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Colterpoint Net Lease Real Estate ETF
NETL

Name Holding Trade Value Shares
Change 		Change in
Stake
VW
1
Vance Wealth
California
$11.2M -$1.28M -47,335 -10%
OCPWS
2
One Charles Private Wealth Services
Massachusetts
$9.46M +$455K +16,785 +5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.35M +$269K +9,904 +3%
JWS
4
Juncture Wealth Strategies
Arizona
$5.64M -$3.46M -127,764 -37%
CWM
5
Curi Wealth Management
North Carolina
$5.1M +$544K +20,076 +11%
DAS
6
Dynamic Advisor Solutions
Arizona
$5.07M +$406K +14,970 +8%
TW
7
TrinityPoint Wealth
Connecticut
$5M +$90.9K +3,352 +2%
Morgan Stanley
8
Morgan Stanley
New York
$2.76M +$2.32M +85,658 +395%
ACM
9
Anfield Capital Management
California
$1.94M +$118K +4,369 +6%
LPL Financial
10
LPL Financial
California
$1.78M -$866K -31,946 -32%
SWP
11
Stratos Wealth Partners
Ohio
$1.3M +$6.62K +244 +0.5%
RJT
12
Raymond James Trust
Florida
$1.2M – – –
CA
13
Continuum Advisory
Idaho
$1.14M +$12.5K +460 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$922K +$971K +35,819 New
Citadel Advisors
15
Citadel Advisors
Florida
$722K +$562K +20,742 +285%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$584K – – –
BCP
17
Blackhawk Capital Partners
Wisconsin
$460K -$40.2K -1,483 -8%
Goldman Sachs
18
Goldman Sachs
New York
$443K – – –
Jane Street
19
Jane Street
New York
$418K -$664K -24,469 -60%
VCM
20
Versant Capital Management
Arizona
$352K +$113K +4,167 +44%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$330K +$31.9K +1,176 +10%
KAS
22
Kestra Advisory Services
Texas
$275K -$27.3K -1,005 -9%
UB
23
UMB Bank
Missouri
$257K +$271K +9,991 New
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$248K +$261K +9,636 New
RJA
25
Raymond James & Associates
Florida
$219K -$18.4K -680 -7%
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