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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
351
AlphaStar Capital Management
North Carolina
$304K +$6.3K +156 +2%
NWA
352
Navis Wealth Advisors
New York
$302K – – –
SAI
353
Savvy Advisors Inc
New York
$302K +$303K +7,497 New
RFM
354
Royal Fund Management
Florida
$296K -$174K -4,308 -37%
MT
355
Midwest Trust
Kansas
$294K – – –
HWM
356
HB Wealth Management
Georgia
$291K +$2.63K +65 +0.9%
AWM
357
Accel Wealth Management
Iowa
$290K -$84.7K -2,097 -23%
AWA
358
Arkadios Wealth Advisors
Georgia
$289K -$49.4K -1,222 -15%
OWA
359
Outlook Wealth Advisors
Texas
$284K +$13.9K +344 +5%
EM
360
ELCO Management
New York
$282K -$56.5K -1,400 -17%
PC
361
PCB Capital
New Jersey
$282K +$72.5K +1,796 +35%
CAWM
362
Capital Advisors Wealth Management
Washington
$279K -$6.91K -171 -2%
EWM
363
Empirical Wealth Management
Washington
$278K – – –
RWA
364
Rooted Wealth Advisors
Illinois
$275K -$19.9K -493 -7%
CBU
365
CIBC Bancorp USA
Illinois
$272K -$155K -3,834 -36%
SFS
366
Sowell Financial Services
Arkansas
$272K +$21.4K +531 +9%
BWP
367
Balboa Wealth Partners
Arizona
$271K -$185K -4,583 -40%
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$271K +$272K +6,726 New
PG
369
Patten Group
Tennessee
$271K -$45.2K -1,118 -14%
MWP
370
Madison Wealth Partners
Wisconsin
$270K – – –
SWM
371
Stronghold Wealth Management
Florida
$266K – – –
TIM
372
Tortoise Investment Management
New York
$265K – – –
MCP
373
Mirador Capital Partners
California
$262K +$1.9K +47 +0.7%
SFPG
374
Stonebridge Financial Planning Group
Florida
$257K -$80.7K -1,999 -24%
CB
375
Commerce Bank
Missouri
$256K -$117K -2,900 -31%
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