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Congress Large Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$321M +$10.6M +275,531 +3%
BIG
2
Brooklyn Investment Group
New York
$8.07M +$6.7M +173,436 +491%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.26M +$177K +4,576 +3%
CAM
4
Congress Asset Management
Massachusetts
$2.49M -$230K -5,965 -8%
Goldman Sachs
5
Goldman Sachs
New York
$764K – – –
AIM
6
Advyzon Investment Management
Illinois
$678K +$13.9K +359 +2%
HighTower Advisors
7
HighTower Advisors
Illinois
$662K +$670K +17,344 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$546K +$35K +906 +7%
Citadel Advisors
9
Citadel Advisors
Florida
$225K +$228K +5,905 New
Morgan Stanley
10
Morgan Stanley
New York
$48.6K – – –
UBS Group
11
UBS Group
Switzerland
$46.8K -$413K -10,686 -90%
AWM
12
AE Wealth Management
Kansas
$10.8K +$11K +284 New
JP Morgan Chase
13
JP Morgan Chase
New York
– -$91.4K -2,356 Closed
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
– -$12K -309 Closed