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Vert Global Sustainable Real Estate ETF
VGSR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1
Abacus Wealth Partners
California
$137M +$135M +13,714,641 New
BJL
2
Brighton Jones LLC
Washington
$26.8M +$26.6M +2,694,263 New
MWM
3
Merriman Wealth Management
Washington
$17.6M +$17.4M +1,765,208 New
AP
4
Adero Partners
California
$13.3M +$13.2M +1,335,449 New
FPF
5
First Pacific Financial
Washington
$10.7M +$10.6M +1,070,333 New
MWM
6
Mission Wealth Management
California
$8.26M +$8.19M +829,786 New
HighTower Advisors
7
HighTower Advisors
Illinois
$6.4M +$6.34M +642,522 New
BRIA
8
Balanced Rock Investment Advisors
Massachusetts
$4.56M +$4.52M +458,081 New
CCM
9
Colorado Capital Management
Colorado
$4.43M +$4.39M +444,493 New
WCWM
10
Willow Creek Wealth Management
California
$3.36M +$3.33M +337,724 New
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$2.88M +$2.86M +289,634 New
KOC
12
Koss-Olinger Consulting
Florida
$2.84M +$2.82M +285,568 New
FPAS
13
Focus Partners Advisor Solutions
Missouri
$2.69M +$2.66M +269,601 New
PWM
14
Perigon Wealth Management
California
$2.46M +$2.43M +246,770 New
RLIM
15
Red Lighthouse Investment Management
New York
$2.38M +$2.36M +239,446 New
SC
16
Savant Capital
Illinois
$2.13M +$2.11M +213,579 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.4M +$1.38M +140,347 New
HWM
18
Hemington Wealth Management
Virginia
$1.34M +$1.33M +134,301 New
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.33M +$1.32M +134,030 New
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$1.32M +$1.31M +132,273 New
LFA
21
Level Financial Advisors
New York
$951K +$942K +95,475 New
MWM
22
Modera Wealth Management
New Jersey
$703K +$697K +70,606 New
WWP
23
Waypoint Wealth Partners
California
$667K +$660K +66,934 New
PHIC
24
Pine Haven Investment Counsel
Massachusetts
$559K +$554K +56,145 New
SOAG
25
Silver Oak Advisory Group
Oregon
$553K +$548K +55,568 New
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