We are live on ! Find out more
CSMD icon

Congress SMid Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
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
DAS
4
Diversify Advisory Services
Utah
$1.4M +$1.41M +49,230 New
PWG
5
Portside Wealth Group
Utah
$1.31M +$1.3M +45,556 New
CAM
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
CWM
9
Congress Wealth Management
Massachusetts
$393K +$392K +13,703 New
OMC
10
Old Mission Capital
Illinois
$345K +$344K +12,031 New
NG
11
Norden Group
Utah
$266K +$265K +9,282 New
DWM
12
Diversify Wealth Management
Utah
$200K +$205K +7,175 New
Osaic Holdings
13
Osaic Holdings
Arizona
$140K +$126K +4,404 +943%
FFA
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