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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
451
Pinnacle Wealth Management Advisory Group
New Jersey
$222K +$5.43K +125 +2%
CAAS
452
Capital Asset Advisory Services
Michigan
$221K -$137K -3,141 -37%
ACA
453
Aptus Capital Advisors
Alabama
$221K +$21.1K +486 +10%
MG
454
Mather Group
Illinois
$217K +$226K +5,200 New
SCA
455
Snowden Capital Advisors
New York
$217K +$227K +5,230 New
AWS
456
AJ Wealth Strategies
New York
$211K -$53.4M -1,229,096 -100%
SNBOSCI
457
Security National Bank of Sioux City Iowa
Iowa
$211K
TNA
458
True North Advisors
Texas
$210K +$2.52K +58 +1%
PCWA
459
Pacific Capital Wealth Advisors
California
$208K
KFGK
460
Keystone Financial Group (Kentucky)
Kentucky
$205K +$213K +4,912 New
JMFC
461
J.M. Forbes & Co
Massachusetts
$203K -$7.39K -170 -3%
CAPTRUST Financial Advisors
462
CAPTRUST Financial Advisors
North Carolina
$201K +$13.2K +304 +7%
CT
463
Cambridge Trust
Massachusetts
$186K -$11.3K -259 -5%
MM
464
Main Management
California
$175K +$183K +4,211 New
GEA
465
Glen Eagle Advisors
New Jersey
$166K +$47.2K +1,085 +37%
ACK
466
Andrew C. Karlinski
$127K -$76.4K -1,757 -37%
CDIA
467
Capital Directions Investment Advisors
Georgia
$112K
MIFH
468
Migdal Insurance & Financial Holdings
Israel
$109K -$35.6K -820 -24%
CFD
469
Creative Financial Designs
Indiana
$105K +$8.78K +202 +9%
Bessemer Group
470
Bessemer Group
New Jersey
$94K +$96.7K +2,226 +9,275%
CIAS
471
Capital Investment Advisory Services
North Carolina
$92K +$15.7K +361 +20%
TWM
472
Tradition Wealth Management
Minnesota
$88K +$217 +5 +0.2%
BHWM
473
Bay Harbor Wealth Management
Maryland
$80K -$3.04K -70 -4%
MAM
474
Meeder Asset Management
Ohio
$79K -$67.7M -1,558,270 -100%
FCMT
475
Founders Capital Management (Texas)
Texas
$73K +$76K +1,749 New