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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Bluefin Capital Management
New York
$434K +$451K +9,700 New
PIA
152
Peachtree Investment Advisors
Georgia
$418K -$158K -3,390 -27%
IA
153
IFG Advisory
Georgia
$415K -$194K -4,176 -31%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$405K +$200K +4,306 +91%
WP
155
WealthPLAN Partners
Nebraska
$391K
PA
156
PFG Advisors
Arizona
$390K -$61K -1,312 -13%
RFWA
157
RPg Family Wealth Advisory
Massachusetts
$389K +$166K +3,583 +70%
PWAG
158
Polaris Wealth Advisory Group
California
$371K -$37.8M -812,817 -99%
SCI
159
Stableford Capital II
Arizona
$360K +$23.7K +509 +7%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$339K -$229K -4,937 -39%
HIM
161
Hillsdale Investment Management
Ontario, Canada
$333K +$39.5K +850 +13%
SFP
162
Shepherd Financial Partners
Massachusetts
$317K -$79.2K -1,704 -19%
PCM
163
Parsons Capital Management
Rhode Island
$315K +$5.53K +119 +2%
FFS
164
Founders Financial Securities
Maryland
$303K -$450K -9,692 -59%
PWPS
165
Pinnacle Wealth Planning Services
Ohio
$302K +$314K +6,758 New
RRWA
166
Rainey & Randall Wealth Advisors
Florida
$301K -$427K -9,196 -58%
KWA
167
KCS Wealth Advisory
California
$287K -$170K -3,663 -36%
DBRC
168
D.B. Root & Company
Pennsylvania
$281K -$12.8K -276 -4%
G
169
GenTrust
Florida
$269K +$280K +6,035 New
CA
170
Cetera Advisors
Colorado
$263K +$65.7K +1,413 +32%
KM
171
Kalos Management
Georgia
$255K -$26.4K -569 -9%
NEIRG
172
New England Investment & Retirement Group
Massachusetts
$250K -$7.7M -165,749 -97%
CL
173
CPWM LLC
Washington
$250K -$2.48M -53,300 -91%
DP
174
Denver PWM
Colorado
$237K +$240K +5,168 New
EWM
175
Empirical Wealth Management
Washington
$228K +$237K +5,100 New