgia
$518K +$295K +6,975 +122%
GC
341
Grimes & Company
Massachusetts
$516K -$12.4K -293 -2%
PFO
342
Pathstone Family Office
New Jersey
$506K +$526K +12,414 New
NRI
343
NFP Retirement Inc
California
$500K -$169 -4 -0%
FTUS
344
Flow Traders U.S.
New York
$498K -$39.7K -937 -7%
BFC
345
Blue Fin Capital
Rhode Island
$493K – – –
ACM
346
Ascendant Capital Management
California
$490K -$529K -12,500 -51%
CAG
347
Csenge Advisory Group
Florida
$489K +$189K +4,454 +59%
MPM
348
Meritage Portfolio Management
Kansas
$488K +$3.43K +81 +0.7%
WIP
349
WealthCare Investment Partners
Rhode Island
$488K +$194K +4,571 +62%
WW
350
Westshore Wealth
California
$484K -$227K -5,354 -31%
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