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Hennessy Sustainable ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1
Robertson Stephens Wealth Management
California
$22M +$168K +6,457 +0.8%
Cerity Partners
2
Cerity Partners
New York
$547K
JMPWA
3
JP Morgan Private Wealth Advisors
California
$535K +$525K +20,194 New
Osaic Holdings
4
Osaic Holdings
Arizona
$64.8K +$13.5K +521 +27%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.72K +297 New
UBS Group
6
UBS Group
Switzerland
$2.04K -$4.5K -173 -69%