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Hennessy Sustainable ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1
Robertson Stephens Wealth Management
California
$20.8M -$471K -17,556 -2%
Cerity Partners
2
Cerity Partners
New York
$555K
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$327K +$327K +12,189 New
UCFA
4
United Capital Financial Advisors
Texas
$202K
Osaic Holdings
5
Osaic Holdings
Arizona
$41K
UBS Group
6
UBS Group
Switzerland
$6K +$5.77K +215 New