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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
51
Thoroughbred Financial Services
Tennessee
$400K +$107 +2 +0%
BCM
52
Bienville Capital Management
New York
$367K
RFN
53
RDA Financial Network
Iowa
$359K -$10.6K -198 -3%
BAM
54
Belpointe Asset Management
Nevada
$351K -$13.4K -250 -4%
CAM
55
Cresset Asset Management
Illinois
$345K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$338K -$107 -2 -0%
MML Investors Services
57
MML Investors Services
Massachusetts
$320K -$3.85K -72 -1%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$315K +$51.6K +964 +21%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$314K
JWCA
60
J.W. Cole Advisors
Florida
$306K +$294K +5,502 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$278K -$71.8K -1,342 -21%
EWM
62
Evermay Wealth Management
Virginia
$263K
SWM
63
Soundmark Wealth Management
Washington
$245K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$239K +$11K +206 +5%
WE
65
Wealth Effects
Massachusetts
$234K +$225K +4,202 New
WP
66
WealthSource Partners
California
$219K +$210K +3,926 New
SPIA
67
Steward Partners Investment Advisory
New York
$173K
SFPG
68
Stonebridge Financial Planning Group
Florida
$162K +$165K +3,086 +100%
ADL
69
Asset Dedication LLC
California
$145K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$120K
TFA
71
Toth Financial Advisory
Virginia
$96K
HWA
72
HHM Wealth Advisors
Tennessee
$87K
SCA
73
Snowden Capital Advisors
New York
$83K +$79.8K +1,492 New
EWM
74
Endurance Wealth Management
Rhode Island
$81K
EW
75
Evoke Wealth
California
$71K