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Congress SMid Growth ETF
CSMD
CSMD
34.01
USD
+0.33
0.98%
At close
Updated
Sep 3, 4:00 PM EDT
Pre-market
After hours
1 day
0.98%
5 days
-3.02%
1 month
-1.39%
3 months
-2.86%
6 months
2.59%
Year to date
5.75%
1 year
5.26%
5 years
35.82%
10 years
35.82%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
HIA
26
Harbor Investment Advisory
Lutherville,
Maryland
| $64.6K | -$1.62K | -50 | -3% |
|
| 27 |
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | +$9.99K | +309 | New |
|
| 28 |
28
Comerica Bank
Dallas,
Texas
| $7.13K | – | – | – |
|
| 29 |
PS
29
Principal Securities
Des Moines,
Iowa
| $4.7K | +$4.56K | +141 | New |
|
| 30 |
TC
30
TownSquare Capital
Provo,
Utah
| – | -$712K | -22,850 | Closed |
|
| 31 |
31
UBS Group
Zurich,
Switzerland
| – | -$414K | -13,268 | Closed |
|
| 32 |
32
Raymond James Financial
St Petersburg,
Florida
| – | -$74.5K | -2,390 | Closed |
|
| 33 |
33
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$15.4K | -495 | Closed |
|