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icono de VGSR

Vert Global Sustainable Real Estate ETF
VGSR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Abacus Wealth Partners
1
Abacus Wealth Partners
California
USD 126 M -USD 17.8 M -1,594,369 -13%
Brighton Jones LLC
2
Brighton Jones LLC
Washington
USD 44 M +USD 2.16 M +193,654 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
USD 37.7 M -USD 2.49 M -222,564 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
USD 22.8 M +USD 5.51 M +492,777 +33%
First Pacific Financial
5
First Pacific Financial
Washington
USD 17.3 M +USD 77.9 k +6,970 +0.5%
Wealthspire Advisors (New York)
6
Wealthspire Advisors (New York)
New York
USD 17.3 M +USD 16.9 M +1,516,164 Nuevas
Forum Financial Management
7
Forum Financial Management
Illinois
USD 15.4 M +USD 339 k +30,351 +2%
Savant Capital
8
Savant Capital
Illinois
USD 12.3 M +USD 6.89 M +616,329 +122%
PFG Investments
9
PFG Investments
New York
USD 10.3 M -USD 184 k -16,493 -2%
NI
10
Natural Investments
California
USD 10 M +USD 768 k +68,736 +8%
SWA
11
SOA Wealth Advisors
New York
USD 7.13 M +USD 960 k +85,898 +16%
WWA
12
WCG Wealth Advisors
Nevada
USD 7.11 M +USD 879 k +78,653 +14%
CCM
13
Colorado Capital Management
Colorado
USD 6.84 M +USD 115 k +10,251 +2%
MASECO Private Wealth
14
MASECO Private Wealth
USD 6 M +USD 290 k +25,963 +5%
Mission Wealth Management
15
Mission Wealth Management
California
USD 5.65 M -USD 1.52 M -135,611 -21%
NBWM
16
North Berkeley Wealth Management
California
USD 5.2 M -USD 265 k -23,694 -5%
Sand Hill Global Advisors
17
Sand Hill Global Advisors
California
USD 4.61 M +USD 88.3 k +7,897 +2%
EP Wealth Advisors
18
EP Wealth Advisors
California
USD 4.19 M +USD 38.1 k +3,407 +0.9%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
USD 3.8 M +USD 30 k +2,686 +0.8%
HighTower Advisors
20
HighTower Advisors
Illinois
USD 3.67 M -USD 128 k -11,427 -3%
Focus Partners Advisor Solutions
21
Focus Partners Advisor Solutions
Missouri
USD 3.61 M -USD 383 k -34,288 -10%
MWM
22
Meritas Wealth Management
California
USD 2.97 M +USD 400 k +35,776 +16%
BRIA
23
Balanced Rock Investment Advisors
Massachusetts
USD 2.95 M +USD 31.7 k +2,839 +1%
AIC
24
Allodium Investment Consultants
Minnesota
USD 2.93 M +USD 164 k +14,695 +6%
Beacon Pointe Advisors
25
Beacon Pointe Advisors
California
USD 2.84 M +USD 6.86 k +614 +0.2%
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