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Congress SMid Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$237M +$8.73M +267,983 +4%
Morgan Stanley
2
Morgan Stanley
New York
$40M +$24.8M +759,571 +151%
GT
3
Glenview Trust
Kentucky
$31.5M +$1.89M +58,000 +6%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$21.7M +$21.1M +648,679 +1,724%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20M +$2.6M +79,720 +14%
MOS
6
MGO One Seven
Ohio
$14.6M +$1.68M +51,514 +13%
Osaic Holdings
7
Osaic Holdings
Arizona
$11M +$1.1M +33,843 +11%
BIG
8
Brooklyn Investment Group
New York
$5.41M +$4.53M +139,060 +477%
IWC
9
Integrated Wealth Concepts
Massachusetts
$3.87M +$323K +9,910 +9%
Stifel Financial
10
Stifel Financial
Missouri
$3.38M +$1.83M +56,177 +111%
BB
11
Berkshire Bank
Massachusetts
$3.3M +$3.4M +104,448 New
CP
12
Clarendon Private
Massachusetts
$2.6M +$587K +18,017 +28%
CAM
13
Congress Asset Management
Massachusetts
$2.6M +$226K +6,943 +9%
GWM
14
Gibbs Wealth Management
Georgia
$2.11M -$182K -5,569 -8%
PWG
15
Portside Wealth Group
Utah
$1.82M +$514K +15,772 +38%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$1.26M +$1.06M +32,446 +432%
AWM
17
Apollon Wealth Management
South Carolina
$1M +$165K +5,069 +19%
DAS
18
Diversify Advisory Services
Utah
$889K -$38.8K -1,190 -4%
GWM
19
GK Wealth Management
Nevada
$846K +$567K +17,395 +186%
RWM
20
Revisor Wealth Management
Ohio
$706K +$455K +13,974 +200%
NG
21
Norden Group
Utah
$701K +$1.47K +45 +0.2%
DWM
22
Diversify Wealth Management
Utah
$557K +$280K +8,598 +108%
Jane Street
23
Jane Street
New York
$544K +$561K +17,220 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$532K +$548K +16,827 New
Natixis Advisors
25
Natixis Advisors
Massachusetts
$362K +$374K +11,461 New