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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 167 M +USD 23.8 M +816,925 +17%
TownSquare Capital
2
TownSquare Capital
Utah
USD 11.1 M +USD 1.61 M +55,384 +18%
GWM
3
Gibbs Wealth Management
Georgia
USD 3.37 M -USD 20.1 k -691 -0.6%
MGO One Seven
4
MGO One Seven
Ohio
USD 2.21 M +USD 2.15 M +73,970 Nuevas
Portside Wealth Group
5
Portside Wealth Group
Utah
USD 1.71 M +USD 341 k +11,708 +26%
Diversify Advisory Services
6
Diversify Advisory Services
Utah
USD 1.48 M +USD 21.8 k +749 +2%
Congress Asset Management
7
Congress Asset Management
Massachusetts
USD 1.2 M – – –
Norden Group
8
Norden Group
Utah
USD 880 k +USD 586 k +20,126 +217%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
USD 598 k +USD 582 k +20,000 Nuevas
Congress Wealth Management
10
Congress Wealth Management
Massachusetts
USD 579 k +USD 164 k +5,641 +41%
Old Mission Capital
11
Old Mission Capital
Illinois
USD 497 k +USD 134 k +4,596 +38%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 146 k – – –
Morgan Stanley
13
Morgan Stanley
New York
USD 59.6 k +USD 58 k +1,993 Nuevas
Harbor Investment Advisory
14
Harbor Investment Advisory
Maryland
USD 40.7 k +USD 39.7 k +1,362 Nuevas
UBS Group
15
UBS Group
Switzerland
USD 3.26 k -USD 21.6 k -741 -87%
Frazier Financial Advisors
16
Frazier Financial Advisors
Ohio
USD 1.17 k – – –
Jane Street
17
Jane Street
New York
– -USD 743 k -25,939 Cerradas
Financial Network Wealth Advisors
18
Financial Network Wealth Advisors
Utah
– -USD 660 k -23,047 Cerradas
Diversify Wealth Management
19
Diversify Wealth Management
Utah
– -USD 200 k -7,175 Cerradas
Farther Finance Advisors
20
Farther Finance Advisors
California
– -USD 26.4 k -930 Cerradas