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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
351
Aveo Capital Partners
Colorado
$358K -$28.2K -677 -7%
WFAG
352
Worth Financial Advisory Group
North Carolina
$357K +$9.33K +224 +3%
TIM
353
Tortoise Investment Management
New York
$357K – – –
PS
354
Principal Securities
Iowa
$351K +$349K +8,368 New
EWM
355
Endowment Wealth Management
Wisconsin
$350K -$98.2K -2,358 -22%
EB
356
Eastern Bank
Massachusetts
$344K -$2.54K -61 -0.7%
QFA
357
Quattro Financial Advisors
Texas
$339K -$335K -8,032 -99%
FAM
358
Frontier Asset Management
Wyoming
$337K -$630K -15,122 -65%
FCC
359
Florin Court Capital
United Kingdom
$335K -$171K -4,100 -34%
BCG
360
BayBridge Capital Group
California
$331K +$328K +7,879 New
CT
361
Clearstead Trust
Maine
$323K – – –
MWM
362
Modern Wealth Management
Kansas
$321K +$319K +7,654 New
KFS
363
Kelly Financial Services
Massachusetts
$317K -$23.1K -554 -7%
NWA
364
Navis Wealth Advisors
New York
$314K – – –
MPW
365
Melone Private Wealth
Michigan
$313K -$4.42K -106 -1%
WP
366
WealthShield Partners
North Carolina
$313K -$8.75K -210 -3%
CPIG
367
Chicago Partners Investment Group
Illinois
$302K +$300K +7,199 New
RWA
368
Redmont Wealth Advisors
Illinois
$296K +$294K +7,068 New
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$295K -$2.29K -55 -0.8%
AWA
370
Aletheian Wealth Advisors
Washington
$291K +$289K +6,931 New
SW
371
Simplicity Wealth
New Jersey
$287K +$285K +6,853 New
RC
372
Roundview Capital
New Jersey
$287K -$838K -20,112 -75%
OWA
373
Octavia Wealth Advisors
Ohio
$287K – – –
PIA
374
Pinion Investment Advisors
Kansas
$278K +$17.7K +426 +7%
SI
375
Saxon Interests
Texas
$278K -$1.76M -42,159 -86%
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