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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 5 M +USD 146 k +6,202 +3%
Dynamic Advisor Solutions
2
Dynamic Advisor Solutions
Arizona
USD 4.89 M +USD 131 k +5,563 +3%
Morgan Stanley
3
Morgan Stanley
New York
USD 4.75 M +USD 101 k +4,277 +2%
JWS
4
Juncture Wealth Strategies
Arizona
USD 3 M -USD 69.3 k -2,949 -2%
ACM
5
Anfield Capital Management
California
USD 1.13 M +USD 76.7 k +3,264 +7%
Raymond James Financial Services Advisors
6
Raymond James Financial Services Advisors
Florida
USD 1.08 M -USD 1.35 M -57,624 -56%
LPL Financial
7
LPL Financial
California
USD 1.02 M -USD 80.5 k -3,426 -7%
Atomi Financial Group
8
Atomi Financial Group
New York
USD 925 k +USD 916 k +38,964 Nuevas
Stratos Wealth Partners
9
Stratos Wealth Partners
Ohio
USD 804 k +USD 45 k +1,913 +6%
New England Private Wealth Advisors
10
New England Private Wealth Advisors
Massachusetts
USD 743 k -USD 130 k -5,544 -15%
Jane Street
11
Jane Street
New York
USD 707 k +USD 94.1 k +4,002 +16%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 638 k +USD 82.5 k +3,511 +15%
Raymond James Trust
13
Raymond James Trust
Florida
USD 631 k – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
USD 451 k +USD 446 k +18,990 Nuevas
Goldman Sachs
15
Goldman Sachs
New York
USD 425 k – – –
WAP
16
Wealthcare Advisory Partners
Pennsylvania
USD 397 k -USD 45.7 k -1,946 -10%
Versant Capital Management
17
Versant Capital Management
Arizona
USD 274 k -USD 52 k -2,213 -16%
UMB Bank
18
UMB Bank
Missouri
USD 260 k -USD 42.3 k -1,798 -14%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
USD 190 k – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 135 k – – –
Continuum Advisory
21
Continuum Advisory
Idaho
USD 131 k -USD 72.8 k -3,097 -36%
Farther Finance Advisors
22
Farther Finance Advisors
California
USD 82.7 k +USD 4 k +170 +5%
Private Trust Company
23
Private Trust Company
Ohio
USD 37.9 k – – –
Comerica Bank
24
Comerica Bank
Texas
USD 13.3 k – – –
UBS Group
25
UBS Group
Switzerland
USD 6.55 k -USD 42 k -1,786 -87%
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