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Hennessy Sustainable ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1
Robertson Stephens Wealth Management
California
$22.1M -$219K -8,346 -1%
Cerity Partners
2
Cerity Partners
New York
$556K
GS
3
GTS Securities
Florida
$315K +$307K +11,703 New
Osaic Holdings
4
Osaic Holdings
Arizona
$69K +$2.97K +113 +5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8K
JMPWA
6
JP Morgan Private Wealth Advisors
California
-$535K -20,194 Closed
UBS Group
7
UBS Group
Switzerland
-$2.04K -77 Closed