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Congress SMid Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$387K -$23.9K -712 -6%
Farther Finance Advisors
27
Farther Finance Advisors
California
$266K +$245K +7,300 New
RWM
28
Revisor Wealth Management
Ohio
$245K -$327K -9,741 -59%
Raymond James Financial
29
Raymond James Financial
Florida
$228K -$19.9K -591 -9%
FNWA
30
Financial Network Wealth Advisors
Utah
$220K -$34.9K -1,040 -15%
Quantinno Capital Management
31
Quantinno Capital Management
New York
$214K +$197K +5,868 New
CFG
32
Copley Financial Group
California
$212K +$195K +5,815 New
Waverly Advisors
33
Waverly Advisors
Alabama
$208K +$192K +5,705 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$203K -$101 -3 -0.1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$188K +$160K +4,760 +1,190%
JP Morgan Chase
36
JP Morgan Chase
New York
$127K +$87.9K +2,616 +285%
Harbor Investment Advisory
37
Harbor Investment Advisory
Maryland
$97.2K – – –
D.J. St. Germain
38
D.J. St. Germain
Massachusetts
$16.8K – – –
UBS Group
39
UBS Group
Switzerland
$7.81K -$773 -23 -10%
Steward Partners Investment Advisory
40
Steward Partners Investment Advisory
New York
$6.09K +$5.61K +167 New
Blue Trust Inc
41
Blue Trust Inc
Georgia
$3.72K +$3.43K +102 New
Jane Street
42
Jane Street
New York
– -$1.18M -38,411 Closed
Goldman Sachs
43
Goldman Sachs
New York
– -$401K -13,044 Closed
UBS AM
44
UBS AM
Illinois
– -$7.28K -237 Closed