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TPZ

Tortoise Electrification Infrastructure ETF
TPZ

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1
Journey Advisory Group
Kentucky
$10.4M -$341K -16,537 -3%
BAS
2
Breakthru Advisory Services
Wisconsin
$7.89M +$7.75M +375,510 New
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$6.68M -$1.08M -52,137 -14%
BA
4
Bard Associates
Illinois
$6.01M -$80.4K -3,893 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.13M +$57.7K +2,794 +2%
DADC
6
D.A. Davidson & Co
Montana
$2.78M +$54.3K +2,631 +2%
AAM
7
Advisors Asset Management
Colorado
$2.55M -$21.2K -1,029 -0.8%
Morgan Stanley
8
Morgan Stanley
New York
$2.21M -$122K -5,916 -5%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$2.12M +$25K +1,210 +1%
LPL Financial
10
LPL Financial
California
$2.02M +$17.3K +840 +0.9%
Jane Street
11
Jane Street
New York
$1.87M +$1.84M +89,183 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.63M -$10.4K -503 -0.6%
UPS
13
UHLMANN PRICE SECURITIES
Illinois
$1.58M +$442K +21,418 +40%
GS
14
GTS Securities
Florida
$913K +$238K +11,520 +36%
Truist Financial
15
Truist Financial
North Carolina
$596K -$4.67K -226 -0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$528K -$25.6K -1,240 -5%
MCM
17
MAI Capital Management
Ohio
$473K +$1.78K +86 +0.4%
CAM
18
Concorde Asset Management
Michigan
$386K +$376K +18,225 New
UBS Group
19
UBS Group
Switzerland
$345K -$567K -27,465 -63%
Raymond James Financial
20
Raymond James Financial
Florida
$341K -$28K -1,355 -8%
Creative Planning
21
Creative Planning
Kansas
$318K +$1.8K +87 +0.6%
Wells Fargo
22
Wells Fargo
California
$301K -$487K -23,564 -62%
NAS
23
NWF Advisory Services
California
$292K – – –
First Trust Advisors
24
First Trust Advisors
Illinois
$266K +$42.5K +2,059 +19%
MGAM
25
McGowan Group Asset Management
Texas
$254K +$1.28K +62 +0.5%
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