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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPWA
326
International Private Wealth Advisors
California
$468K +$464K +11,151 New
OCM
327
One Capital Management
California
$466K +$29.4K +705 +7%
LWM
328
LJI Wealth Management
Indiana
$457K +$3.12K +75 +0.7%
GJWM
329
Gilliland Jeter Wealth Management
Arkansas
$451K +$448K +10,748 New
FPWM
330
FSB Premier Wealth Management
Iowa
$447K +$24.5K +588 +6%
APW
331
Austin Private Wealth
Texas
$442K -$154K -3,692 -26%
US Bancorp
332
US Bancorp
Minnesota
$441K +$376K +9,033 +612%
MWM
333
Mascoma Wealth Management
New Hampshire
$438K -$4.79K -115 -1%
PTC
334
Private Trust Company
Ohio
$438K +$5.17K +124 +1%
AI
335
Auour Investments
Massachusetts
$430K -$8.75K -210 -2%
LA
336
LPF Advisors
Florida
$425K +$422K +10,136 New
CAAS
337
Capital Asset Advisory Services
Michigan
$407K -$13.2K -317 -3%
BOM
338
Bank of Marin
California
$406K -$80.3K -1,927 -17%
IA
339
IFP Advisors
Florida
$399K -$27.4K -657 -6%
SFPG
340
Stonebridge Financial Planning Group
Florida
$395K -$519K -12,451 -57%
BFC
341
Blue Fin Capital
Rhode Island
$394K -$424K -10,169 -52%
RIA
342
Realta Investment Advisors
Delaware
$393K -$154K -3,702 -28%
CCFM
343
Clear Creek Financial Management
Washington
$377K +$374K +8,991 New
MFGM
344
Marshall Financial Group (Maryland)
Maryland
$376K -$49.9K -1,198 -12%
MA
345
MONECO Advisors
Connecticut
$375K +$373K +8,953 New
LSA
346
L & S Advisors
California
$373K -$10.4M -248,950 -97%
SFG
347
Summit Financial Group
West Virginia
$371K -$31.2K -750 -8%
WIP
348
WealthCare Investment Partners
Rhode Island
$370K -$12.7K -304 -3%
LMKC
349
L.M. Kohn & Company
Ohio
$370K +$750 +18 +0.2%
MWM
350
Meridian Wealth Management
Kentucky
$367K -$24.9K -597 -6%