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CCM Affordable Housing MBS ETF
OWNS
OWNS
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIMU
1
Allianz Investment Management US
Minneapolis,
Minnesota
| $20.3M | – | – | – |
|
2
LPL Financial
San Diego,
California
| $8.18M | +$1.22M | +72,709 | +17% |
|
|
WWA
3
WCG Wealth Advisors
Las Vegas,
Nevada
| $4.51M | +$181K | +10,777 | +5% |
|
4
RWA Wealth Partners
Newton,
Massachusetts
| $2.89M | -$20.1K | -1,194 | -0.7% |
|
5
Jane Street
New York
| $557K | +$195K | +11,607 | +51% |
|
|
TWM
6
Tolleson Wealth Management
Dallas,
Texas
| $551K | +$5.05K | +300 | +0.9% |
|
|
PI
7
PFG Investments
Woodbury,
New York
| $174K | +$34 | +2 | +0% |
|
8
NewEdge Advisors
New Orleans,
Louisiana
| $39.5K | +$20.5K | +1,220 | +101% |
|
9
National Bank of Canada
Montreal,
Quebec, Canada
| $27.4K | – | – | – |
|
|
NEAM
10
New England Asset Management
Farmington,
Connecticut
| $4.88K | +$5.05K | +300 | New |
|
11
Global Retirement Partners
San Rafael,
California
| $4.29K | – | – | – |
|
|
PTC
12
Private Trust Company
Cleveland,
Ohio
| $1.63K | – | – | – |
|
13
UBS Group
Zurich,
Switzerland
| – | -$31.7K | -1,853 | Closed |
|
|
IGWM
14
ICA Group Wealth Management
Denver,
Colorado
| – | -$7.83K | -458 | Closed |
|