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BCSM
Baron SMID Cap ETF
BCSM
BCSM
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8.38M | +$9.1M | +388,354 | New |
|
2
Envestnet Asset Management
Chicago,
Illinois
| $533K | +$579K | +24,687 | New |
|
|
P
3
&Partners
Nashville,
Tennessee
| $533K | +$579K | +24,687 | New |
|
|
CG
4
Caprock Group
Boise,
Idaho
| $236K | +$256K | +10,924 | New |
|
|
1W
5
1776 Wealth
Atlanta,
Georgia
| $223K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $5.91K | +$6.42K | +274 | New |
|
|
SAG
7
SageView Advisory Group
Newport Beach,
California
| – | -$4.84K | -200 | Closed |
|