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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Modern Wealth Management
Kansas
$344K -$291 -7 -0.1%
LMKC
352
L.M. Kohn & Company
Ohio
$343K -$7.74K -186 -2%
EB
353
Eastern Bank
Massachusetts
$340K
QFA
354
Quattro Financial Advisors
Texas
$338K
LA
355
LPF Advisors
Florida
$336K -$44.9K -1,078 -12%
SAG
356
SageView Advisory Group
California
$335K +$334K +8,025 New
FAIM
357
Financial Advocates Investment Management
Washington
$324K -$499 -12 -0.2%
WIM
358
WealthPlan Investment Management
Nebraska
$324K -$98.5K -2,367 -23%
CT
359
Clearstead Trust
Maine
$322K
KA
360
Kovack Advisors
Florida
$321K +$45.8K +1,100 +17%
SL
361
Sentinus LLC
Illinois
$320K -$168K -4,028 -69%
AWA
362
Arete Wealth Advisors
Illinois
$319K -$250K -5,996 -44%
AWA
363
Aletheian Wealth Advisors
Washington
$319K -$7.66K -184 -2%
NWA
364
Navis Wealth Advisors
New York
$313K
WP
365
WealthShield Partners
North Carolina
$308K +$999 +24 +0.3%
EFS
366
Essex Financial Services
Connecticut
$307K
MPW
367
Melone Private Wealth
Michigan
$306K -$15.1K -363 -5%
PIA
368
Pinion Investment Advisors
Kansas
$305K +$7.53K +181 +3%
RWA
369
Redmont Wealth Advisors
Illinois
$304K
CPIG
370
Chicago Partners Investment Group
Illinois
$302K
CPRC
371
Consolidated Portfolio Review Corp
New York
$301K +$2.62K +63 +0.9%
LCGC
372
Legacy Capital Group California
California
$300K -$2.23M -53,611 -88%
LA
373
Lifeworks Advisors
Michigan
$299K +$298K +7,150 New
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$297K -$1.56M -37,501 -84%
GAM
375
Gotham Asset Management
New York
$294K +$25.3K +608 +9%