We are live on ! Find out more
SMIG icon

Bahl & Gaynor Small/Mid Cap Income Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$824K +$432K +14,325 +102%
OWA
27
ORBA Wealth Advisors
Illinois
$656K +$30.2K +1,001 +5%
KPWS
28
Kestra Private Wealth Services
Texas
$617K +$24K +797 +4%
P
29
&Partners
Tennessee
$615K +$636K +21,095 New
Jane Street
30
Jane Street
New York
$463K +$479K +15,907 New
MWM
31
Merriman Wealth Management
Washington
$463K +$479K +15,900 New
Comerica Bank
32
Comerica Bank
Texas
$410K -$9.82K -326 -2%
William Blair & Company
33
William Blair & Company
Illinois
$339K +$179K +5,935 +104%
SWP
34
Stratos Wealth Partners
Ohio
$324K +$60.2K +1,997 +22%
MOS
35
MGO One Seven
Ohio
$318K +$329K +10,930 New
WCG
36
Weaver Consulting Group
California
$284K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$283K -$60.3K -2,001 -17%
BTI
38
Blue Trust Inc
Georgia
$269K -$3.89K -129 -1%
FMN
39
Financial Management Network
California
$265K +$274K +9,081 New
PI
40
PFG Investments
New York
$239K +$247K +8,213 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$231K +$239K +7,943 New
CCM
42
Crew Capital Management
Ohio
$210K +$218K +7,226 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$66.3K
CFD
44
Creative Financial Designs
Indiana
$58.3K +$241 +8 +0.4%
Osaic Holdings
45
Osaic Holdings
Arizona
$35.3K
BIG
46
Brooklyn Investment Group
New York
$12.7K +$13.1K +436 New
SIS
47
Sound Income Strategies
Florida
$4.07K +$4.22K +140 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$29 +$30 +1 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$629K -21,495 Closed
SWM
50
SeaCrest Wealth Management
New York
-$316K -10,811 Closed