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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
376
Diversify Wealth Management
Utah
$292K -$1.44M -34,689 -83%
PS
377
Planned Solutions
California
$287K +$25.7K +617 +10%
BWP
378
Balboa Wealth Partners
Arizona
$286K +$35.8K +860 +14%
SB
379
Strategic Blueprint
Georgia
$284K -$83.2K -1,999 -23%
OWA
380
Octavia Wealth Advisors
Ohio
$283K – – –
MCP
381
Mirador Capital Partners
California
$280K +$2.66K +64 +1%
OCM
382
One Capital Management
California
$279K -$5.87K -141 -2%
SWM
383
Spire Wealth Management
Virginia
$277K -$348K -8,363 -56%
WCFA
384
Walkner Condon Financial Advisors
Wisconsin
$277K -$3K -72 -1%
CA
385
CGN Advisors
Kansas
$275K +$39.9K +958 +17%
ARC
386
Advisor Resource Council
Texas
$274K +$274K +6,572 New
WIA
387
Wetzel Investment Advisors
Indiana
$273K +$273K +6,548 New
LA
388
LexAurum Advisors
Kansas
$272K +$15.3K +368 +6%
KFS
389
Kelly Financial Services
Massachusetts
$271K -$42 -1 -0%
WSFS
390
Wilmington Savings Fund Society
Delaware
$270K +$269K +6,470 New
BOM
391
Bank of Marin
California
$268K +$9.11K +219 +4%
SSA
392
Schonfeld Strategic Advisors
New York
$265K -$9.09M -218,442 -97%
RIG
393
RiverFront Investment Group
Virginia
$262K +$12.9K +309 +5%
CCG
394
Capital CS Group
California
$261K +$10.5K +253 +4%
EWM
395
Endowment Wealth Management
Wisconsin
$261K -$9.49K -228 -4%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$260K -$18.8K -452 -7%
JIC
397
Joel Isaacson & Co
New York
$256K +$255K +6,132 New
HT
398
Headlands Technologies
Illinois
$256K +$255K +6,132 New
AF
399
Allworth Financial
California
$251K -$453K -10,892 -64%
RH
400
RFG Holdings
Texas
$250K – – –
14 15
16
17 18