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Zacks Small/Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$1.12M -$519K -13,911 -32%
PPWM
27
Paragon Private Wealth Management
Kentucky
$1.05M +$117K +3,142 +12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$956K +$52.6K +1,410 +6%
APW
29
Axim Planning & Wealth
Ohio
$763K +$117K +3,131 +18%
SI
30
Stirlingshire Investments
New York
$690K +$691K +18,530 New
SA
31
Sanctuary Advisors
Indiana
$688K +$78.3K +2,099 +13%
FA
32
Faithward Advisors
Pennsylvania
$656K +$75.9K +2,034 +13%
SW
33
Simplicity Wealth
New Jersey
$652K -$329K -8,815 -33%
VFG
34
Victory Financial Group
Texas
$553K +$7.8K +209 +1%
VT
35
Vise Technologies
New York
$535K +$539K +14,456 New
UW
36
Unique Wealth
Florida
$510K +$59.8K +1,603 +13%
CFG
37
Carter Financial Group
Illinois
$494K -$96K -2,573 -16%
HI
38
Harbour Investments
Wisconsin
$407K +$35.3K +946 +9%
VW
39
Vantus Wealth
Pennsylvania
$387K +$390K +10,451 New
RF
40
Rossby Financial
Florida
$386K +$112K +3,006 +40%
AI
41
Atria Investments
North Carolina
$362K +$19K +509 +5%
SF
42
Summit Financial
New Jersey
$307K +$31.1K +833 +11%
AFS
43
Axiom Financial Strategies
Indiana
$282K
IAS
44
Investment Advisory Services
Texas
$256K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$221K
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$221K -$87.6K -2,347 -28%
BPA
47
Beacon Pointe Advisors
California
$211K +$212K +5,692 New
EAM
48
Empirical Asset Management
Massachusetts
$207K -$68.2K -1,829 -25%
WIM
49
Westside Investment Management
California
$194K +$63.4K +1,700 +48%
AAP
50
Arax Advisory Partners
Colorado
$141K +$143K +3,822 New