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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
351
Dakota Wealth Management
Florida
$302K +$13.5K +333 +5%
NWA
352
Navis Wealth Advisors
New York
$301K – – –
CCG
353
Capital CS Group
California
$300K +$4.51K +111 +2%
GI
354
Gradient Investments
Minnesota
$298K +$61.1K +1,504 +25%
RWA
355
Rooted Wealth Advisors
Illinois
$297K -$15.4K -379 -5%
ACM
356
AlphaStar Capital Management
North Carolina
$297K -$6.33K -156 -2%
SWP
357
ShoreHaven Wealth Partners
New Jersey
$294K -$177K -4,359 -37%
MT
358
Midwest Trust
Kansas
$292K – – –
NW
359
NewEdge Wealth
Pennsylvania
$292K +$296K +7,283 New
WP
360
WealthShield Partners
North Carolina
$290K -$162 -4 -0.1%
HWM
361
HB Wealth Management
Georgia
$287K +$290K +7,153 New
CAWM
362
Capital Advisors Wealth Management
Washington
$285K -$2.64K -65 -0.9%
RIS
363
Richmond Investment Services
Wisconsin
$284K – – –
EWM
364
Empirical Wealth Management
Washington
$277K -$13K -320 -4%
IAA
365
Independent Advisor Alliance
North Carolina
$276K +$280K +6,885 New
ACA
366
Aptus Capital Advisors
Alabama
$275K +$244 +6 +0.1%
EWM
367
Endowment Wealth Management
Wisconsin
$274K +$18.3K +450 +7%
QCM
368
Quantinno Capital Management
New York
$274K – – –
OWA
369
Outlook Wealth Advisors
Texas
$270K +$2.64K +65 +1%
MWP
370
Madison Wealth Partners
Wisconsin
$268K – – –
SWM
371
Stronghold Wealth Management
Florida
$265K +$568 +14 +0.2%
TIM
372
Tortoise Investment Management
New York
$264K – – –
DWG
373
Darden Wealth Group
Michigan
$261K -$122K -3,000 -32%
IWM
374
Iams Wealth Management
Nebraska
$259K +$18.2K +449 +7%
MCP
375
Mirador Capital Partners
California
$259K +$1.3K +32 +0.5%
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