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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 241 M +USD 7 M +216,440 +3%
Glenview Trust
2
Glenview Trust
Kentucky
USD 31.2 M +USD 1.19 M +36,901 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 18.4 M +USD 926 k +28,646 +5%
Morgan Stanley
4
Morgan Stanley
New York
USD 16.8 M +USD 8.19 M +253,342 +101%
MGO One Seven
5
MGO One Seven
Ohio
USD 13.6 M +USD 1.6 M +49,592 +14%
Osaic Holdings
6
Osaic Holdings
Arizona
USD 10.5 M +USD 10.1 M +313,681 +16,363%
Integrated Wealth Concepts
7
Integrated Wealth Concepts
Massachusetts
USD 3.75 M +USD 529 k +16,371 +17%
Congress Asset Management
8
Congress Asset Management
Massachusetts
USD 2.5 M +USD 262 k +8,105 +12%
GWM
9
Gibbs Wealth Management
Georgia
USD 2.29 M -USD 296 k -9,150 -12%
Clarendon Private
10
Clarendon Private
Massachusetts
USD 2.13 M +USD 64.1 k +1,982 +3%
Stifel Financial
11
Stifel Financial
Missouri
USD 1.69 M +USD 1.26 M +38,988 +336%
Portside Wealth Group
12
Portside Wealth Group
Utah
USD 1.4 M +USD 405 k +12,511 +43%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
USD 1.25 M -USD 393 k -12,145 -24%
Brooklyn Investment Group
14
Brooklyn Investment Group
New York
USD 909 k – – –
Diversify Advisory Services
15
Diversify Advisory Services
Utah
USD 895 k +USD 55.9 k +1,730 +7%
Apollon Wealth Management
16
Apollon Wealth Management
South Carolina
USD 887 k +USD 861 k +26,627 Nuevas
Norden Group
17
Norden Group
Utah
USD 737 k -USD 7.34 k -227 -1%
Quantinno Capital Management
18
Quantinno Capital Management
New York
USD 313 k +USD 64.1 k +1,981 +27%
GK Wealth Management
19
GK Wealth Management
Nevada
USD 312 k +USD 303 k +9,367 Nuevas
PFG Advisors
20
PFG Advisors
Arizona
USD 283 k +USD 7.34 k +227 +3%
Diversify Wealth Management
21
Diversify Wealth Management
Utah
USD 263 k -USD 57.6 k -1,782 -18%
Financial Network Wealth Advisors
22
Financial Network Wealth Advisors
Utah
USD 256 k +USD 905 +28 +0.4%
Jones Financial Companies
23
Jones Financial Companies
Missouri
USD 250 k +USD 243 k +7,518 Nuevas
Aptus Capital Advisors
24
Aptus Capital Advisors
Alabama
USD 242 k +USD 5.01 k +155 +2%
Revisor Wealth Management
25
Revisor Wealth Management
Ohio
USD 234 k +USD 226 k +6,999 Nuevas
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