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icono de OWNS

CCM Affordable Housing MBS ETF
OWNS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allianz
1
Allianz
Germany
USD 21.6 M – – –
OneAscent Financial Services
2
OneAscent Financial Services
Alabama
USD 9.34 M +USD 664 k +38,250 +8%
NI
3
Natural Investments
California
USD 5.1 M +USD 671 k +38,657 +15%
Orgel Wealth Management
4
Orgel Wealth Management
Wisconsin
USD 5.09 M +USD 147 k +8,482 +3%
LPL Financial
5
LPL Financial
California
USD 3.19 M +USD 830 k +47,770 +35%
OWM
6
OneAscent Wealth Management
Alabama
USD 2.54 M +USD 733 k +42,227 +40%
Tolleson Wealth Management
7
Tolleson Wealth Management
Texas
USD 1.96 M – – –
SA
8
Skyline Advisors
Washington
USD 1.49 M +USD 423 k +24,353 +39%
RP
9
Riverwater Partners
Wisconsin
USD 1.14 M +USD 15.1 k +869 +1%
TBF
10
True Blue Financial
Michigan
USD 845 k +USD 57 k +3,281 +7%
PFG Investments
11
PFG Investments
New York
USD 622 k +USD 146 k +8,416 +31%
RFG Advisory
12
RFG Advisory
Alabama
USD 550 k +USD 89.9 k +5,177 +19%
Mason & Associates (California)
13
Mason & Associates (California)
California
USD 531 k +USD 301 k +17,334 +130%
Integrated Wealth Concepts
14
Integrated Wealth Concepts
Massachusetts
USD 479 k +USD 99.1 k +5,705 +26%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 379 k +USD 384 k +22,090 Nuevas
Merit Financial Group
16
Merit Financial Group
Georgia
USD 374 k +USD 43 k +2,475 +13%
Atria Investments
17
Atria Investments
North Carolina
USD 339 k +USD 11.5 k +663 +3%
Jane Street
18
Jane Street
New York
USD 251 k +USD 252 k +14,507 Nuevas
OFO
19
OneAscent Family Office
Alabama
USD 181 k +USD 182 k +10,480 Nuevas
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 106 k +USD 107 k +6,154 Nuevas
First Pacific Financial
21
First Pacific Financial
Washington
USD 98.9 k +USD 99.5 k +5,727 Nuevas
NewEdge Advisors
22
NewEdge Advisors
Louisiana
USD 68.6 k +USD 712 +41 +1%
EverSource Wealth Advisors
23
EverSource Wealth Advisors
Alabama
USD 47.5 k +USD 47.8 k +2,752 Nuevas
Smartleaf Asset Management
24
Smartleaf Asset Management
Massachusetts
USD 29.3 k – – –
MCRM
25
Midway Capital Research & Management
Illinois
USD 24.9 k +USD 5 k +288 +25%
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