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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
376
Aletheian Wealth Advisors
Washington
$327K +$30.4K +725 +10%
FAIM
377
Financial Advocates Investment Management
Washington
$325K +$118K +2,821 +57%
BCG
378
BayBridge Capital Group
California
$324K -$2.55K -61 -0.8%
OWA
379
Outlook Wealth Advisors
Texas
$324K -$67.6K -1,615 -17%
CT
380
Clearstead Trust
Maine
$322K – – –
MPW
381
Melone Private Wealth
Michigan
$321K +$5.57K +133 +2%
NWA
382
Navis Wealth Advisors
New York
$314K – – –
WIP
383
WealthCare Investment Partners
Rhode Island
$313K -$26.3K -628 -8%
FWA
384
FSC Wealth Advisors
New York
$311K +$7.91K +189 +3%
WP
385
WealthShield Partners
North Carolina
$307K -$4.4K -105 -1%
PWMA
386
Pension & Wealth Management Advisors
Massachusetts
$307K +$307K +7,337 New
EDRIA
387
Edmonds Duncan Registered Investment Advisors
Kansas
$307K -$157K -3,747 -34%
RWA
388
Redmont Wealth Advisors
Illinois
$305K +$167 +4 +0.1%
EFS
389
Essex Financial Services
Connecticut
$302K +$39.7K +949 +15%
CPIG
390
Chicago Partners Investment Group
Illinois
$300K – – –
CPRC
391
Consolidated Portfolio Review Corp
New York
$299K +$299K +7,147 New
PIA
392
Pinion Investment Advisors
Kansas
$297K +$8.08K +193 +3%
EFG
393
Ehrlich Financial Group
California
$291K +$292K +6,970 New
AWA
394
Authentikos Wealth Advisory
California
$290K +$300K +7,165 New
OCM
395
One Capital Management
California
$285K -$136K -3,247 -32%
OWA
396
Octavia Wealth Advisors
Ohio
$283K +$6.99K +167 +3%
FFA
397
Farther Finance Advisors
California
$281K +$211K +5,028 +288%
WCFA
398
Walkner Condon Financial Advisors
Wisconsin
$280K +$2.01K +48 +0.7%
PFGIA
399
Patriot Financial Group Insurance Agency
Massachusetts
$279K -$12.3K -294 -4%
MCP
400
Mirador Capital Partners
California
$277K +$2.6K +62 +0.9%
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16
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