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Colterpoint Net Lease Real Estate ETF
NETL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
VW
1
Vance Wealth
California
USD 14.1 M -USD 324 k -11,163 -2%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 10.4 M +USD 613 k +21,091 +6%
JWS
3
Juncture Wealth Strategies
Arizona
USD 10.2 M +USD 1.07 M +36,733 +12%
OCPWS
4
One Charles Private Wealth Services
Massachusetts
USD 10.1 M +USD 214 k +7,365 +2%
TWM
5
TMD Wealth Management
Arizona
USD 9.06 M +USD 799 k +27,517 +10%
TrinityPoint Wealth
6
TrinityPoint Wealth
Connecticut
USD 5.6 M +USD 209 k +7,206 +4%
Dynamic Advisor Solutions
7
Dynamic Advisor Solutions
Arizona
USD 5.34 M +USD 43.5 k +1,499 +0.8%
Curi Wealth Management
8
Curi Wealth Management
North Carolina
USD 5.22 M +USD 405 k +13,942 +9%
LPL Financial
9
LPL Financial
California
USD 2.96 M +USD 482 k +16,580 +20%
ACM
10
Anfield Capital Management
California
USD 2.08 M +USD 2.06 M +71,020 Nuevas
Stratos Wealth Partners
11
Stratos Wealth Partners
Ohio
USD 1.48 M +USD 85.9 k +2,958 +6%
Raymond James Trust
12
Raymond James Trust
Florida
USD 1.37 M – – –
SWP
13
ShoreHaven Wealth Partners
New Jersey
USD 1.26 M -USD 638 k -21,975 -34%
Continuum Advisory
14
Continuum Advisory
Idaho
USD 1.2 M +USD 84.3 k +2,903 +7%
Jane Street
15
Jane Street
New York
USD 1.19 M +USD 1.18 M +40,684 Nuevas
HT
16
HAP Trading
New York
USD 1.06 M +USD 1.05 M +36,015 Nuevas
Morgan Stanley
17
Morgan Stanley
New York
USD 637 k +USD 276 k +9,517 +78%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
USD 627 k +USD 621 k +21,387 Nuevas
New England Private Wealth Advisors
19
New England Private Wealth Advisors
Massachusetts
USD 584 k +USD 10 k +343 +2%
BCP
20
Blackhawk Capital Partners
Wisconsin
USD 567 k -USD 34.5 k -1,188 -6%
Goldman Sachs
21
Goldman Sachs
New York
USD 505 k +USD 500 k +17,215 Nuevas
Kestra Advisory Services
22
Kestra Advisory Services
Texas
USD 343 k -USD 17.7 k -610 -5%
Patriot Financial Group Insurance Agency
23
Patriot Financial Group Insurance Agency
Massachusetts
USD 342 k +USD 134 k +4,616 +66%
Versant Capital Management
24
Versant Capital Management
Arizona
USD 279 k – – –
Raymond James & Associates
25
Raymond James & Associates
Florida
USD 270 k +USD 57.4 k +1,977 +27%
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