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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
326
Ridgeline Wealth Planning
Ohio
$546K +$40.4K +979 +8%
DCM
327
Dimension Capital Management
Florida
$545K – – –
IPWA
328
International Private Wealth Advisors
California
$544K +$35.6K +863 +7%
SWM
329
Spire Wealth Management
Virginia
$532K +$402K +9,735 +309%
SAG
330
SageView Advisory Group
California
$524K +$56.1K +1,359 +12%
BIG
331
Brookwood Investment Group
Arizona
$523K -$44.7K -1,083 -8%
OC
332
Optima Capital
Oregon
$522K -$338K -8,183 -39%
BSTWA
333
Blake Schutter Theil Wealth Advisors
Ohio
$519K +$22.4K +543 +5%
SFP
334
Shepherd Financial Partners
Massachusetts
$509K -$61.3K -1,485 -11%
GWM
335
Greenwich Wealth Management
Connecticut
$503K -$107K -2,599 -18%
WF
336
WealthPoint Financial
North Carolina
$500K +$500K +12,121 New
CFD
337
Creative Financial Designs
Indiana
$493K +$40.8K +988 +9%
SCI
338
Stableford Capital II
Arizona
$486K +$152K +3,677 +45%
FGA
339
Fortis Group Advisors
New Jersey
$486K +$25.1K +609 +5%
SWP
340
ShoreHaven Wealth Partners
New Jersey
$482K -$32.9K -798 -6%
LWPC
341
Legacy Wealth Partners (Colorado)
Colorado
$480K +$481K +11,641 New
AG
342
Ascent Group
Virginia
$478K +$71.3K +1,726 +17%
RWA
343
Redmont Wealth Advisors
Illinois
$475K +$139K +3,372 +41%
PI
344
PFG Investments
New York
$462K +$15.4K +372 +3%
BWP
345
Balboa Wealth Partners
Arizona
$457K -$1.11K -27 -0.2%
GIM
346
GE Investment Management
Connecticut
$455K – – –
RFM
347
Royal Fund Management
Florida
$455K +$456K +11,036 New
PG
348
Patten Group
Tennessee
$449K -$9.91K -240 -2%
AWM
349
Adams Wealth Management
Utah
$440K -$134K -3,242 -23%
CI
350
CacheTech Inc
Utah
$440K -$134K -3,242 -23%
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