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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
426
Octavia Wealth Advisors
Ohio
$241K – – –
BCA
427
Bay Capital Advisors
Virginia
$241K -$183K -4,440 -43%
MWM
428
Meridian Wealth Management
Kentucky
$239K +$239K +5,790 New
PIA
429
Pinion Investment Advisors
Kansas
$226K -$21.3K -517 -9%
MWM
430
Modern Wealth Management
Kansas
$225K -$58.9K -1,426 -21%
EFG
431
Ethos Financial Group
Pennsylvania
$222K – – –
SFS
432
Sowell Financial Services
Arkansas
$220K +$220K +5,323 New
PFPG
433
Pinnacle Financial Partners (Georgia)
Georgia
$219K +$219K +5,309 New
GFPC
434
Global Financial Private Client
Florida
$219K +$1.69K +41 +0.8%
LCGC
435
Legacy Capital Group California
California
$219K -$374K -9,065 -63%
UWM
436
USAdvisors Wealth Management
Minnesota
$217K -$7.68K -186 -3%
LCM
437
Liberty Capital Management
Michigan
$213K +$5.33K +129 +3%
RWA
438
Reicon Wealth Advisors
Georgia
$213K +$213K +5,169 New
GJWM
439
Gilliland Jeter Wealth Management
Arkansas
$209K -$47.9K -1,161 -19%
JCM
440
J2 Capital Management
Michigan
$207K +$207K +5,025 New
JIR
441
James Investment Research
Ohio
$204K – – –
RW
442
RVW Wealth
California
$202K – – –
CAP
443
Cordoba Advisory Partners
New York
$201K +$201K +4,860 New
GM
444
GeoWealth Management
Illinois
$196K -$2.68K -65 -1%
GEA
445
Glen Eagle Advisors
New Jersey
$180K -$14.2K -345 -7%
BLC
446
Brown, Lisle/Cummings
Rhode Island
$178K – – –
WWA
447
Wealth Watch Advisors
Colorado
$163K +$18.6K +451 +13%
TPCW
448
TD Private Client Wealth
New York
$141K +$141K +3,406 New
YP
449
YANKCOM Partnership
South Dakota
$121K – – –
HCM
450
Hollencrest Capital Management
California
$120K +$2.77K +67 +2%
16 17
18
19 20