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Vert Global Sustainable Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Westfuller Advisors
New York
$57.1K +$59.4K +5,523 New
SIC
77
SJS Investment Consulting
Ohio
$18.5K -$3.54K -329 -15%
MEG
78
Millstone Evans Group
Colorado
$14.5K – – –
FCG
79
Financial Connections Group
California
$14K +$140 +13 +0.9%
BONH
80
Bank of New Hampshire
New Hampshire
$11.9K – – –
OCM
81
Orion Capital Management
California
$11.4K +$5.71K +531 +93%
Parallel Advisors
82
Parallel Advisors
California
$9.84K – – –
BAM
83
Bellevue Asset Management
Washington
$9.23K +$86 +8 +0.9%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$9K +$9.37K +871 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$8.67K +$9.03K +839 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$4.53K +$4.71K +438 New
Osaic Holdings
87
Osaic Holdings
Arizona
$3.43K -$567K -52,701 -99%
CAM
88
Clarity Asset Management
Iowa
$3K +$54 +5 +2%
Allworth Financial
89
Allworth Financial
California
$20 – – –
Atlantic Union Bankshares
90
Atlantic Union Bankshares
Virginia
$11 +$11 +1 New
GTS Securities
91
GTS Securities
Florida
– -$917K -88,145 Closed
Kestra Advisory Services
92
Kestra Advisory Services
Texas
– -$132K -12,720 Closed
Axxcess Wealth Management
93
Axxcess Wealth Management
California
– -$108K -10,411 Closed
CBT
94
CoreFirst Bank & Trust
Kansas
– -$34.9K -3,351 Closed
BGWM
95
Bridge Generations Wealth Management
Florida
– -$16.2K -1,554 Closed
Spire Wealth Management
96
Spire Wealth Management
Virginia
– -$3.73K -359 Closed
CYG
97
Clean Yield Group
Vermont
– -$1.54K -148 Closed