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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
526
Legacy Capital Wealth Partners
Arkansas
– -$477K -11,401 Closed
MA
527
Mutual Advisors
Nebraska
– -$374K -8,965 Closed
RIA
528
Realta Investment Advisors
Delaware
– -$373K -8,933 Closed
BHBT
529
Burke & Herbert Bank & Trust
Virginia
– -$329K -7,865 Closed
OWA
530
Outlook Wealth Advisors
Texas
– -$324K -7,741 Closed
FWA
531
FSC Wealth Advisors
New York
– -$311K -7,441 Closed
EFG
532
Ehrlich Financial Group
California
– -$291K -6,970 Closed
SI
533
Saxon Interests
Texas
– -$277K -6,629 Closed
DC
534
Davenport & Co
Virginia
– -$272K -6,516 Closed
WPW
535
Watershed Private Wealth
Illinois
– -$243K -5,821 Closed
FCM
536
Fourpath Capital Management
Oklahoma
– -$227K -5,435 Closed
PGF
537
Plan Group Financial
Oklahoma
– -$205K -4,905 Closed
PCA
538
Prosperity Capital Advisors
Ohio
– -$204K -4,879 Closed
RW
539
RVW Wealth
California
– -$204K -4,873 Closed
GS
540
GTS Securities
Florida
– -$201K -4,814 Closed
GI
541
Gradient Investments
Minnesota
– -$121K -2,898 Closed
SA
542
Scarborough Advisors
Maryland
– -$101K -2,427 Closed
VAG
543
VisionPoint Advisory Group
Texas
– -$78K -1,866 Closed
SC
544
Swan Capital
Florida
– -$66.8K -1,598 Closed
IWP
545
IAG Wealth Partners
Wisconsin
– -$41K -982 Closed
MG
546
Mather Group
Illinois
– -$33.4K -793 Closed
OWA
547
Opal Wealth Advisors
New York
– -$24.2K -579 Closed
ATPW
548
Ashton Thomas Private Wealth
Arizona
– -$20.9K -500 Closed
CT
549
Caldwell Trust
Florida
– -$20.9K -500 Closed
CWC
550
Carolinas Wealth Consulting
North Carolina
– -$18.7K -447 Closed