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ALPS Active REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
1
Ellsworth Advisors
Ohio
$3.91M +$168K +6,326 +5%
AWA
2
Arete Wealth Advisors
Illinois
$1.26M +$87K +3,276 +7%
KPWS
3
Kestra Private Wealth Services
Texas
$856K +$5.55K +209 +0.6%
P
4
&Partners
Tennessee
$700K -$749K -28,211 -51%
SF
5
Summit Financial
New Jersey
$275K -$75.4K -2,839 -21%
GS
6
GTS Securities
Florida
$270K -$218K -8,191 -44%
Two Sigma Investments
7
Two Sigma Investments
New York
$252K +$255K +9,600 New
FA
8
Fermata Advisors
California
$238K -$690 -26 -0.3%
PEA
9
Park Edge Advisors
Ohio
$201K +$204K +7,668 New
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$84.5K -$14.1K -532 -14%
HI
11
Harbour Investments
Wisconsin
$48.6K
KAS
12
Kestra Advisory Services
Texas
$37.7K +$38.1K +1,434 New
CA
13
Clearstead Advisors
Ohio
$4.86K +$4.91K +185 New
TFGT
14
TS Financial Group (TSFG)
Illinois
$2K
WWA
15
Wealth Watch Advisors
Colorado
$946
Osaic Holdings
16
Osaic Holdings
Arizona
$288 +$292 +11 New
AO
17
Advisor OS
Illinois
-$327K -12,193 Closed
UBS Group
18
UBS Group
Switzerland
-$70.3K -2,624 Closed
MSG
19
Main Street Group
Virginia
-$64.1K -2,390 Closed
FFA
20
Farther Finance Advisors
California
-$36.3K -1,354 Closed
PS
21
Principal Securities
Iowa
-$20K -748 Closed
MCM
22
Manchester Capital Management
Vermont
-$161 -6 Closed
AWM
23
AE Wealth Management
Kansas
-$86 -3 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$31 -1 Closed