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OWNS
CCM Affordable Housing MBS ETF
OWNS
OWNS
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIMU
1
Allianz Investment Management US
Minneapolis,
Minnesota
| $21.3M | – | – | – |
|
2
LPL Financial
San Diego,
California
| $7.22M | +$1.83M | +107,704 | +34% |
|
|
RWP
3
RWA Wealth Partners
Newton,
Massachusetts
| $2.83M | +$506K | +29,805 | +23% |
|
|
TWM
4
Tolleson Wealth Management
Dallas,
Texas
| $402K | +$400K | +23,562 | New |
|
5
UBS Group
Zurich,
Switzerland
| $50.3K | +$50.1K | +2,947 | +147,350% |
|
6
National Bank of Canada
Montreal,
Quebec, Canada
| $29K | – | – | – |
|
|
GRP
7
Global Retirement Partners
San Rafael,
California
| $10.4K | – | – | – |
|
|
IGWM
8
ICA Group Wealth Management
Denver,
Colorado
| $7.9K | +$7.87K | +463 | New |
|