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ProShares Large Cap Core Plus
CSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 67.2 M +USD 3.62 M +122,064 +6%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
USD 57.8 M -USD 2.69 M -90,590 -5%
Legacy Private Trust
3
Legacy Private Trust
Wisconsin
USD 17.7 M +USD 17.5 M +590,276 Nuevas
LPL Financial
4
LPL Financial
California
USD 15.8 M +USD 1.6 M +53,766 +11%
Wells Fargo
5
Wells Fargo
California
USD 14.4 M -USD 1.06 M -35,634 -7%
Bank of America
6
Bank of America
North Carolina
USD 14.2 M +USD 1.3 M +43,812 +10%
Sargent Bickham Lagudis
7
Sargent Bickham Lagudis
Colorado
USD 10.6 M -USD 383 k -12,896 -4%
UBS Group
8
UBS Group
Switzerland
USD 7.79 M +USD 663 k +22,346 +9%
FIM
9
Freedom Investment Management
Connecticut
USD 7.35 M -USD 1.73 M -58,428 -19%
Comerica Securities
10
Comerica Securities
Michigan
USD 6.25 M +USD 91.6 k +3,086 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
USD 5.74 M -USD 256 k -8,638 -4%
AF
12
AMG Funds
Connecticut
USD 4.2 M -USD 2.37 M -79,750 -36%
Level Four Advisory Services
13
Level Four Advisory Services
Texas
USD 3.51 M -USD 56.4 k -1,900 -2%
Comerica Bank
14
Comerica Bank
Texas
USD 2.84 M -USD 445 k -14,986 -14%
MML Investors Services
15
MML Investors Services
Massachusetts
USD 2.84 M +USD 2.81 M +94,586 Nuevas
CWA
16
Cypress Wealth Advisors
California
USD 2.28 M -USD 2.21 M -74,390 -50%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 2.26 M +USD 82.3 k +2,772 +4%
Spinnaker Trust
18
Spinnaker Trust
Maine
USD 2.03 M – – –
IFP Advisors
19
IFP Advisors
Florida
USD 1.9 M +USD 112 k +3,778 +6%
Leavell Investment Management
20
Leavell Investment Management
Alabama
USD 1.54 M – – –
Wedbush Securities
21
Wedbush Securities
California
USD 1.43 M +USD 546 k +18,390 +63%
Raymond James Financial Services Advisors
22
Raymond James Financial Services Advisors
Florida
USD 1.43 M +USD 1.41 M +47,450 Nuevas
AJ Wealth Strategies
23
AJ Wealth Strategies
New York
USD 1.27 M -USD 189 k -6,370 -13%
Capital Asset Advisory Services
24
Capital Asset Advisory Services
Michigan
USD 1.07 M -USD 14.1 M -473,508 -93%
Rothschild Investment LLC
25
Rothschild Investment LLC
Illinois
USD 1.07 M – – –
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