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Oakmark U.S. Large Cap ETF
OAKM
OAKM
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIM
1
Natixis Investment Managers
Boston,
Massachusetts
| $19M | +$19.4M | +808,733 | New |
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.58M | +$1.61M | +67,169 | New |
|
|
WPWM
3
Western Pacific Wealth Management
Lake Forest,
Illinois
| $638K | +$652K | +27,126 | New |
|
|
GS
4
GTS Securities
Miami,
Florida
| $424K | +$433K | +18,017 | New |
|
|
NF
5
NavPoint Financial
Prior Lake,
Minnesota
| $389K | +$397K | +16,533 | New |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $282K | +$288K | +12,000 | New |
|
|
RIL
7
Rothschild Investment LLC
Chicago,
Illinois
| $47K | +$48.1K | +2,000 | New |
|
8
JP Morgan Chase
New York
| $11.5K | +$11.8K | +490 | New |
|
|
1IA
9
1620 Investment Advisors
Plymouth,
Massachusetts
| $235 | +$240 | +10 | New |
|
10
UBS Group
Zurich,
Switzerland
| $24 | +$24 | +1 | New |
|