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Vert Global Sustainable Real Estate ETF

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