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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
$286M +$23.1M +781,715 +9%
Morgan Stanley
2
Morgan Stanley
New York
$183M +$15.5M +524,050 +9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$68.4M +$973K +32,980 +1%
UBS Group
4
UBS Group
Switzerland
$57.5M +$1.38M +46,913 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$21.7M +$3.53M +119,751 +20%
LPL Financial
6
LPL Financial
California
$12.8M -$515K -17,458 -4%
Wells Fargo
7
Wells Fargo
California
$11.9M +$7.99M +270,812 +207%
PVI
8
Pine Valley Investments
New Jersey
$10.5M +$488K +16,531 +5%
Stifel Financial
9
Stifel Financial
Missouri
$9.53M +$4.95M +167,576 +109%
PCIA
10
Prime Capital Investment Advisors
Kansas
$9.39M +$616K +20,874 +7%
US Bancorp
11
US Bancorp
Minnesota
$8.89M +$148K +5,025 +2%
IWA
12
Integrity Wealth Advisors
California
$7.37M +$3.59M +121,554 +93%
Truist Financial
13
Truist Financial
North Carolina
$7.29M +$378K +12,823 +5%
CWM
14
Castle Wealth Management
Florida
$6.44M +$5.61K +190 +0.1%
JGCM
15
Joseph Group Capital Management
Ohio
$5.61M +$5.28K +179 +0.1%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$5.48M +$452K +15,300 +9%
SA
17
Sanctuary Advisors
Indiana
$5.18M +$380K +12,865 +8%
GAM
18
Gotham Asset Management
New York
$5.04M +$5.02M +170,000 New
JP Morgan Chase
19
JP Morgan Chase
New York
$4.34M +$479K +16,247 +12%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.16M +$131K +4,435 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.87M -$847K -28,707 -18%
EH
22
Equitable Holdings
New York
$3.84M +$253K +8,557 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.57M +$1.2M +40,774 +51%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$3.08M +$192K +6,490 +7%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$3.07M -$1.86M -62,969 -38%
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