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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
51
Perennial Investment Advisors
California
$286K
OC
52
Oppenheimer & Co
New York
$277K +$11.1K +235 +4%
MCM
53
Mainstay Capital Management
Michigan
$276K +$34K +720 +14%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$272K +$2.74K +58 +1%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$269K
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$267K +$142 +3 +0.1%
JWCA
57
J.W. Cole Advisors
Florida
$263K +$236 +5 +0.1%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$256K +$254K +5,380 New
PTC
59
Private Trust Company
Ohio
$237K -$38.4K -813 -14%
RFN
60
RDA Financial Network
Iowa
$234K -$4.77K -101 -2%
EWM
61
Evermay Wealth Management
Virginia
$226K
AWS
62
Atria Wealth Solutions
New York
$225K
CAM
63
Cresset Asset Management
Illinois
$220K
SWM
64
Soundmark Wealth Management
Washington
$210K +$208K +4,396 New
EH
65
Equitable Holdings
New York
$202K -$18.9K -400 -9%
GRP
66
Global Retirement Partners
California
$192K +$29.6K +626 +18%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$181K -$49.4K -1,047 -22%
SPIA
68
Steward Partners Investment Advisory
New York
$141K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$104K
EWM
70
Endurance Wealth Management
Rhode Island
$70K
HWA
71
HHM Wealth Advisors
Tennessee
$55.8K
ADL
72
Asset Dedication LLC
California
$52K -$40.8K -864 -44%
JFA
73
JNBA Financial Advisors
Minnesota
$49.5K +$189 +4 +0.4%
TFA
74
Toth Financial Advisory
Virginia
$39.7K
SVCP
75
Silicon Valley Capital Partners
California
$29.5K +$94 +2 +0.3%