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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
| $21.6M | – | – | – |
|
2
LPL Financial
San Diego,
California
| $8.19M | +$860K | +49,529 | +12% |
|
|
RWP
3
RWA Wealth Partners
Newton,
Massachusetts
| $2.87M | +$72.2K | +4,162 | +3% |
|
|
TWM
4
Tolleson Wealth Management
Dallas,
Texas
| $583K | +$174K | +10,050 | +43% |
|
5
Jane Street
New York
| $493K | +$493K | +28,424 | New |
|
|
PI
6
PFG Investments
Woodbury,
New York
| $185K | +$185K | +10,671 | New |
|
7
National Bank of Canada
Montreal,
Quebec, Canada
| $29.4K | – | – | – |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $4.67K | -$5.99K | -345 | -56% |
|
|
CYG
9
Clean Yield Group
Norwich,
Vermont
| $4.33K | +$4.34K | +250 | New |
|
10
JP Morgan Chase
New York
| $3.6K | +$3.61K | +208 | New |
|
|
PTC
11
Private Trust Company
Cleveland,
Ohio
| $1.73K | +$1.74K | +100 | New |
|
12
UBS Group
Zurich,
Switzerland
| – | -$50.3K | -2,949 | Closed |
|
|
IGWM
13
ICA Group Wealth Management
Denver,
Colorado
| – | -$7.9K | -463 | Closed |
|