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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 500 k -7,669 -0.9%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
USD 28 M -USD 24.7 M -378,727 -49%
LPL Financial
3
LPL Financial
California
USD 20.4 M -USD 3.79 M -58,035 -17%
B. Riley Wealth Advisors
4
B. Riley Wealth Advisors
Florida
USD 14 M -USD 2.6 M -39,884 -17%
Stifel Financial
5
Stifel Financial
Missouri
USD 8.49 M +USD 1.62 M +24,794 +26%
Onyx Bridge Wealth Group
6
Onyx Bridge Wealth Group
New York
USD 8.2 M -USD 292 k -4,477 -4%
Waterfront Wealth
7
Waterfront Wealth
Kansas
USD 7.13 M +USD 14.2 k +218 +0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 7.04 M -USD 3.46 M -53,036 -35%
Apexium Financial
9
Apexium Financial
Texas
USD 6.72 M -USD 57.4 k -880 -0.9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
USD 5.87 M -USD 717 k -10,994 -12%
Bank of America
11
Bank of America
North Carolina
USD 5.81 M -USD 230 k -3,531 -4%
Wells Fargo
12
Wells Fargo
California
USD 4.59 M -USD 118 k -1,808 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 4.22 M +USD 5.61 k +86 +0.1%
Legacy Private Trust
14
Legacy Private Trust
Wisconsin
USD 4.16 M -USD 1.24 M -19,009 -24%
Gill Capital Partners
15
Gill Capital Partners
Colorado
USD 3.83 M -USD 410 k -6,282 -10%
MA
16
Mutual Advisors
Nebraska
USD 3.79 M -USD 45.8 k -702 -1%
Raymond James Financial
17
Raymond James Financial
Florida
USD 3.36 M -USD 100 k -1,540 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
USD 3.22 M +USD 445 k +6,820 +18%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
USD 2.92 M +USD 1.26 M +19,320 +87%
Freedom Investment Management
20
Freedom Investment Management
Connecticut
USD 2.92 M -USD 76.9 k -1,179 -3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
USD 2.58 M -USD 255 k -3,917 -10%
Kestra Advisory Services
22
Kestra Advisory Services
Texas
USD 2.5 M +USD 2.48 k +38 +0.1%
Duncan Williams Asset Management
23
Duncan Williams Asset Management
Tennessee
USD 2.23 M – – –
Cerity Partners
24
Cerity Partners
New York
USD 2.11 M +USD 19.3 k +296 +1%
HCR Wealth Advisors
25
HCR Wealth Advisors
California
USD 1.81 M – – –
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