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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 9.5 M -USD 621 k -23,504 -5%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 8.89 M +USD 522 k +19,763 +5%
OCPWS
3
One Charles Private Wealth Services
Massachusetts
USD 8.29 M -USD 82.2 k -3,109 -0.9%
Curi Wealth Management
4
Curi Wealth Management
North Carolina
USD 4.92 M +USD 362 k +13,694 +7%
Dynamic Advisor Solutions
5
Dynamic Advisor Solutions
Arizona
USD 4.44 M -USD 155 k -5,876 -3%
TrinityPoint Wealth
6
TrinityPoint Wealth
Connecticut
USD 4.43 M -USD 92.6 k -3,505 -2%
JWS
7
Juncture Wealth Strategies
Arizona
USD 4.33 M -USD 858 k -32,459 -15%
ACM
8
Anfield Capital Management
California
USD 1.74 M -USD 7.19 k -272 -0.4%
LPL Financial
9
LPL Financial
California
USD 1.56 M -USD 47.9 k -1,812 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 1.25 M +USD 474 k +17,950 +50%
Morgan Stanley
11
Morgan Stanley
New York
USD 1.25 M -USD 1.42 M -53,738 -50%
Stratos Wealth Partners
12
Stratos Wealth Partners
Ohio
USD 1.13 M -USD 50 k -1,892 -4%
Raymond James Trust
13
Raymond James Trust
Florida
USD 1.09 M – – –
Continuum Advisory
14
Continuum Advisory
Idaho
USD 1.06 M +USD 33.2 k +1,257 +3%
Jane Street
15
Jane Street
New York
USD 820 k +USD 505 k +19,097 +118%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
USD 433 k +USD 493 k +18,656 Nuevas
Goldman Sachs
17
Goldman Sachs
New York
USD 400 k – – –
BCP
18
Blackhawk Capital Partners
Wisconsin
USD 393 k -USD 24.6 k -929 -5%
UMB Bank
19
UMB Bank
Missouri
USD 387 k +USD 176 k +6,646 +67%
Patriot Financial Group Insurance Agency
20
Patriot Financial Group Insurance Agency
Massachusetts
USD 347 k +USD 55.7 k +2,108 +16%
Versant Capital Management
21
Versant Capital Management
Arizona
USD 319 k +USD 1.53 k +58 +0.4%
PC
22
Prairiewood Capital
North Dakota
USD 317 k +USD 361 k +13,647 Nuevas
Osaic Holdings
23
Osaic Holdings
Arizona
USD 267 k +USD 152 k +5,745 +100%
Kestra Advisory Services
24
Kestra Advisory Services
Texas
USD 251 k +USD 3.01 k +114 +1%
Citadel Advisors
25
Citadel Advisors
Florida
USD 239 k -USD 468 k -17,725 -63%
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