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Colterpoint Net Lease Real Estate ETF
NETL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 17.7 M +USD 405 k +15,566 +2%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 9.7 M -USD 509 k -19,565 -5%
VW
3
Vance Wealth
California
USD 7.68 M +USD 286 k +11,002 +4%
Curi Wealth Management
4
Curi Wealth Management
North Carolina
USD 6.25 M +USD 1.59 M +61,136 +33%
Dynamic Advisor Solutions
5
Dynamic Advisor Solutions
Arizona
USD 4.34 M -USD 470 k -18,064 -9%
JWS
6
Juncture Wealth Strategies
Arizona
USD 2.13 M +USD 629 k +24,188 +40%
New England Private Wealth Advisors
7
New England Private Wealth Advisors
Massachusetts
USD 2.09 M +USD 2.17 M +83,221 Nuevas
ACM
8
Anfield Capital Management
California
USD 2.08 M +USD 120 k +4,624 +6%
TrinityPoint Wealth
9
TrinityPoint Wealth
Connecticut
USD 1.77 M -USD 168 k -6,474 -8%
LPL Financial
10
LPL Financial
California
USD 1.49 M -USD 92.3 k -3,545 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 1.39 M +USD 61.5 k +2,363 +4%
HHRDM
12
H&H Retirement Design & Management
Nevada
USD 1.38 M +USD 1.48 M +56,684 Nuevas
Continuum Advisory
13
Continuum Advisory
Idaho
USD 1.31 M +USD 157 k +6,050 +13%
Raymond James Trust
14
Raymond James Trust
Florida
USD 1.17 M – – –
Stratos Wealth Partners
15
Stratos Wealth Partners
Ohio
USD 1.11 M -USD 119 k -4,581 -9%
UMB Bank
16
UMB Bank
Missouri
USD 422 k -USD 10.4 k -401 -2%
Goldman Sachs
17
Goldman Sachs
New York
USD 416 k +USD 432 k +16,584 Nuevas
Patriot Financial Group Insurance Agency
18
Patriot Financial Group Insurance Agency
Massachusetts
USD 408 k +USD 5.88 k +226 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 371 k -USD 111 k -4,249 -22%
Versant Capital Management
20
Versant Capital Management
Arizona
USD 345 k – – –
WAP
21
Wealthcare Advisory Partners
Pennsylvania
USD 317 k +USD 51.8 k +1,990 +19%
Kestra Advisory Services
22
Kestra Advisory Services
Texas
USD 265 k +USD 6.84 k +263 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 209 k -USD 1.3 k -50 -0.6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
USD 201 k – – –
Advisory Services Network
25
Advisory Services Network
Georgia
USD 176 k -USD 13.5 k -517 -7%
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