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CSRE

Cohen & Steers Real Estate Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
Walleye Partners
Wisconsin
$303K +$303K +10,690 New
PCIA
77
Prime Capital Investment Advisors
Kansas
$274K +$274K +9,654 New
VF
78
Virtu Financial
New York
$256K +$256K +9,007 New
FMN
79
Financial Management Network
California
$227K +$219K +7,707 New
LWM
80
LJI Wealth Management
Indiana
$216K +$216K +7,620 New
EFS
81
Essex Financial Services
Connecticut
$212K +$212K +7,468 New
SPIA
82
Steward Partners Investment Advisory
New York
$199K +$186K +6,561 +1,426%
FFA
83
Farther Finance Advisors
California
$150K -$389K -13,721 -72%
OHWP
84
Oak Harbor Wealth Partners
North Carolina
$82.5K +$82.5K +2,907 New
1IA
85
1620 Investment Advisors
Massachusetts
$81.1K -$2.13K -75 -3%
Morgan Stanley
86
Morgan Stanley
New York
$56.8K +$56.7K +2,000 +200,000%
GRP
87
Global Retirement Partners
California
$19.6K +$19.6K +692 New
LC
88
Lavaca Capital
Texas
$12.5K +$12.5K +439 New
Bessemer Group
89
Bessemer Group
New Jersey
$11K
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$8.86K +$8.85K +312 New
Jones Financial Companies
91
Jones Financial Companies
Missouri
$5.84K +$1.48K +52 +35%
Cohen & Steers
92
Cohen & Steers
New York
-$10.3M -392,500 Closed
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
-$2.19M -83,416 Closed
CPG
94
Cornerstone Planning Group
New Jersey
-$19.8K -695 Closed
SWM
95
SHP Wealth Management
Massachusetts
-$8.86K -337 Closed