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Congress SMid Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$223M -$3.96M -117,847 -2%
Morgan Stanley
2
Morgan Stanley
New York
$62.2M +$4.22M +125,619 +8%
GT
3
Glenview Trust
Kentucky
$45.8M +$1.4M +41,789 +3%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$37.7M +$4.54M +135,164 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.8M +$4.39M +130,738 +16%
HighTower Advisors
6
HighTower Advisors
Illinois
$15.5M +$8.02M +238,570 +127%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.1M -$766K -22,810 -6%
Stifel Financial
8
Stifel Financial
Missouri
$9.52M +$1.83M +54,374 +26%
BB
9
Berkshire Bank
Massachusetts
$7.79M +$1.06M +31,506 +17%
IWC
10
Integrated Wealth Concepts
Massachusetts
$7.09M +$1.77M +52,587 +37%
Nuveen
11
Nuveen
North Carolina
$5.72M +$5.27M +156,838 New
CP
12
Clarendon Private
Massachusetts
$4.82M -$236K -7,020 -5%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$4.69M +$1.51M +44,794 +52%
CAM
14
Congress Asset Management
Massachusetts
$3.95M -$34.3K -1,022 -0.9%
MOS
15
MGO One Seven
Ohio
$2.71M -$13.2M -391,411 -84%
AWM
16
Apollon Wealth Management
South Carolina
$1.55M +$254K +7,548 +22%
PWG
17
Portside Wealth Group
Utah
$902K -$2.02M -60,145 -71%
DWM
18
Diversify Wealth Management
Utah
$810K -$314K -9,335 -28%
DAS
19
Diversify Advisory Services
Utah
$810K +$799K +23,787 New
GWM
20
GK Wealth Management
Nevada
$729K +$671K +19,965 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$593K +$315K +9,364 +136%
NG
22
Norden Group
Utah
$593K +$1.85K +55 +0.3%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$544K +$42.6K +1,267 +9%
BCI
24
Brinker Capital Investments
Pennsylvania
$532K -$9.54K -284 -2%
ACA
25
Aptus Capital Advisors
Alabama
$449K +$84.4K +2,513 +26%