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State Street Blackstone Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
201
Carroll Financial Associates
North Carolina
$9K +$9.04K +195 New
APA
202
American Portfolios Advisors
New York
$7.03K -$8.07K -174 -53%
PFO
203
Pathstone Family Office
New Jersey
$7K +$6.95K +150 New
GSWM
204
Golden State Wealth Management
California
$6K -$7.33K -158 -53%
APC
205
Aspire Private Capital
North Carolina
$6K -$6.03K -130 -48%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$6K
TFGT
207
TS Financial Group (TSFG)
Illinois
$6K
AWM
208
AllSquare Wealth Management
New York
$4K
VFA
209
Valeo Financial Advisors
Indiana
$4K
GWMIA
210
Global Wealth Management Investment Advisory
Florida
$3K -$19.3K -416 -88%
CIM
211
Contravisory Investment Management
Massachusetts
$3K
FRA
212
Front Row Advisors
California
$2K
JFA
213
JNBA Financial Advisors
Minnesota
$2K
CA
214
Crewe Advisors
Utah
$2K +$2.18K +47 New
BFG
215
Bouchey Financial Group
New York
-$8.66M -188,037 Closed
PAG
216
Private Advisory Group
Washington
-$2.08M -46,500 Closed
MA
217
Mutual Advisors
Nebraska
-$1.33M -28,796 Closed
CTA
218
Chesley Taft & Associates
Illinois
-$741K -16,090 Closed
BWA
219
BlueSky Wealth Advisors
North Carolina
-$681K -14,696 Closed
DAS
220
Dynamic Advisor Solutions
Arizona
-$502K -10,895 Closed
EWA
221
EP Wealth Advisors
California
-$492K -10,690 Closed
DC
222
Davenport & Co
Virginia
-$479K -10,400 Closed
SS
223
Simplicity Solutions
Minnesota
-$471K -10,228 Closed
PWAG
224
Polaris Wealth Advisory Group
California
-$460K -9,994 Closed
ACA
225
Ackerman Capital Advisors
Texas
-$283 -6,135 Closed