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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
401
Allworth Financial
California
$358K -$12.7K -292 -3%
TC
402
Trilogy Capital
California
$358K +$43.5K +1,002 +13%
WP
403
WealthShield Partners
North Carolina
$355K +$22.3K +512 +6%
TIM
404
Tortoise Investment Management
New York
$354K – – –
BFG
405
Barber Financial Group
Kansas
$351K +$366K +8,432 New
BF
406
BOK Financial
Oklahoma
$348K +$96.7K +2,226 +36%
NWA
407
Navis Wealth Advisors
New York
$344K +$33.1K +762 +10%
SW
408
SVB Wealth
Massachusetts
$335K +$81.7K +1,880 +30%
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$331K +$43.9K +1,011 +15%
TSS
410
Two Sigma Securities
New York
$330K +$344K +7,919 New
EWM
411
Empirical Wealth Management
Washington
$329K +$141K +3,237 +69%
MA
412
MJP Associates
Connecticut
$329K +$344K +7,904 New
ANTB
413
AMG National Trust Bank
Colorado
$324K +$55.6K +1,280 +20%
TI
414
Trexquant Investment
Connecticut
$317K +$331K +7,621 New
CAG
415
Csenge Advisory Group
Florida
$312K +$89K +2,047 +38%
LJCM
416
Lee Johnson Capital Management
Texas
$309K -$37.1K -853 -10%
KA
417
Kovack Advisors
Florida
$307K -$189K -4,347 -37%
WIP
418
WealthCare Investment Partners
Rhode Island
$307K +$321K +7,376 New
ML
419
McAdam LLC
Pennsylvania
$305K +$110K +2,537 +53%
FCH
420
Freestone Capital Holdings
Washington
$299K -$264K -6,066 -46%
EWA
421
Exencial Wealth Advisors
Oklahoma
$299K +$112K +2,568 +56%
MWPCG
422
Measured Wealth Private Client Group
New Hampshire
$298K -$47.6K -1,096 -13%
AUIM
423
Aegon USA Investment Management
Iowa
$297K -$2.32M -53,300 -88%
LAS
424
Lloyd Advisory Services
Georgia
$284K +$119K +2,748 +67%
CS
425
Credit Suisse
Switzerland
$282K – – –
15 16
17
18 19