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Zacks Small/Mid Cap ETF
SMIZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Avior Wealth Management
1
Avior Wealth Management
Nebraska
USD 45.5 M +USD 5.51 M +131,956 +15%
TRUE Private Wealth Advisors
2
TRUE Private Wealth Advisors
Oregon
USD 34.7 M +USD 4.4 M +105,370 +16%
GeoWealth Management
3
GeoWealth Management
Illinois
USD 16.8 M +USD 3.42 M +81,832 +28%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 13.1 M +USD 3.67 M +87,969 +43%
Steward Partners Investment Advisory
5
Steward Partners Investment Advisory
New York
USD 11.9 M +USD 11.1 M +266,022 +665,055%
Truist Financial
6
Truist Financial
North Carolina
USD 11.4 M +USD 3.66 M +87,678 +52%
CreativeOne Wealth
7
CreativeOne Wealth
Kansas
USD 10.9 M -USD 6.98 M -167,036 -41%
CIS
8
Continental Investors Services
Washington
USD 10.6 M +USD 2.72 M +65,130 +36%
SWMG
9
Sanchez Wealth Management Group
Florida
USD 9.7 M +USD 255 k +6,111 +3%
LPL Financial
10
LPL Financial
California
USD 9.5 M +USD 4.43 M +106,127 +98%
SFG
11
Strive Financial Group
Indiana
USD 9.18 M +USD 6.7 M +160,506 +354%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
USD 6.61 M +USD 406 k +9,709 +7%
Arete Wealth Advisors
13
Arete Wealth Advisors
Illinois
USD 5.08 M -USD 105 k -2,508 -2%
Strategic Blueprint
14
Strategic Blueprint
Georgia
USD 3.54 M +USD 253 k +6,067 +8%
Advisory Services Network
15
Advisory Services Network
Georgia
USD 3.4 M -USD 71.4 k -1,709 -2%
Maia Wealth
16
Maia Wealth
Colorado
USD 3.21 M +USD 313 k +7,502 +12%
MCM
17
M1 Capital Management
Michigan
USD 3.21 M +USD 63.9 k +1,529 +2%
NWM
18
Navigation Wealth Management
Colorado
USD 3 M +USD 358 k +8,573 +15%
Balboa Wealth Partners
19
Balboa Wealth Partners
Arizona
USD 2.44 M -USD 366 k -8,755 -14%
FAL
20
Focused Alpha LLC
Colorado
USD 2.4 M +USD 2.25 M +53,882 Nuevas
Advyzon Investment Management
21
Advyzon Investment Management
Illinois
USD 2.33 M +USD 272 k +6,511 +14%
PFG
22
Prosperity Financial Group
California
USD 2.31 M +USD 22.6 k +540 +1%
Farther Finance Advisors
23
Farther Finance Advisors
California
USD 2.12 M +USD 1.97 M +47,197 +13,258%
AW
24
Alteri Wealth
California
USD 1.83 M -USD 47.6 k -1,139 -3%
Golden State Wealth Management
25
Golden State Wealth Management
California
USD 1.77 M +USD 1.66 M +39,660 Nuevas
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