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Vert Global Sustainable Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$221K -$9.48K -929 -4%
DAS
52
Dynamic Advisor Solutions
Arizona
$212K +$48.4K +4,748 +31%
LPL Financial
53
LPL Financial
California
$207K +$31.7K +3,109 +19%
B
54
BetterWealth
California
$177K
MFC
55
Morris Financial Concepts
South Carolina
$174K +$18.8K +1,845 +13%
EI
56
Ethic Inc
New York
$173K -$21.6K -2,114 -11%
CAG
57
Crestwood Advisors Group
Massachusetts
$169K -$4.85K -475 -3%
AF
58
Advisornet Financial
Minnesota
$142K +$1.23K +121 +0.9%
PWM
59
Parkworth Wealth Management
California
$113K +$17.3K +1,693 +19%
GWS
60
Greykasell Wealth Strategies
California
$75.1K
AP
61
Aspect Partners
Virginia
$71.1K
Morgan Stanley
62
Morgan Stanley
New York
$37.4K +$36.5K +3,574 New
SIC
63
SJS Investment Consulting
Ohio
$30.6K
PA
64
Parallel Advisors
California
$18.6K
BGWM
65
Bridge Generations Wealth Management
Florida
$16.3K
FCG
66
Financial Connections Group
California
$14K +$143 +14 +1%
BONH
67
Bank of New Hampshire
New Hampshire
$12.1K
BAM
68
Bellevue Asset Management
Washington
$9.1K +$82 +8 +0.9%
Comerica Bank
69
Comerica Bank
Texas
$5.17K +$5.04K +494 New
US Bancorp
70
US Bancorp
Minnesota
$4.97K +$4.85K +475 New
CAM
71
Clarity Asset Management
Iowa
$2.96K +$2.89K +283 New
OCM
72
Orion Capital Management
California
$1.86K
CYG
73
Clean Yield Group
Vermont
$1.55K
AF
74
Allworth Financial
California
$20
Jane Street
75
Jane Street
New York
-$513K -50,586 Closed