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Congress SMid Growth ETF
CSMD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Hantz Financial Services
1
Hantz Financial Services
Michigan
USD 223 M -USD 3.96 M -117,847 -2%
Morgan Stanley
2
Morgan Stanley
New York
USD 62.2 M +USD 4.22 M +125,619 +8%
Glenview Trust
3
Glenview Trust
Kentucky
USD 45.8 M +USD 1.4 M +41,789 +3%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
USD 37.7 M +USD 4.54 M +135,164 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 34.8 M +USD 4.39 M +130,738 +16%
HighTower Advisors
6
HighTower Advisors
Illinois
USD 15.5 M +USD 8.02 M +238,570 +127%
Osaic Holdings
7
Osaic Holdings
Arizona
USD 13.1 M -USD 766 k -22,810 -6%
Stifel Financial
8
Stifel Financial
Missouri
USD 9.5 M +USD 1.83 M +54,374 +26%
BB
9
Berkshire Bank
Massachusetts
USD 7.79 M +USD 1.06 M +31,506 +17%
Nuveen
10
Nuveen
North Carolina
USD 5.72 M +USD 5.27 M +156,838 Nuevas
Integrated Wealth Concepts
11
Integrated Wealth Concepts
Massachusetts
USD 5.17 M -USD 5.18 k -154 -0.1%
CP
12
Clarendon Private
Massachusetts
USD 4.82 M -USD 236 k -7,020 -5%
Jones Financial Companies
13
Jones Financial Companies
Missouri
USD 4.69 M +USD 1.51 M +44,794 +52%
Congress Asset Management
14
Congress Asset Management
Massachusetts
USD 3.95 M -USD 34.3 k -1,022 -0.9%
MGO One Seven
15
MGO One Seven
Ohio
USD 2.71 M -USD 13.2 M -391,411 -84%
Apollon Wealth Management
16
Apollon Wealth Management
South Carolina
USD 1.55 M +USD 254 k +7,548 +22%
Portside Wealth Group
17
Portside Wealth Group
Utah
USD 902 k -USD 2.02 M -60,145 -71%
Diversify Wealth Management
18
Diversify Wealth Management
Utah
USD 810 k -USD 314 k -9,335 -28%
Diversify Advisory Services
19
Diversify Advisory Services
Utah
USD 810 k +USD 799 k +23,787 Nuevas
GWM
20
GK Wealth Management
Nevada
USD 729 k +USD 671 k +19,965 Nuevas
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
USD 593 k +USD 315 k +9,364 +136%
Norden Group
22
Norden Group
Utah
USD 593 k +USD 1.85 k +55 +0.3%
Natixis Advisors
23
Natixis Advisors
Massachusetts
USD 544 k +USD 42.6 k +1,267 +9%
Brinker Capital Investments
24
Brinker Capital Investments
Pennsylvania
USD 532 k -USD 9.5 k -284 -2%
Aptus Capital Advisors
25
Aptus Capital Advisors
Alabama
USD 449 k +USD 84.4 k +2,513 +26%
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