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Vert Global Sustainable Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$2.02M -$88.4K -8,665 -4%
PCIA
27
Prime Capital Investment Advisors
Kansas
$1.94M -$881K -86,394 -32%
AIC
28
Allodium Investment Consultants
Minnesota
$1.89M +$4.59K +450 +0.2%
Northern Trust
29
Northern Trust
Illinois
$1.63M
HWM
30
Hemington Wealth Management
Virginia
$1.37M -$82 -8 -0%
LFA
31
Level Financial Advisors
New York
$1.03M +$23.2K +2,270 +2%
SOAG
32
Silver Oak Advisory Group
Oregon
$810K +$122K +11,976 +18%
WWP
33
Waypoint Wealth Partners
California
$801K +$47.8K +4,687 +7%
IFA
34
Index Fund Advisors
California
$785K +$12.7K +1,243 +2%
Betterment LLC
35
Betterment LLC
New York
$764K -$160K -15,682 -18%
MWM
36
Modera Wealth Management
New Jersey
$713K +$3.32K +325 +0.5%
PHIC
37
Pine Haven Investment Counsel
Massachusetts
$712K +$15K +1,475 +2%
AWM
38
Ariadne Wealth Management
California
$476K -$154K -15,125 -25%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$425K -$7.25K -711 -2%
DADC
40
D.A. Davidson & Co
Montana
$424K -$7.2K -706 -2%
NL
41
NWAM LLC
Washington
$415K -$24.3K -2,381 -6%
AWMM
42
Aegis Wealth Management (Maryland)
Maryland
$376K
MWM
43
Modern Wealth Management
Kansas
$370K +$361K +35,410 New
PWMG
44
Private Wealth Management Group
New Jersey
$362K -$8.96K -878 -2%
EH
45
Equitable Holdings
New York
$311K +$7.79K +764 +3%
AC
46
Apella Capital
Connecticut
$261K +$58.6K +5,744 +30%
TAM
47
Trillium Asset Management
Massachusetts
$247K
Corient Private Wealth
48
Corient Private Wealth
Florida
$243K -$185K -18,119 -44%
JWM
49
JDH Wealth Management
California
$232K
FAFN
50
First Affirmative Financial Network
Colorado
$232K -$6.83K -670 -3%