We are live on ! Find out more
MGMT icon

Ballast Small/Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$4.8M +$4.25M +120,791 +969%
TI
2
Tidal Investments
Wisconsin
$2.98M -$238K -6,773 -8%
BS
3
Boenning & Scattergood
Pennsylvania
$849K +$829K +23,562 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$500K +$488K +13,890 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$471K +$79.7K +2,267 +21%
HB
6
Homrich & Berg
Georgia
$386K
BFEC
7
Benjamin F. Edwards & Company
Missouri
$105K +$102K +2,907 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$36K +$35.4K +1,006 New
Osaic Holdings
9
Osaic Holdings
Arizona
$19K +$18.6K +530 New
UBS Group
10
UBS Group
Switzerland
$6K +$3.9K +111 +185%