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Zacks Small/Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
Advyzon Investment Management
Illinois
$833K +$217K +6,091 +38%
APW
27
Axim Planning & Wealth
Ohio
$653K +$623K +17,487 New
SA
28
Sanctuary Advisors
Indiana
$616K +$71.3K +2,000 +14%
CFG
29
Carter Financial Group
Illinois
$591K -$19.6K -549 -3%
FA
30
Faithward Advisors
Pennsylvania
$587K +$560K +15,707 New
MW
31
Maia Wealth
Colorado
$579K +$9.91K +278 +2%
VFG
32
Victory Financial Group
Texas
$551K +$526K +14,746 New
UW
33
Unique Wealth
Florida
$455K +$1.75K +49 +0.4%
HI
34
Harbour Investments
Wisconsin
$376K +$359K +10,069 New
AI
35
Atria Investments
North Carolina
$347K -$9.09K -255 -3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$311K +$297K +8,332 New
AFS
37
Axiom Financial Strategies
Indiana
$284K -$20.1K -565 -7%
RF
38
Rossby Financial
Florida
$278K +$4.71K +132 +2%
SF
39
Summit Financial
New Jersey
$277K +$264K +7,419 New
EAM
40
Empirical Asset Management
Massachusetts
$277K -$2.42K -68 -0.9%
IAS
41
Investment Advisory Services
Texas
$259K
BOSSRA
42
B.O.S.S. Retirement Advisors
Utah
$229K +$1.93K +54 +0.9%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$224K
WIM
44
Westside Investment Management
California
$131K
AF
45
Allworth Financial
California
$35.8K +$34.2K +959 New
RWS
46
Retirement Wealth Solutions
Wisconsin
$17.3K -$143 -4 -0.9%
SPIA
47
Steward Partners Investment Advisory
New York
$13.9K
Osaic Holdings
48
Osaic Holdings
Arizona
$11.2K
FFA
49
Farther Finance Advisors
California
$7.66K +$7.31K +205 New
IA
50
IFP Advisors
Florida
$3.81K -$3.39K -95 -48%