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Zacks Small/Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.08M +$126K +3,270 +13%
PPWM
27
Paragon Private Wealth Management
Kentucky
$1.01M -$42.4K -1,101 -4%
Creative Planning
28
Creative Planning
Kansas
$956K -$169K -4,380 -15%
FA
29
Faithward Advisors
Pennsylvania
$826K +$175K +4,544 +26%
APW
30
Axim Planning & Wealth
Ohio
$811K +$48.2K +1,252 +6%
SA
31
Sanctuary Advisors
Indiana
$804K +$119K +3,098 +17%
WIM
32
Westside Investment Management
California
$778K +$605K +15,710 +302%
SI
33
Stirlingshire Investments
New York
$685K -$1.54K -40 -0.2%
Jane Street
34
Jane Street
New York
$649K -$542K -14,071 -45%
SW
35
Simplicity Wealth
New Jersey
$644K -$9.55K -248 -1%
IWP
36
Integrity Wealth Partners
California
$555K +$577K +14,972 New
UW
37
Unique Wealth
Florida
$548K +$37.9K +985 +7%
VT
38
Vise Technologies
New York
$535K
HI
39
Harbour Investments
Wisconsin
$486K +$80.6K +2,094 +19%
CFG
40
Carter Financial Group
Illinois
$485K -$6.47K -168 -1%
RF
41
Rossby Financial
Florida
$386K -$4.54K -118 -1%
VFG
42
Victory Financial Group
Texas
$372K -$190K -4,923 -33%
RWM
43
Revisor Wealth Management
Ohio
$357K +$371K +9,641 New
SF
44
Summit Financial
New Jersey
$303K -$2.89K -75 -0.9%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$261K +$41K +1,065 +18%
IAS
46
Investment Advisory Services
Texas
$257K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$222K
EAM
48
Empirical Asset Management
Massachusetts
$219K +$12.1K +314 +6%
BPA
49
Beacon Pointe Advisors
California
$211K
LA
50
Latitude Advisors
Florida
$208K +$216K +5,620 New