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Vert Global Sustainable Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTS Securities
76
GTS Securities
Florida
– -$316K -31,155 Closed
CWM
77
Comprehensive Wealth Management
Washington
– -$297K -29,306 Closed
JP Morgan Chase
78
JP Morgan Chase
New York
– -$254K -25,000 Closed
SFP
79
SwitchPoint Financial Planning
Utah
– -$185K -18,261 Closed
CCM
80
Cloud Capital Management
Washington
– -$176K -17,536 Closed
EMAM
81
Encompass More Asset Management
California
– -$129K -12,714 Closed
QFA
82
Quantum Financial Advisors
California
– -$114K -11,212 Closed
Atria Wealth Solutions
83
Atria Wealth Solutions
New York
– -$105K -10,341 Closed