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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
401
Saxon Interests
Texas
$277K – – –
KA
402
Kovack Advisors
Florida
$276K +$5.02K +120 +2%
DC
403
Davenport & Co
Virginia
$272K – – –
KFS
404
Kelly Financial Services
Massachusetts
$271K -$36.8K -879 -12%
EWM
405
Endowment Wealth Management
Wisconsin
$271K -$14.2K -338 -5%
CB
406
Community Bank
New York
$270K – – –
GAM
407
Gotham Asset Management
New York
$269K +$14.7K +352 +6%
1WM
408
1900 Wealth Management
Texas
$263K -$1.64M -39,285 -86%
PS
409
Planned Solutions
California
$262K +$11.8K +281 +5%
BOM
410
Bank of Marin
California
$259K -$167K -3,987 -39%
LA
411
LexAurum Advisors
Kansas
$257K +$28.8K +687 +13%
CCG
412
Capital CS Group
California
$251K +$8.75K +209 +4%
RH
413
RFG Holdings
Texas
$251K – – –
BWP
414
Balboa Wealth Partners
Arizona
$250K +$1.63K +39 +0.7%
RIG
415
RiverFront Investment Group
Virginia
$249K -$14.6K -349 -6%
MWM
416
Meridian Wealth Management
Kentucky
$247K +$247K +5,911 New
GJWM
417
Gilliland Jeter Wealth Management
Arkansas
$247K +$2.01K +48 +0.8%
SL
418
Sentinus LLC
Illinois
$245K – – –
WPW
419
Watershed Private Wealth
Illinois
$243K -$88.1K -2,104 -27%
GSEP
420
Golden State Equity Partners
California
$237K +$237K +5,671 New
CA
421
CGN Advisors
Kansas
$235K +$235K +5,624 New
AFO
422
Arrowroot Family Office
California
$234K -$38.2K -913 -14%
GA
423
Geller Advisors
New York
$233K +$16.4K +391 +8%
FCM
424
Fourpath Capital Management
Oklahoma
$227K -$461 -11 -0.2%
CB
425
Commerce Bank
Missouri
$226K +$227K +5,412 New
15 16
17
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