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Congress SMid Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$191M -$42M -1,271,377 -17%
Morgan Stanley
2
Morgan Stanley
New York
$48.5M +$10.4M +315,071 +25%
GT
3
Glenview Trust
Kentucky
$37.2M +$7.13M +216,017 +22%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$27.6M +$7.01M +212,163 +31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.3M +$6.26M +189,538 +30%
MOS
6
MGO One Seven
Ohio
$14.3M +$159K +4,812 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.7M +$1.06M +32,198 +9%
Stifel Financial
8
Stifel Financial
Missouri
$6.34M +$3.29M +99,726 +93%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.75M +$6.18M +187,221 New
BB
10
Berkshire Bank
Massachusetts
$5.59M +$2.56M +77,455 +74%
IWC
11
Integrated Wealth Concepts
Massachusetts
$4.35M +$633K +19,171 +16%
BIG
12
Brooklyn Investment Group
New York
$4.35M -$878K -26,578 -16%
CP
13
Clarendon Private
Massachusetts
$4.27M +$1.88M +56,883 +69%
CAM
14
Congress Asset Management
Massachusetts
$3.36M +$897K +27,170 +33%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$2.64M +$1.55M +46,823 +117%
PWG
16
Portside Wealth Group
Utah
$2.61M +$898K +27,177 +47%
GWM
17
Gibbs Wealth Management
Georgia
$1.9M -$40.8K -1,236 -2%
Jane Street
18
Jane Street
New York
$1.18M +$700K +21,191 +123%
AWM
19
Apollon Wealth Management
South Carolina
$1.07M +$103K +3,132 +10%
DWM
20
Diversify Wealth Management
Utah
$1.05M +$548K +16,586 +100%
RWM
21
Revisor Wealth Management
Ohio
$505K -$149K -4,526 -22%
NG
22
Norden Group
Utah
$497K -$198K -5,984 -27%
BCI
23
Brinker Capital Investments
Pennsylvania
$456K +$274K +8,285 +126%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$419K +$72.6K +2,199 +19%
Goldman Sachs
25
Goldman Sachs
New York
$401K +$431K +13,044 New