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OWNS

CCM Affordable Housing MBS ETF
OWNS

Name Holding Trade Value Shares
Change 		Change in
Stake
A
1
Allianz
Germany
$21.6M – – –
OFS
2
OneAscent Financial Services
Alabama
$9.34M +$664K +38,250 +8%
NI
3
Natural Investments
California
$5.1M +$671K +38,657 +15%
OWM
4
Orgel Wealth Management
Wisconsin
$5.09M +$147K +8,482 +3%
LPL Financial
5
LPL Financial
California
$3.19M +$830K +47,770 +35%
OWM
6
OneAscent Wealth Management
Alabama
$2.54M +$733K +42,227 +40%
TWM
7
Tolleson Wealth Management
Texas
$1.96M – – –
SA
8
Skyline Advisors
Washington
$1.49M +$423K +24,353 +39%
RP
9
Riverwater Partners
Wisconsin
$1.14M +$15.1K +869 +1%
TBF
10
True Blue Financial
Michigan
$845K +$57K +3,281 +7%
IWC
11
Integrated Wealth Concepts
Massachusetts
$671K +$292K +16,786 +76%
PI
12
PFG Investments
New York
$622K +$146K +8,416 +31%
RA
13
RFG Advisory
Alabama
$550K +$89.9K +5,177 +19%
MAC
14
Mason & Associates (California)
California
$531K +$301K +17,334 +130%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$379K +$384K +22,090 New
MFG
16
Merit Financial Group
Georgia
$374K +$43K +2,475 +13%
AI
17
Atria Investments
North Carolina
$339K +$11.5K +663 +3%
Jane Street
18
Jane Street
New York
$251K +$252K +14,507 New
OFO
19
OneAscent Family Office
Alabama
$181K +$182K +10,480 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$106K +$107K +6,154 New
FPF
21
First Pacific Financial
Washington
$98.9K +$99.5K +5,727 New
NA
22
NewEdge Advisors
Louisiana
$68.6K +$712 +41 +1%
EWA
23
EverSource Wealth Advisors
Alabama
$47.5K +$47.8K +2,752 New
SAM
24
Smartleaf Asset Management
Massachusetts
$29.3K – – –
MCRM
25
Midway Capital Research & Management
Illinois
$24.9K +$5K +288 +25%
1
2