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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 218 M +USD 9.9 M +339,332 +5%
Glenview Trust
2
Glenview Trust
Kentucky
USD 28.1 M +USD 4.12 M +141,474 +19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 16.3 M +USD 6.91 M +237,404 +83%
MGO One Seven
4
MGO One Seven
Ohio
USD 11.2 M +USD 1.69 M +58,116 +19%
Congress Wealth Management
5
Congress Wealth Management
Massachusetts
USD 8.48 M +USD 719 k +24,723 +10%
Morgan Stanley
6
Morgan Stanley
New York
USD 7.83 M +USD 7.12 M +244,712 +3,894%
Integrated Wealth Concepts
7
Integrated Wealth Concepts
Massachusetts
USD 3 M +USD 2.8 M +96,254 Nuevas
GWM
8
Gibbs Wealth Management
Georgia
USD 2.43 M +USD 178 k +6,115 +9%
Congress Asset Management
9
Congress Asset Management
Massachusetts
USD 2.09 M +USD 1.95 M +67,059 Nuevas
Clarendon Private
10
Clarendon Private
Massachusetts
USD 1.94 M +USD 600 k +20,633 +50%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
USD 1.55 M -USD 8.88 k -305 -0.6%
Portside Wealth Group
12
Portside Wealth Group
Utah
USD 917 k -USD 45.6 k -1,567 -5%
Brooklyn Investment Group
13
Brooklyn Investment Group
New York
USD 909 k +USD 821 k +28,198 +3,000%
Diversify Advisory Services
14
Diversify Advisory Services
Utah
USD 822 k -USD 207 k -7,098 -22%
TownSquare Capital
15
TownSquare Capital
Utah
USD 712 k -USD 9.32 M -320,401 -93%
Norden Group
16
Norden Group
Utah
USD 697 k – – –
UBS Group
17
UBS Group
Switzerland
USD 414 k +USD 78.1 k +2,684 +25%
Stifel Financial
18
Stifel Financial
Missouri
USD 362 k +USD 338 k +11,610 Nuevas
Diversify Wealth Management
19
Diversify Wealth Management
Utah
USD 316 k -USD 36.8 k -1,265 -12%
PFG Advisors
20
PFG Advisors
Arizona
USD 258 k +USD 241 k +8,283 Nuevas
Financial Network Wealth Advisors
21
Financial Network Wealth Advisors
Utah
USD 239 k – – –
Quantinno Capital Management
22
Quantinno Capital Management
New York
USD 232 k +USD 216 k +7,430 Nuevas
Aptus Capital Advisors
23
Aptus Capital Advisors
Alabama
USD 222 k +USD 207 k +7,114 Nuevas
Raymond James Financial
24
Raymond James Financial
Florida
USD 74.5 k +USD 69.6 k +2,390 Nuevas
Harbor Investment Advisory
25
Harbor Investment Advisory
Maryland
USD 62 k -USD 4.36 k -150 -7%
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