We are live on ! Find out more
CSM icon

ProShares Large Cap Core Plus
CSM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$1.07M +$146K +4,912 +16%
CA
27
Cetera Advisors
Colorado
$895K +$109K +3,672 +14%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$847K +$43.6K +1,468 +5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$836K +$11.9K +400 +1%
Ameriprise
30
Ameriprise
Minnesota
$763K -$257K -8,666 -25%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$718K +$447K +15,064 +171%
TFA
32
Toth Financial Advisory
Virginia
$623K +$96.8K +3,262 +19%
RMC
33
Regis Management Company
California
$588K – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$551K -$14M -472,696 -96%
BCM
35
Bienville Capital Management
New York
$541K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$481K +$475K +16,000 New
RJA
37
Raymond James & Associates
Florida
$446K +$87.3K +2,940 +25%
Goldman Sachs
38
Goldman Sachs
New York
$420K +$153K +5,158 +58%
US Bancorp
39
US Bancorp
Minnesota
$412K +$258K +8,688 +174%
AG
40
Advisor Group
Arizona
$387K -$20.8K -702 -5%
FAAS
41
First Allied Advisory Services
California
$308K +$34.3K +1,154 +13%
MCM
42
Maple Capital Management
Vermont
$262K +$28.2K +950 +12%
EWM
43
Evermay Wealth Management
Virginia
$236K – – –
CC
44
Cognios Capital
Kansas
$218K -$712 -24 -0.3%
GRP
45
Global Retirement Partners
California
$204K +$7.3K +246 +4%
Creative Planning
46
Creative Planning
Kansas
$188K +$180K +6,048 +2,908%
PMFA
47
Plante Moran Financial Advisors
Michigan
$121K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$91K +$25.5K +858 +40%
BCI
50
Brinker Capital Investments
Pennsylvania
$69K -$5.44M -183,150 -99%
1
2
3