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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$81K +$80.6K +1,701 New
JCM
177
Jacobi Capital Management
Pennsylvania
$65K – – –
RWM
178
Raffa Wealth Management
District of Columbia
$47.4K – – –
WEC
179
Winslow Evans & Crocker
Massachusetts
$47.1K -$190 -4 -0.4%
CPIG
180
Chicago Partners Investment Group
Illinois
$47K – – –
MRCM
181
M&R Capital Management
New Jersey
$47K +$47.4K +1,000 New
TL
182
TrueWealth LLC
Georgia
$40K +$39.8K +839 New
CFD
183
Creative Financial Designs
Indiana
$35K -$172K -3,625 -83%
HI
184
Hudock Inc
Pennsylvania
$28K +$8.06K +170 +40%
BCWM
185
Bartlett & Co Wealth Management
Ohio
$25.4K +$25.4K +535 New
BC
186
Bartlett & Co
Ohio
$25K +$25.4K +535 New
PFPT
187
Pinnacle Financial Partners (Tennessee)
Tennessee
$21K +$21K +444 New
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
AAM
189
Advisors Asset Management
Colorado
$20K +$1.52K +32 +8%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$20K +$20.1K +424 New
OIA
191
OneDigital Investment Advisors
Kansas
$19K +$11.7K +246 +176%
AWMS
192
Advocacy Wealth Management Services
Georgia
$18K – – –
GAM
193
Gemmer Asset Management
California
$16K +$95 +2 +0.6%
PGWM
194
Parisi Gray Wealth Management
New Jersey
$15K – – –
FCAG
195
First Capital Advisors Group
New Jersey
$15K +$14.7K +310 New
WAM
196
Wealthspire Advisors (Maryland)
Maryland
$14K -$23.7K -500 -63%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$12K – – –
MOS
198
MGO One Seven
Ohio
$12K – – –
IP
199
Intellectus Partners
California
$9K – – –
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$9K +$664 +14 +8%