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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 58.4 M +USD 1.84 M +29,281 +3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
USD 51 M -USD 12.8 k -204 -0%
LPL Financial
3
LPL Financial
California
USD 25.3 M +USD 15.5 M +246,942 +176%
B. Riley Wealth Advisors
4
B. Riley Wealth Advisors
Florida
USD 15.8 M -USD 1.39 M -22,215 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 9.6 M -USD 1.24 M -19,829 -12%
Onyx Bridge Wealth Group
6
Onyx Bridge Wealth Group
New York
USD 8.03 M -USD 73.8 k -1,175 -0.9%
Bank of America
7
Bank of America
North Carolina
USD 6.91 M -USD 1.56 M -24,825 -19%
Waterfront Wealth
8
Waterfront Wealth
Kansas
USD 6.84 M +USD 292 k +4,658 +5%
Apexium Financial
9
Apexium Financial
Texas
USD 6.76 M -USD 1.28 M -20,338 -16%
Bank of New York Mellon
10
Bank of New York Mellon
New York
USD 6.69 M -USD 420 k -6,699 -6%
Legacy Private Trust
11
Legacy Private Trust
Wisconsin
USD 6.39 M -USD 80.9 k -1,289 -1%
Stifel Financial
12
Stifel Financial
Missouri
USD 6.31 M +USD 94.5 k +1,505 +2%
Wells Fargo
13
Wells Fargo
California
USD 4.84 M -USD 2.03 M -32,405 -30%
Gill Capital Partners
14
Gill Capital Partners
Colorado
USD 4.53 M -USD 58.8 k -937 -1%
WA
15
Win Advisors
Florida
USD 4.12 M +USD 3.96 M +63,063 Nuevas
MA
16
Mutual Advisors
Nebraska
USD 3.65 M +USD 158 k +2,510 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
USD 3.2 M -USD 911 k -14,512 -23%
Osaic Holdings
18
Osaic Holdings
Arizona
USD 3.05 M -USD 223 k -3,560 -7%
Freedom Investment Management
19
Freedom Investment Management
Connecticut
USD 2.79 M -USD 135 k -2,147 -5%
Baird Financial Group
20
Baird Financial Group
Wisconsin
USD 2.68 M -USD 96 k -1,529 -4%
Kestra Advisory Services
21
Kestra Advisory Services
Texas
USD 2.38 M -USD 22.3 k -355 -1%
Duncan Williams Asset Management
22
Duncan Williams Asset Management
Tennessee
USD 1.96 M +USD 1.88 M +29,941 Nuevas
Cerity Partners
23
Cerity Partners
New York
USD 1.94 M – – –
Raymond James Financial Services Advisors
24
Raymond James Financial Services Advisors
Florida
USD 1.85 M -USD 11.2 k -178 -0.6%
HCR Wealth Advisors
25
HCR Wealth Advisors
California
USD 1.68 M +USD 1.3 M +20,714 +414%
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