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Vert Global Sustainable Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
26
Red Lighthouse Investment Management
New York
$2.64M +$15.5K +1,387 +0.6%
Perigon Wealth Management
27
Perigon Wealth Management
California
$2.46M -$5.8K -519 -0.2%
KOC
28
Koss-Olinger Consulting
Florida
$2.18M -$759K -67,868 -26%
Prime Capital Investment Advisors
29
Prime Capital Investment Advisors
Kansas
$1.51M +$2.93K +262 +0.2%
US Bancorp
30
US Bancorp
Minnesota
$1.38M +$22.5K +2,014 +2%
Betterment LLC
31
Betterment LLC
New York
$1.35M +$54K +4,832 +4%
SOAG
32
Silver Oak Advisory Group
Oregon
$1.19M +$96.4K +8,623 +9%
LFA
33
Level Financial Advisors
New York
$1.17M -$8.08K -723 -0.7%
Dynamic Advisor Solutions
34
Dynamic Advisor Solutions
Arizona
$1.16M +$66.6K +5,956 +6%
MAC
35
Mason & Associates (California)
California
$957K -$88.7K -7,935 -9%
PGFG
36
Pine Grove Financial Group
Minnesota
$942K +$9.94K +889 +1%
Index Fund Advisors
37
Index Fund Advisors
California
$929K -$72K -6,445 -7%
PHIC
38
Pine Haven Investment Counsel
Massachusetts
$928K +$19K +1,700 +2%
Modera Wealth Management
39
Modera Wealth Management
New Jersey
$723K -$20.2K -1,811 -3%
Miracle Mile Advisors
40
Miracle Mile Advisors
California
$648K +$476K +42,547 +296%
Osaic Holdings
41
Osaic Holdings
Arizona
$546K +$533K +47,664 +14,357%
BCAM
42
Boston Common Asset Management
Massachusetts
$535K – – –
AWM
43
Ariadne Wealth Management
California
$515K -$11.8K -1,055 -2%
PWMG
44
Private Wealth Management Group
New Jersey
$514K +$46K +4,119 +10%
Corient Private Wealth
45
Corient Private Wealth
Florida
$498K -$105K -9,420 -18%
NL
46
NWAM LLC
Washington
$473K +$11.2K +1,001 +2%
D.A. Davidson & Co
47
D.A. Davidson & Co
Montana
$468K -$21.5K -1,927 -4%
AWMM
48
Aegis Wealth Management (Maryland)
Maryland
$430K – – –
Equitable Holdings
49
Equitable Holdings
New York
$422K +$35.4K +3,168 +9%
AQR Capital Management
50
AQR Capital Management
Connecticut
$420K -$12.2K -1,089 -3%