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Colterpoint Net Lease Real Estate ETF
NETL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.7M +$405K +15,566 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.67M -$509K -19,565 -5%
VW
3
Vance Wealth
California
$7.68M +$286K +11,002 +4%
CWM
4
Curi Wealth Management
North Carolina
$6.25M +$1.59M +61,136 +33%
DAS
5
Dynamic Advisor Solutions
Arizona
$4.34M -$470K -18,064 -9%
JWS
6
Juncture Wealth Strategies
Arizona
$2.13M +$629K +24,188 +40%
NEPWA
7
New England Private Wealth Advisors
Massachusetts
$2.09M +$2.17M +83,221 New
ACM
8
Anfield Capital Management
California
$2.08M +$120K +4,624 +6%
TW
9
TrinityPoint Wealth
Connecticut
$1.77M -$168K -6,474 -8%
LPL Financial
10
LPL Financial
California
$1.49M -$92.3K -3,545 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.39M +$61.5K +2,363 +4%
HHRDM
12
H&H Retirement Design & Management
Nevada
$1.38M +$1.48M +56,684 New
CA
13
Continuum Advisory
Idaho
$1.31M +$157K +6,050 +13%
RJT
14
Raymond James Trust
Florida
$1.17M – – –
SWP
15
Stratos Wealth Partners
Ohio
$1.11M -$119K -4,581 -9%
UB
16
UMB Bank
Missouri
$422K -$10.4K -401 -2%
Goldman Sachs
17
Goldman Sachs
New York
$416K +$432K +16,584 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$408K +$5.88K +226 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$371K -$111K -4,249 -22%
VCM
20
Versant Capital Management
Arizona
$345K – – –
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$317K +$51.8K +1,990 +19%
KAS
22
Kestra Advisory Services
Texas
$265K +$6.84K +263 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$209K -$1.3K -50 -0.6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$201K – – –
ASN
25
Advisory Services Network
Georgia
$176K -$13.5K -517 -7%
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