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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$326K
BFEC
52
Benjamin F. Edwards & Company
Missouri
$324K +$96 +2 +0%
CAM
53
Cresset Asset Management
Illinois
$321K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$306K
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$293K -$2.6K -54 -0.9%
MML Investors Services
56
MML Investors Services
Massachusetts
$292K -$1.83K -38 -0.6%
JWCA
57
J.W. Cole Advisors
Florida
$273K +$96 +2 +0%
IAA
58
Independent Advisor Alliance
North Carolina
$268K +$260K +5,394 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$263K +$98.7K +2,048 +63%
EWM
60
Evermay Wealth Management
Virginia
$242K
SWM
61
Soundmark Wealth Management
Washington
$218K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$202K +$289 +6 +0.1%
GRP
63
Global Retirement Partners
California
$172K
SPIA
64
Steward Partners Investment Advisory
New York
$159K -$250K -5,176 -62%
SFPG
65
Stonebridge Financial Planning Group
Florida
$156K
ADL
66
Asset Dedication LLC
California
$127K -$53K -1,100 -30%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$106K +$103K +2,144 New
TFA
68
Toth Financial Advisory
Virginia
$99K
HWMA
69
Heritage Wealth Management (Arizona)
Arizona
$89K -$11.4K -236 -12%
HWA
70
HHM Wealth Advisors
Tennessee
$78K
EWM
71
Endurance Wealth Management
Rhode Island
$72K
US Bancorp
72
US Bancorp
Minnesota
$65K +$63.5K +1,318 New
EW
73
Evoke Wealth
California
$63K
JFA
74
JNBA Financial Advisors
Minnesota
$50K +$96 +2 +0.2%
EBSAM
75
Eubel Brady & Suttman Asset Management
Ohio
$36K +$37K +768 New