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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 214 M +USD 6.79 M +184,224 +3%
Morgan Stanley
2
Morgan Stanley
New York
USD 88.2 M -USD 2.02 M -54,850 -2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
USD 68.3 M -USD 6.76 M -183,598 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 22.6 M -USD 1.15 M -31,256 -5%
Legacy Private Trust
5
Legacy Private Trust
Wisconsin
USD 21.1 M -USD 1.84 M -49,910 -8%
LPL Financial
6
LPL Financial
California
USD 19.5 M -USD 988 k -26,812 -5%
Wells Fargo
7
Wells Fargo
California
USD 17.2 M +USD 1.21 M +32,714 +8%
Bank of America
8
Bank of America
North Carolina
USD 11.5 M -USD 104 k -2,832 -0.9%
B. Riley Wealth Management
9
B. Riley Wealth Management
Tennessee
USD 11.4 M -USD 302 k -8,196 -3%
MA
10
Mutual Advisors
Nebraska
USD 10 M +USD 103 k +2,806 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
USD 8.49 M -USD 275 k -7,460 -3%
Comerica Securities
12
Comerica Securities
Michigan
USD 7.91 M -USD 201 k -5,462 -3%
UBS Group
13
UBS Group
Switzerland
USD 7.76 M -USD 48.3 k -1,310 -0.6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 6.35 M +USD 28.8 k +782 +0.5%
Freedom Investment Management
15
Freedom Investment Management
Connecticut
USD 5.49 M -USD 157 k -4,272 -3%
Sargent Bickham Lagudis
16
Sargent Bickham Lagudis
Colorado
USD 4.21 M -USD 11.2 k -304 -0.3%
Apexium Financial
17
Apexium Financial
Texas
USD 4.01 M +USD 3.82 M +103,700 Nuevas
Independent Advisor Alliance
18
Independent Advisor Alliance
North Carolina
USD 3.8 M +USD 3.63 M +98,488 Nuevas
Mainstay Capital Management
19
Mainstay Capital Management
Michigan
USD 3.18 M +USD 92.4 k +2,508 +3%
B. Riley Wealth Advisors
20
B. Riley Wealth Advisors
Florida
USD 1.91 M +USD 12.7 k +344 +0.7%
Ladenburg Thalmann Financial Services
21
Ladenburg Thalmann Financial Services
Florida
USD 1.8 M +USD 37.9 k +1,028 +2%
US Bancorp
22
US Bancorp
Minnesota
USD 1.75 M +USD 150 k +4,064 +10%
Level Four Advisory Services
23
Level Four Advisory Services
Texas
USD 1.63 M -USD 4.72 k -128 -0.3%
Evergreen Capital Management
24
Evergreen Capital Management
Washington
USD 1.61 M – – –
Leavell Investment Management
25
Leavell Investment Management
Alabama
USD 1.6 M – – –
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