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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Cresset Asset Management
Illinois
$311K -$13.4K -262 -4%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$304K +$39.9K +780 +15%
MML Investors Services
53
MML Investors Services
Massachusetts
$292K -$2.76K -54 -0.9%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$283K -$26.2K -512 -8%
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$282K -$14.5K -284 -5%
IAA
56
Independent Advisor Alliance
North Carolina
$273K +$2.97K +58 +1%
EWM
57
Evermay Wealth Management
Virginia
$237K -$7.67K -150 -3%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$235K +$240K +4,702 New
SWM
59
Soundmark Wealth Management
Washington
$220K
PSF
60
Pacific Sun Financial
California
$216K +$221K +4,320 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$204K +$205 +4 +0.1%
GRP
62
Global Retirement Partners
California
$174K
SFPG
63
Stonebridge Financial Planning Group
Florida
$167K
SPIA
64
Steward Partners Investment Advisory
New York
$155K -$5.12K -100 -3%
ADL
65
Asset Dedication LLC
California
$130K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$111K
HWMA
67
Heritage Wealth Management (Arizona)
Arizona
$90K
TFA
68
Toth Financial Advisory
Virginia
$87K -$13.1K -256 -13%
HWA
69
HHM Wealth Advisors
Tennessee
$79K
EWM
70
Endurance Wealth Management
Rhode Island
$73K
EW
71
Evoke Wealth
California
$63K
TCWM
72
Total Clarity Wealth Management
Illinois
$52K +$52.7K +1,030 New
JFA
73
JNBA Financial Advisors
Minnesota
$51K +$102 +2 +0.2%
LFG
74
Larson Financial Group
Missouri
$30K +$30.9K +604 New
US Bancorp
75
US Bancorp
Minnesota
$21K -$45.9K -898 -68%