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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
101
Two Sigma Securities
New York
$317K +$317K +6,684 New
AI
102
Atria Investments
North Carolina
$315K -$2.52M -53,302 -89%
KWM
103
Kingsview Wealth Management
Oregon
$295K -$127K -2,680 -30%
HighTower Advisors
104
HighTower Advisors
Illinois
$277K -$179K -3,771 -39%
OWM
105
Orgel Wealth Management
Wisconsin
$227K +$227K +4,794 New
HFS
106
HL Financial Services
Kentucky
$221K +$221K +4,669 New
RFWA
107
RPg Family Wealth Advisory
Massachusetts
$218K -$58K -1,224 -21%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$218K -$90.3K -1,906 -29%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$30.7K +649 +17%
CFD
110
Creative Financial Designs
Indiana
$204K +$2.04K +43 +1%
CCM
111
Covington Capital Management
California
$190K +$189K +4,000 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$177K +$25.2K +532 +17%
RWM
113
Raffa Wealth Management
District of Columbia
$149K +$616 +13 +0.4%
BTIS
114
BB&T Investment Services
North Carolina
$142K +$63.3K +1,336 +80%
AG
115
Advisor Group
Arizona
$130K -$294K -6,209 -70%
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$113K +$113K +2,388 New
Citigroup
117
Citigroup
New York
$112K -$7.29K -154 -6%
SEI Investments
118
SEI Investments
Pennsylvania
$106K +$20.9K +442 +25%
JCM
119
Jacobi Capital Management
Pennsylvania
$66K
IWM
120
IHT Wealth Management
Illinois
$65K
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$63K +$62.8K +1,325 New
GWM
122
Geneos Wealth Management
Colorado
$60K +$142 +3 +0.2%
AAM
123
Advisors Asset Management
Colorado
$52K -$326K -6,872 -86%
CPIG
124
Chicago Partners Investment Group
Illinois
$47K +$33.2K +700 +233%
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$38K