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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 57.2 M -USD 1.9 M -28,391 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
USD 51.6 M -USD 61.7 k -921 -0.1%
LPL Financial
3
LPL Financial
California
USD 19.7 M -USD 6.03 M -90,056 -23%
B. Riley Wealth Advisors
4
B. Riley Wealth Advisors
Florida
USD 16.6 M +USD 627 k +9,360 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 10.2 M +USD 430 k +6,424 +4%
Onyx Bridge Wealth Group
6
Onyx Bridge Wealth Group
New York
USD 8.11 M -USD 14.4 k -215 -0.2%
Waterfront Wealth
7
Waterfront Wealth
Kansas
USD 6.84 M -USD 3.88 k -58 -0.1%
Legacy Private Trust
8
Legacy Private Trust
Wisconsin
USD 6.45 M -USD 21.3 k -318 -0.3%
Bank of America
9
Bank of America
North Carolina
USD 6.44 M -USD 559 k -8,348 -8%
Apexium Financial
10
Apexium Financial
Texas
USD 6.41 M -USD 414 k -6,189 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
USD 6.37 M -USD 402 k -5,999 -6%
Stifel Financial
12
Stifel Financial
Missouri
USD 6.24 M -USD 155 k -2,309 -2%
Wells Fargo
13
Wells Fargo
California
USD 5.04 M +USD 145 k +2,170 +3%
Gill Capital Partners
14
Gill Capital Partners
Colorado
USD 4.43 M -USD 157 k -2,338 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 3.92 M +USD 841 k +12,562 +27%
MA
16
Mutual Advisors
Nebraska
USD 3.67 M -USD 46.1 k -688 -1%
Raymond James Financial
17
Raymond James Financial
Florida
USD 3.37 M +USD 3.41 M +51,004 Nuevas
Baird Financial Group
18
Baird Financial Group
Wisconsin
USD 2.89 M +USD 179 k +2,679 +7%
Freedom Investment Management
19
Freedom Investment Management
Connecticut
USD 2.79 M -USD 38.9 k -581 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 2.66 M -USD 581 k -8,686 -18%
Kestra Advisory Services
21
Kestra Advisory Services
Texas
USD 2.45 M +USD 33.2 k +496 +1%
Duncan Williams Asset Management
22
Duncan Williams Asset Management
Tennessee
USD 2.1 M +USD 118 k +1,757 +6%
Cerity Partners
23
Cerity Partners
New York
USD 1.96 M – – –
HCR Wealth Advisors
24
HCR Wealth Advisors
California
USD 1.7 M – – –
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
USD 1.47 M +USD 1.48 M +22,172 Nuevas
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