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ícone de OWNS

CCM Affordable Housing MBS ETF
OWNS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Allianz
1
Allianz
Germany
US$ 21,6 mi – – –
OneAscent Financial Services
2
OneAscent Financial Services
Alabama
US$ 9,34 mi +US$ 664 mil +38.250 +8%
NI
3
Natural Investments
California
US$ 5,1 mi +US$ 671 mil +38.657 +15%
Orgel Wealth Management
4
Orgel Wealth Management
Wisconsin
US$ 5,09 mi +US$ 147 mil +8.482 +3%
LPL Financial
5
LPL Financial
California
US$ 3,19 mi +US$ 830 mil +47.770 +35%
OWM
6
OneAscent Wealth Management
Alabama
US$ 2,54 mi +US$ 733 mil +42.227 +40%
Tolleson Wealth Management
7
Tolleson Wealth Management
Texas
US$ 1,96 mi – – –
SA
8
Skyline Advisors
Washington
US$ 1,49 mi +US$ 423 mil +24.353 +39%
RP
9
Riverwater Partners
Wisconsin
US$ 1,14 mi +US$ 15,1 mil +869 +1%
TBF
10
True Blue Financial
Michigan
US$ 845 mil +US$ 57 mil +3.281 +7%
PFG Investments
11
PFG Investments
New York
US$ 622 mil +US$ 146 mil +8.416 +31%
RFG Advisory
12
RFG Advisory
Alabama
US$ 550 mil +US$ 89,9 mil +5.177 +19%
Mason & Associates (California)
13
Mason & Associates (California)
California
US$ 531 mil +US$ 301 mil +17.334 +130%
Integrated Wealth Concepts
14
Integrated Wealth Concepts
Massachusetts
US$ 479 mil +US$ 99,1 mil +5.705 +26%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
US$ 379 mil +US$ 384 mil +22.090 Nova
Merit Financial Group
16
Merit Financial Group
Georgia
US$ 374 mil +US$ 43 mil +2.475 +13%
Atria Investments
17
Atria Investments
North Carolina
US$ 339 mil +US$ 11,5 mil +663 +3%
Jane Street
18
Jane Street
New York
US$ 251 mil +US$ 252 mil +14.507 Nova
OFO
19
OneAscent Family Office
Alabama
US$ 181 mil +US$ 182 mil +10.480 Nova
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
US$ 106 mil +US$ 107 mil +6.154 Nova
First Pacific Financial
21
First Pacific Financial
Washington
US$ 98,9 mil +US$ 99,5 mil +5.727 Nova
NewEdge Advisors
22
NewEdge Advisors
Louisiana
US$ 68,6 mil +US$ 712 +41 +1%
EverSource Wealth Advisors
23
EverSource Wealth Advisors
Alabama
US$ 47,5 mil +US$ 47,8 mil +2.752 Nova
Smartleaf Asset Management
24
Smartleaf Asset Management
Massachusetts
US$ 29,3 mil – – –
MCRM
25
Midway Capital Research & Management
Illinois
US$ 24,9 mil +US$ 5 mil +288 +25%
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