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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arete Wealth Advisors
Illinois
$1.12M +$1.12M +24,461 New
RC
152
Roundview Capital
New Jersey
$1.11M +$1.11M +24,286 New
IFA
153
Interactive Financial Advisors
Illinois
$1.08M +$762K +16,616 +236%
BRWA
154
B. Riley Wealth Advisors
Florida
$1.08M +$138K +3,003 +15%
IAN
155
Integrated Advisors Network
Texas
$1.08M -$369K -8,043 -25%
FNC
156
First National Corp
Massachusetts
$1.03M +$164K +3,578 +19%
EWF
157
Epstein & White Financial
California
$1.03M +$185K +4,030 +22%
RW
158
RVW Wealth
California
$1M +$375K +8,172 +93%
HAS
159
HBW Advisory Services
California
$945K -$11.9K -260 -1%
KAS
160
Kestra Advisory Services
Texas
$898K +$901K +19,633 New
PCM
161
Parsons Capital Management
Rhode Island
$851K +$421K +9,183 +97%
AUIM
162
Aegon USA Investment Management
Iowa
$832K +$147K +3,200 +21%
UFA
163
US Financial Advisors
Massachusetts
$832K +$834K +18,184 New
GWM
164
Geneos Wealth Management
Colorado
$807K +$279K +6,077 +53%
JWCA
165
J.W. Coons Advisors
Ohio
$758K +$759K +16,540 New
CA
166
Cetera Advisors
Colorado
$758K +$760K +16,567 New
SEI Investments
167
SEI Investments
Pennsylvania
$744K
SMG
168
Smart Money Group
Texas
$739K +$741K +16,154 New
CAS
169
Cascadia Advisory Services
Oregon
$730K +$733K +15,965 New
FFS
170
Founders Financial Securities
Maryland
$709K +$231K +5,024 +48%
MA
171
Mutual Advisors
Nebraska
$705K +$708K +15,418 New
KM
172
Kalos Management
Georgia
$678K -$37.9K -827 -5%
ACM
173
AlphaStar Capital Management
North Carolina
$662K -$826 -18 -0.1%
LWM
174
Laidlaw Wealth Management
New York
$656K -$885K -19,288 -57%
UWM
175
USAdvisors Wealth Management
Minnesota
$620K +$622K +13,559 New