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Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$256M +$42.8M +1,518,914 +21%
Morgan Stanley
2
Morgan Stanley
New York
$163M +$20M +711,354 +14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65.7M +$2.39M +84,766 +4%
UBS Group
4
UBS Group
Switzerland
$54.7M +$12.2M +433,629 +30%
Raymond James Financial
5
Raymond James Financial
Florida
$17.7M -$1.88M -66,647 -10%
LPL Financial
6
LPL Financial
California
$12.9M +$6.18M +219,226 +96%
PVI
7
Pine Valley Investments
New Jersey
$9.72M +$130K +4,599 +1%
PCIA
8
Prime Capital Investment Advisors
Kansas
$8.54M +$6.48M +230,074 +349%
US Bancorp
9
US Bancorp
Minnesota
$8.51M +$70.8K +2,515 +0.9%
IFG
10
Independent Financial Group
California
$7.78M -$829K -29,425 -10%
Truist Financial
11
Truist Financial
North Carolina
$6.73M +$1.06M +37,797 +19%
CWM
12
Castle Wealth Management
Florida
$6.27M +$389K +13,815 +7%
JGCM
13
Joseph Group Capital Management
Ohio
$5.46M +$5.33M +189,089 New
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$4.9M +$118K +4,172 +3%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$4.81M -$45.9K -1,628 -1%
SA
16
Sanctuary Advisors
Indiana
$4.67M +$271K +9,626 +6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.6M +$275K +9,766 +7%
Stifel Financial
18
Stifel Financial
Missouri
$4.45M +$719K +25,540 +20%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.93M -$244K -8,661 -6%
Wells Fargo
20
Wells Fargo
California
$3.77M +$3.68M +130,722 New
IWA
21
Integrity Wealth Advisors
California
$3.77M +$210K +7,442 +6%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.76M +$234K +8,295 +7%
EH
23
Equitable Holdings
New York
$3.49M +$3.41M +120,986 New
WA
24
Waverly Advisors
Alabama
$2.86M +$2.79M +99,024 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.81M +$808K +28,696 +42%
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