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
$241M +$7M +216,440 +3%
GT
2
Glenview Trust
Kentucky
$31.2M +$1.19M +36,901 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.4M +$926K +28,646 +5%
Morgan Stanley
4
Morgan Stanley
New York
$16.8M +$8.19M +253,342 +101%
MOS
5
MGO One Seven
Ohio
$13.6M +$1.6M +49,592 +14%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.5M +$10.1M +313,681 +16,363%
IWC
7
Integrated Wealth Concepts
Massachusetts
$3.75M +$529K +16,371 +17%
CAM
8
Congress Asset Management
Massachusetts
$2.5M +$262K +8,105 +12%
GWM
9
Gibbs Wealth Management
Georgia
$2.29M -$296K -9,150 -12%
CP
10
Clarendon Private
Massachusetts
$2.13M +$64.1K +1,982 +3%
Stifel Financial
11
Stifel Financial
Missouri
$1.69M +$1.26M +38,988 +336%
PWG
12
Portside Wealth Group
Utah
$1.4M +$405K +12,511 +43%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.25M -$393K -12,145 -24%
BIG
14
Brooklyn Investment Group
New York
$909K
DAS
15
Diversify Advisory Services
Utah
$895K +$55.9K +1,730 +7%
AWM
16
Apollon Wealth Management
South Carolina
$887K +$861K +26,627 New
NG
17
Norden Group
Utah
$737K -$7.34K -227 -1%
QCM
18
Quantinno Capital Management
New York
$313K +$64.1K +1,981 +27%
GWM
19
GK Wealth Management
Nevada
$312K +$303K +9,367 New
PA
20
PFG Advisors
Arizona
$283K +$7.34K +227 +3%
DWM
21
Diversify Wealth Management
Utah
$263K -$57.6K -1,782 -18%
FNWA
22
Financial Network Wealth Advisors
Utah
$256K +$905 +28 +0.4%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$250K +$243K +7,518 New
ACA
24
Aptus Capital Advisors
Alabama
$242K +$5.01K +155 +2%
RWM
25
Revisor Wealth Management
Ohio
$234K +$226K +6,999 New