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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
51
Venturi Wealth Management
Texas
$499K +$488K +13,800 New
BCM
52
Breiter Capital Management
Florida
$426K -$50.2K -1,420 -11%
BCM
53
Bienville Capital Management
New York
$420K
GRP
54
Global Retirement Partners
California
$405K +$42.4K +1,200 +12%
EWA
55
EP Wealth Advisors
California
$400K
LNC
56
Lincoln National Corp
Pennsylvania
$359K
FAAS
57
First Allied Advisory Services
California
$352K -$21.2K -600 -6%
IWM
58
IHT Wealth Management
Illinois
$310K +$45.9K +1,300 +18%
HighTower Advisors
59
HighTower Advisors
Illinois
$287K +$281K +7,958 New
EWM
60
Evermay Wealth Management
Virginia
$277K
MCM
61
Maple Capital Management
Vermont
$268K -$10.6K -300 -4%
CAN
62
Cetera Advisor Networks
California
$266K +$14.1K +400 +6%
Stifel Financial
63
Stifel Financial
Missouri
$262K -$18K -510 -7%
UR
64
USCA RIA
Texas
$260K
BCI
65
Brinker Capital Investments
Pennsylvania
$223K +$16.7K +474 +8%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$205K -$541K -15,306 -73%
CAAS
67
Capital Asset Advisory Services
Michigan
$202K +$198K +5,592 New
AGA
68
Accuvest Global Advisors
Utah
$202K +$198K +5,600 New
BWA
69
Burt Wealth Advisors
Maryland
$146K
PMFA
70
Plante Moran Financial Advisors
Michigan
$146K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$108K
RFC
72
Regions Financial Corp
Alabama
$104K -$17.7K -500 -15%
Citigroup
73
Citigroup
New York
$79K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$77K
ASN
75
Advisory Services Network
Georgia
$67K -$1.06K -30 -2%