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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
$6.26M -$96.1K -3,983 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$5.92M +$858K +35,553 +17%
DAS
3
Dynamic Advisor Solutions
Arizona
$5.44M +$331K +13,731 +6%
MCM
4
MAI Capital Management
Ohio
$2.17M -$406K -16,806 -16%
SWP
5
Stratos Wealth Partners
Ohio
$1.38M +$44K +1,824 +3%
LPL Financial
6
LPL Financial
California
$1.35M +$153K +6,346 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$909K +$925K +38,312 New
BCI
8
Brinker Capital Investments
Pennsylvania
$608K +$283K +11,718 +84%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$474K -$76K -3,149 -14%
Goldman Sachs
10
Goldman Sachs
New York
$425K -$410 -17 -0.1%
Two Sigma Investments
11
Two Sigma Investments
New York
$275K -$79.7K -3,300 -22%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$220K +$224K +9,265 New
GIA
13
Gladstone Institutional Advisory
Florida
$219K +$222K +9,214 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$210K +$1.45K +60 +0.7%
VCM
15
Versant Capital Management
Arizona
$181K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$163K +$87.4K +3,620 +112%
PWMA
17
Pension & Wealth Management Advisors
Massachusetts
$99.7K – – –
UB
18
UMB Bank
Missouri
$80.7K -$53.6K -2,219 -39%
PTC
19
Private Trust Company
Ohio
$15.1K – – –
Comerica Bank
20
Comerica Bank
Texas
$12.7K -$24.1K -1,000 -65%
KFAS
21
Keating Financial Advisory Services
Kansas
$12K +$12.2K +504 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9K -$270K -11,200 -97%
UBS Group
23
UBS Group
Switzerland
$5.81K +$5.91K +245 New
HI
24
Harbour Investments
Wisconsin
$237 – – –
ASN
25
Advisory Services Network
Georgia
– -$8.51K -345 Closed
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