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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
351
Catalyst Private Wealth
California
$868K +$872K +19,300 New
HIM
352
Hillsdale Investment Management
Ontario, Canada
$855K +$194K +4,300 +29%
PCA
353
Peddock Capital Advisors
Massachusetts
$851K -$69.1K -1,530 -7%
UFA
354
US Financial Advisors
Massachusetts
$822K +$17.3K +384 +2%
GWM
355
Geneos Wealth Management
Colorado
$816K +$170K +3,770 +26%
FHA
356
Flagship Harbor Advisors
Massachusetts
$802K +$377K +8,356 +88%
CFB
357
Cullen/Frost Bankers
Texas
$799K +$647K +14,330 +417%
ASN
358
Advisory Services Network
Georgia
$797K +$800K +17,701 New
EWA
359
EP Wealth Advisors
California
$788K +$395K +8,750 +100%
FFA
360
First Foundation Advisors
California
$778K +$81.5K +1,804 +12%
TPWM
361
Twelve Points Wealth Management
Massachusetts
$750K +$414K +9,163 +122%
BWM
362
BNC Wealth Management
Oregon
$742K +$746K +16,504 New
SWM
363
Spire Wealth Management
Virginia
$740K +$701K +15,522 +1,637%
IFG
364
Independent Financial Group
California
$738K +$407K +9,007 +122%
TCWA
365
Ten Capital Wealth Advisors
Washington
$716K +$719K +15,917 New
KCM
366
Kennicott Capital Management
California
$715K – – –
RIA
367
Realta Investment Advisors
Delaware
$698K +$208K +4,607 +42%
LFGH
368
Lee Financial Group Hawaii
Hawaii
$694K +$76.4K +1,692 +12%
MFS
369
McNamara Financial Services
Massachusetts
$694K +$418K +9,246 +150%
JWCA
370
J.W. Cole Advisors
Florida
$688K -$21.8K -483 -3%
FNT
371
First National Trust
Pennsylvania
$682K +$219K +4,855 +47%
RA
372
RFG Advisory
Alabama
$668K -$13K -287 -2%
BAAM
373
Baker Avenue Asset Management
California
$659K +$142K +3,145 +27%
SKK
374
Shepherd Kaplan Krochuk
Massachusetts
$640K +$643K +14,230 New
SMF
375
Sterling Manor Financial
New York
$633K +$374K +8,281 +143%
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