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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
351
L.M. Kohn & Company
Ohio
$372K +$251 +6 +0.1%
SFPG
352
Stonebridge Financial Planning Group
Florida
$372K -$25K -596 -6%
TIM
353
Tortoise Investment Management
New York
$358K
MFGM
354
Marshall Financial Group (Maryland)
Maryland
$357K -$20.5K -489 -5%
FCI
355
Financial Counselors Inc
Kansas
$354K -$183K -4,364 -34%
AFG
356
Atomi Financial Group
New York
$348K +$346K +8,254 New
EB
357
Eastern Bank
Massachusetts
$343K -$2.93K -70 -0.9%
WIP
358
WealthCare Investment Partners
Rhode Island
$342K -$30.1K -718 -8%
SFG
359
Summit Financial Group
West Virginia
$340K -$32.1K -765 -9%
QFA
360
Quattro Financial Advisors
Texas
$340K +$337K +8,032 +19,124%
PNC Financial Services Group
361
PNC Financial Services Group
Pennsylvania
$338K +$213K +5,085 +173%
Lido Advisors
362
Lido Advisors
California
$335K +$55.1K +1,314 +20%
WPW
363
Watershed Private Wealth
Illinois
$334K -$2.51M -59,970 -88%
MWPCG
364
Measured Wealth Private Client Group
New Hampshire
$328K +$119K +2,838 +57%
BCG
365
BayBridge Capital Group
California
$327K -$2.43K -58 -0.7%
CT
366
Clearstead Trust
Maine
$324K
MPW
367
Melone Private Wealth
Michigan
$318K +$3.65K +87 +1%
NWA
368
Navis Wealth Advisors
New York
$316K
WP
369
WealthShield Partners
North Carolina
$314K
KFS
370
Kelly Financial Services
Massachusetts
$310K -$8.8K -210 -3%
RWA
371
Redmont Wealth Advisors
Illinois
$307K +$9.05K +216 +3%
LEA
372
Legacy Edge Advisors
New York
$306K +$37.5K +896 +14%
FWA
373
FSC Wealth Advisors
New York
$305K +$136K +3,237 +81%
CA
374
Cornerstone Advisory
Maryland
$304K +$66K +1,576 +28%
CPIG
375
Chicago Partners Investment Group
Illinois
$302K