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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 56.8 M -USD 2 M -42,467 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
USD 39.8 M -USD 90.8 k -1,923 -0.2%
LPL Financial
3
LPL Financial
California
USD 25.2 M -USD 448 k -9,481 -2%
Wells Fargo
4
Wells Fargo
California
USD 16.1 M +USD 5.52 M +116,927 +53%
B. Riley Wealth Advisors
5
B. Riley Wealth Advisors
Florida
USD 15.9 M -USD 2.48 M -52,553 -14%
PS
6
Portfolio Strategies
New York
USD 13.4 M -USD 273 k -5,784 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 10.6 M -USD 2.92 M -61,793 -22%
Bank of New York Mellon
8
Bank of New York Mellon
New York
USD 8.3 M -USD 42.2 k -895 -0.5%
Apexium Financial
9
Apexium Financial
Texas
USD 7.04 M -USD 1.66 M -35,189 -19%
Bank of America
10
Bank of America
North Carolina
USD 6 M -USD 854 k -18,101 -13%
Legacy Private Trust
11
Legacy Private Trust
Wisconsin
USD 4.97 M -USD 92 k -1,949 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 4.7 M -USD 413 k -8,742 -8%
Waterfront Wealth
13
Waterfront Wealth
Kansas
USD 4.62 M -USD 42.5 k -900 -0.9%
MA
14
Mutual Advisors
Nebraska
USD 4.6 M -USD 808 k -17,116 -15%
UBS Group
15
UBS Group
Switzerland
USD 4.49 M -USD 2.12 M -44,849 -32%
Gill Capital Partners
16
Gill Capital Partners
Colorado
USD 4.41 M -USD 183 k -3,887 -4%
Stifel Financial
17
Stifel Financial
Missouri
USD 3.77 M +USD 2.13 M +45,063 +133%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
USD 3.71 M -USD 516 k -10,939 -12%
AE Wealth Management
19
AE Wealth Management
Kansas
USD 2.64 M +USD 224 k +4,747 +9%
Freedom Investment Management
20
Freedom Investment Management
Connecticut
USD 2.26 M -USD 164 k -3,477 -7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
USD 2.11 M +USD 213 k +4,502 +11%
AJ Wealth Strategies
22
AJ Wealth Strategies
New York
USD 1.45 M – – –
Wedbush Securities
23
Wedbush Securities
California
USD 1.35 M -USD 2.36 k -50 -0.2%
Raymond James Financial Services Advisors
24
Raymond James Financial Services Advisors
Florida
USD 1.28 M -USD 62 k -1,313 -5%
Leavell Investment Management
25
Leavell Investment Management
Alabama
USD 1.26 M – – –
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