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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$276K -$9.67K -420 -3%
NES
27
New England Securities
New York
$252K +$76.8K +3,336 +46%
WTB
28
Washington Trust Bank
Washington
$200K
BRWA
29
B. Riley Wealth Advisors
Florida
$191K +$28.6K +1,240 +18%
Deutsche Bank
30
Deutsche Bank
Germany
$182K
RIA
31
Regal Investment Advisors
Michigan
$78K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$49K +$25.8K +1,120 +119%
JFA
33
JNBA Financial Advisors
Minnesota
$25K
WRM
34
Westport Resources Management
Connecticut
$24K
MFS
35
MSI Financial Services
Massachusetts
$17K
TRCT
36
Tower Research Capital (TRC)
New York
$10K
WA
37
WFG Advisors
Texas
$10K
GI
38
Gradient Investments
Minnesota
$7K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.89K +256 New
Creative Planning
40
Creative Planning
Kansas
$5K
US Bancorp
41
US Bancorp
Minnesota
$5K
WEC
42
Winslow Evans & Crocker
Massachusetts
$4.75K
TNBTD
43
Trustmark National Bank Trust Department
Mississippi
-$342K -15,200 Closed
MIM
44
Macroview Investment Management
Maryland
-$18K -780 Closed
Citigroup
45
Citigroup
New York
-$17K -760 Closed