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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
426
Raymond James Trust
Florida
$239K -$184K -4,461 -43%
FAG
427
Fortitude Advisory Group
Washington
$239K -$19.6K -475 -8%
BOPW
428
Brandywine Oak Private Wealth
Pennsylvania
$237K -$15.1K -367 -6%
AWA
429
Aletheian Wealth Advisors
Washington
$225K +$226K +5,490 New
CWM
430
Catalyst Wealth Management
Georgia
$223K +$224K +5,452 New
DCBT
431
Dakota Community Bank & Trust
North Dakota
$222K +$223K +5,423 New
ML
432
McAdam LLC
Pennsylvania
$220K -$98.1K -2,384 -33%
IAA
433
Independent Advisor Alliance
North Carolina
$219K -$37.7K -915 -15%
FH
434
FWG Holdings
Florida
$215K -$3.25K -79 -1%
PS
435
Planned Solutions
California
$212K +$7.74K +188 +4%
B
436
Bailard
California
$211K -$90.8K -2,205 -30%
FNT
437
First National Trust
Pennsylvania
$205K -$69K -1,676 -25%
GEA
438
Glen Eagle Advisors
New Jersey
$164K +$1.36K +33 +0.8%
CWA
439
Clearview Wealth Advisors
Oregon
$152K -$68.3K -1,658 -31%
GFPC
440
Global Financial Private Client
Florida
$148K +$86.1K +2,092 +136%
AF
441
Allworth Financial
California
$139K -$210K -5,102 -60%
AIM
442
Arcadia Investment Management
Michigan
$127K – – –
MSCM
443
McElhenny Sheffield Capital Management
Texas
$126K +$127K +3,090 New
TPCW
444
TD Private Client Wealth
New York
$123K +$124K +3,018 New
S
445
SignatureFD
Georgia
$121K – – –
CDIA
446
Capital Directions Investment Advisors
Georgia
$110K +$111K +2,693 New
CIAS
447
Capital Investment Advisory Services
North Carolina
$109K +$1.15K +28 +1%
MIFH
448
Migdal Insurance & Financial Holdings
Israel
$106K +$107K +2,605 New
FCA
449
Fortis Capital Advisors
Kansas
$99.9K +$101K +2,442 New
BFEC
450
Benjamin F. Edwards & Company
Missouri
$90K -$179K -4,341 -66%
16 17
18
19 20