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Zacks Small/Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.74M +$1.63M +38,907 New
IP
27
Ignite Planners
California
$1.53M +$83K +1,987 +6%
EV
28
EJMK Ventures
Illinois
$1.46M -$317K -7,585 -19%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.44M +$127K +3,043 +10%
AWM
30
Axxcess Wealth Management
California
$1.34M +$1.26M +30,080 New
SL
31
Sentinus LLC
Illinois
$1.23M +$1.15M +27,618 New
PPWM
32
Paragon Private Wealth Management
Kentucky
$1.19M -$26.7K -640 -2%
WF
33
Wayfinding Financial
Washington
$1.13M -$5.18M -124,064 -83%
Creative Planning
34
Creative Planning
Kansas
$1.06M -$86.8K -2,078 -8%
WIM
35
Westside Investment Management
California
$1.01M +$70.6K +1,690 +8%
FA
36
Faithward Advisors
Pennsylvania
$997K +$2.46K +59 +0.3%
SA
37
Sanctuary Advisors
Indiana
$970K +$1.59K +38 +0.2%
PAS
38
PKS Advisory Services
New York
$940K +$880K +21,075 New
APW
39
Axim Planning & Wealth
Ohio
$933K -$39.8K -953 -4%
GWM
40
GK Wealth Management
Nevada
$862K +$807K +19,312 New
SI
41
Stirlingshire Investments
New York
$815K -$9.73K -233 -1%
UW
42
Unique Wealth
Florida
$714K +$51K +1,222 +8%
SW
43
Simplicity Wealth
New Jersey
$712K -$59.5K -1,424 -8%
VW
44
Vantus Wealth
Pennsylvania
$701K +$656K +15,716 New
RWM
45
Revisor Wealth Management
Ohio
$663K +$218K +5,218 +54%
HI
46
Harbour Investments
Wisconsin
$662K +$72K +1,723 +13%
CFG
47
Carter Financial Group
Illinois
$585K +$459 +11 +0.1%
VEM
48
Vann Equity Management
Texas
$534K +$499K +11,959 New
RF
49
Rossby Financial
Florida
$460K
LA
50
Latitude Advisors
Florida
$343K +$86.3K +2,065 +37%