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Congress SMid Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Hantz Financial Services
1
Hantz Financial Services
Michigan
$136M +$35.2M +1,230,950 +35%
TC
2
TownSquare Capital
Utah
$9.03M +$9.01M +315,085 New
GWM
3
Gibbs Wealth Management
Georgia
$3.25M +$3.24M +113,418 New
Diversify Advisory Services
4
Diversify Advisory Services
Utah
$1.4M +$1.41M +49,230 New
Portside Wealth Group
5
Portside Wealth Group
Utah
$1.31M +$1.3M +45,556 New
Congress Asset Management
6
Congress Asset Management
Massachusetts
$1.15M -$266K -9,300 -19%
Jane Street
7
Jane Street
New York
$743K +$742K +25,939 New
FNWA
8
Financial Network Wealth Advisors
Utah
$660K +$659K +23,047 New
Congress Wealth Management
9
Congress Wealth Management
Massachusetts
$393K +$392K +13,703 New
Old Mission Capital
10
Old Mission Capital
Illinois
$345K +$344K +12,031 New
Norden Group
11
Norden Group
Utah
$266K +$265K +9,282 New
Diversify Wealth Management
12
Diversify Wealth Management
Utah
$200K +$205K +7,175 New
Osaic Holdings
13
Osaic Holdings
Arizona
$140K +$126K +4,404 +943%
Farther Finance Advisors
14
Farther Finance Advisors
California
$26.4K +$26.6K +930 New
UBS Group
15
UBS Group
Switzerland
$24.4K +$3.12K +109 +15%
FFA
16
Frazier Financial Advisors
Ohio
$1.12K – – –