We are live on ! Find out more
SRLN icon

State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
326
PFG Investments
New York
$450K -$21.8K -526 -5%
OPWM
327
Oregon Pacific Wealth Management
Oregon
$446K -$1.16M -27,894 -72%
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$445K +$83 +2 +0%
AT
329
American Trust
Kentucky
$438K +$5.44K +131 +1%
IEFM
330
IQ EQ Fund Management
Ireland
$433K +$163K +3,921 +60%
KWA
331
Kingswood Wealth Advisors
California
$430K +$194K +4,685 +83%
BCA
332
Bay Capital Advisors
Virginia
$428K -$763K -18,378 -64%
FCC
333
Florin Court Capital
United Kingdom
$424K – – –
AG
334
Ascent Group
Virginia
$410K +$101K +2,424 +33%
HNWAG
335
High Net Worth Advisory Group
Florida
$410K – – –
AWA
336
Aletheian Wealth Advisors
Washington
$408K +$7.84K +189 +2%
LMKC
337
L.M. Kohn & Company
Ohio
$407K +$498 +12 +0.1%
MSFS
338
Main Street Financial Solutions
Pennsylvania
$404K +$50.5K +1,216 +14%
DWG
339
Darden Wealth Group
Michigan
$401K -$22.8K -550 -5%
DWM
340
Diversify Wealth Management
Utah
$399K +$37.9K +912 +10%
PIA
341
Perennial Investment Advisors
California
$393K +$4.61K +111 +1%
LFG
342
Lockerman Financial Group
California
$392K +$1.04K +25 +0.3%
AWM
343
Accel Wealth Management
Iowa
$389K +$5.64K +136 +1%
BOM
344
Bank of Marin
California
$381K -$2.95K -71 -0.8%
PS
345
Planned Solutions
California
$380K +$10.1K +244 +3%
HA
346
Huntleigh Advisors
Missouri
$380K +$34K +818 +10%
AF
347
Allworth Financial
California
$378K -$37K -892 -9%
IPA
348
Investment Planning Advisors
Georgia
$376K -$24.8K -597 -6%
CWM
349
Collaborative Wealth Management
Florida
$373K -$31.2K -751 -8%
SFPG
350
Stonebridge Financial Planning Group
Florida
$371K +$64.5K +1,555 +21%