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icono de CSM

ProShares Large Cap Core Plus
CSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Merit Financial Group
1
Merit Financial Group
Georgia
USD 184 M +USD 8.17 M +246,540 +5%
Morgan Stanley
2
Morgan Stanley
New York
USD 91.6 M +USD 3.44 M +103,840 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
USD 72.5 M -USD 664 k -20,028 -0.9%
Legacy Private Trust
4
Legacy Private Trust
Wisconsin
USD 24.3 M +USD 661 k +19,938 +3%
LPL Financial
5
LPL Financial
California
USD 21.2 M -USD 1.76 M -52,996 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 20.4 M +USD 3.93 M +118,606 +25%
Bank of America
7
Bank of America
North Carolina
USD 13 M +USD 1.29 M +38,950 +11%
Wells Fargo
8
Wells Fargo
California
USD 11.7 M -USD 3.21 M -96,990 -22%
B. Riley Wealth Management
9
B. Riley Wealth Management
Tennessee
USD 11.1 M -USD 612 k -18,452 -5%
MA
10
Mutual Advisors
Nebraska
USD 8.04 M -USD 158 k -4,762 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
USD 7.96 M +USD 372 k +11,220 +5%
Sargent Bickham Lagudis
12
Sargent Bickham Lagudis
Colorado
USD 7.46 M -USD 55.2 k -1,664 -0.8%
Comerica Securities
13
Comerica Securities
Michigan
USD 7.35 M -USD 708 k -21,356 -9%
UBS Group
14
UBS Group
Switzerland
USD 7.17 M -USD 2.18 M -65,788 -24%
Freedom Investment Management
15
Freedom Investment Management
Connecticut
USD 6.49 M -USD 271 k -8,190 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
USD 6.13 M -USD 111 k -3,344 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 2.74 M +USD 22.4 k +676 +0.9%
Mainstay Capital Management
18
Mainstay Capital Management
Michigan
USD 2.03 M -USD 558 k -16,836 -22%
MML Investors Services
19
MML Investors Services
Massachusetts
USD 2.02 M -USD 2.32 M -70,004 -54%
Focus Financial Network
20
Focus Financial Network
Minnesota
USD 1.84 M +USD 1.79 M +53,938 Nuevas
Evergreen Capital Management
21
Evergreen Capital Management
Washington
USD 1.58 M -USD 39.8 k -1,200 -3%
B. Riley Wealth Advisors
22
B. Riley Wealth Advisors
Florida
USD 1.5 M +USD 40.5 k +1,222 +3%
Leavell Investment Management
23
Leavell Investment Management
Alabama
USD 1.5 M – – –
Level Four Advisory Services
24
Level Four Advisory Services
Texas
USD 1.48 M +USD 2.98 k +90 +0.2%
AJ Wealth Strategies
25
AJ Wealth Strategies
New York
USD 1.44 M – – –
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