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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
PG
51
Patten Group
Tennessee
$321K +$2.47K +43 +0.8%
JWCA
52
J.W. Cole Advisors
Florida
$319K +$172 +3 +0.1%
PIA
53
Perennial Investment Advisors
California
$307K -$20.9K -365 -7%
DT
54
Diversified Trust
Tennessee
$292K +$276K +4,800 New
CA
55
Clearstead Advisors
Ohio
$283K +$118K +2,050 +76%
JCFM
56
JBR Co Financial Management
Oklahoma
$267K
SWM
57
Soundmark Wealth Management
Washington
$267K
EWM
58
Evermay Wealth Management
Virginia
$266K
OC
59
Oppenheimer & Co
New York
$264K +$250K +4,352 New
RFN
60
RDA Financial Network
Iowa
$257K -$1.15K -20 -0.5%
CAM
61
Cresset Asset Management
Illinois
$255K -$9.87K -172 -4%
GRP
62
Global Retirement Partners
California
$249K
GVAG
63
Great Valley Advisor Group
Delaware
$247K +$233K +4,067 New
EH
64
Equitable Holdings
New York
$244K
PSF
65
Pacific Sun Financial
California
$237K
FFN
66
Focus Financial Network
Minnesota
$236K -$1.84K -32 -0.8%
MML Investors Services
67
MML Investors Services
Massachusetts
$231K -$12.5K -217 -5%
SPIA
68
Steward Partners Investment Advisory
New York
$231K +$63.4K +1,105 +41%
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$218K -$5.68K -99 -3%
AWS
70
Atria Wealth Solutions
New York
$213K +$202K +3,515 New
WRPWM
71
Werba Rubin Papier Wealth Management
California
$210K +$199K +3,464 New
CSC
72
Caldwell Sutter Capital
California
$202K
WIA
73
Wetzel Investment Advisors
Indiana
$134K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$130K
PCA
75
Providence Capital Advisors
North Carolina
$75.8K -$31.9K -556 -31%