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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
401
Stonebridge Financial Planning Group
Florida
$246K -$100K -2,405 -29%
NL
402
NWAM LLC
Washington
$246K +$245K +5,886 New
1WM
403
1900 Wealth Management
Texas
$243K -$19.6K -470 -7%
GJWM
404
Gilliland Jeter Wealth Management
Arkansas
$239K -$7.82K -188 -3%
GA
405
Geller Advisors
New York
$232K -$999 -24 -0.4%
MWM
406
Meridian Wealth Management
Kentucky
$231K -$15.4K -369 -6%
BCM
407
Brookstone Capital Management
Illinois
$227K +$226K +5,424 New
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$226K -$325K -7,817 -59%
CA
409
Cornerstone Advisory
Maryland
$226K +$6.08K +146 +3%
WIP
410
WealthCare Investment Partners
Rhode Island
$226K -$85.9K -2,065 -28%
DAS
411
Diversify Advisory Services
Utah
$225K +$223K +5,370 New
MWPCG
412
Measured Wealth Private Client Group
New Hampshire
$223K -$320K -7,698 -59%
EDRIA
413
Edmonds Duncan Registered Investment Advisors
Kansas
$221K -$85.4K -2,053 -28%
SF
414
Synovus Financial
Georgia
$221K +$220K +5,280 New
NW
415
NewEdge Wealth
Pennsylvania
$213K -$1.73M -41,509 -89%
CFS
416
Commonwealth Financial Services
West Virginia
$212K -$145K -3,473 -41%
AG
417
Ascent Group
Virginia
$210K -$2.29K -55 -1%
BWM
418
Buska Wealth Management
Wisconsin
$209K -$10.1K -242 -5%
JIR
419
James Investment Research
Ohio
$207K – – –
PWMA
420
Pension & Wealth Management Advisors
Massachusetts
$206K -$100K -2,403 -33%
EWM
421
Empirical Wealth Management
Washington
$204K – – –
AFO
422
Arrowroot Family Office
California
$203K -$31.4K -755 -13%
KFGK
423
Keystone Financial Group (Kentucky)
Kentucky
$200K +$200K +4,801 New
FI
424
FWG Investments
Kentucky
$200K +$199K +4,792 New
BLC
425
Brown, Lisle/Cummings
Rhode Island
$180K -$319K -7,665 -64%
15 16
17
18 19