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State Street Blackstone Senior Loan ETF
SRLN

Name Holding Trade Value Shares
Change 		Change in
Stake
H6H
176
Hightower 6M Holding
Kansas
$3.78M -$375K -8,633 -9%
EWM
177
Elmwood Wealth Management
California
$3.76M +$24K +553 +0.6%
CWMU
178
Caliber Wealth Management (Utah)
Utah
$3.74M +$309K +7,107 +9%
QFA
179
Quattro Financial Advisors
Texas
$3.53M -$3.29M -75,708 -47%
DWM
180
Dakota Wealth Management
Florida
$3.51M +$880K +20,237 +32%
VIA
181
Vident Investment Advisory
Georgia
$3.5M – – –
PBF
182
Petix & Botte Financial
California
$3.48M -$3.8M -87,377 -51%
DADC
183
D.A. Davidson & Co
Montana
$3.48M +$507K +11,662 +16%
CIA
184
Capital Investment Advisors
Georgia
$3.46M -$381K -8,760 -10%
EWA
185
EP Wealth Advisors
California
$3.45M +$2.84M +65,372 +373%
SBL
186
Sargent Bickham Lagudis
Colorado
$3.42M +$588K +13,534 +20%
MWM
187
Mascoma Wealth Management
New Hampshire
$3.33M +$1.05M +24,089 +43%
SPIA
188
Steward Partners Investment Advisory
New York
$3.21M -$41.8K -961 -1%
SRSA
189
S.R. Schill & Associates
Washington
$3.2M -$193K -4,449 -5%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$3.18M +$56.1K +1,291 +2%
CWM
191
Capital Wealth Management
Rhode Island
$3.18M -$12.6K -291 -0.4%
VIM
192
Vista Investment Management
Pennsylvania
$3.15M -$305K -7,008 -8%
MWC
193
MBM Wealth Consultants
Missouri
$3.13M -$204K -4,700 -6%
BWAM
194
Boyd Watterson Asset Management
Ohio
$3.08M +$112K +2,571 +4%
UCFA
195
United Capital Financial Advisors
Texas
$3.03M +$1.92M +44,276 +156%
SMG
196
Smart Money Group
Texas
$3M +$98.3K +2,262 +3%
WWMSC
197
Wagner Wealth Management (South Carolina)
South Carolina
$2.99M +$2.75M +63,175 +729%
FAIM
198
Financial Advocates Investment Management
Washington
$2.99M +$491K +11,306 +19%
CCM
199
Canal Capital Management
Virginia
$2.99M -$15.2K -349 -0.5%
SS
200
Simplicity Solutions
Minnesota
$2.98M -$1.04M -23,841 -25%
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