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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$353K +$95.6K +1,523 +39%
JWCA
52
J.W. Cole Advisors
Florida
$343K +$251 +4 +0.1%
Mariner
53
Mariner
Kansas
$343K +$329K +5,245 New
Comerica Bank
54
Comerica Bank
Texas
$334K
PIA
55
Perennial Investment Advisors
California
$330K
DT
56
Diversified Trust
Tennessee
$314K
CA
57
Clearstead Advisors
Ohio
$310K
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$300K -$4.14K -66 -1%
SI
59
Stephens Inc
Arkansas
$288K -$8.16K -130 -3%
Financial Engines Advisors
60
Financial Engines Advisors
California
$287K
EWM
61
Evermay Wealth Management
Virginia
$287K
JCFM
62
JBR Co Financial Management
Oklahoma
$278K -$9.73K -155 -4%
CAM
63
Cresset Asset Management
Illinois
$276K
FFN
64
Focus Financial Network
Minnesota
$270K
RFN
65
RDA Financial Network
Iowa
$267K -$7.66K -122 -3%
GVAG
66
Great Valley Advisor Group
Delaware
$266K
EH
67
Equitable Holdings
New York
$263K
OC
68
Oppenheimer & Co
New York
$248K
PSF
69
Pacific Sun Financial
California
$231K
AWS
70
Atria Wealth Solutions
New York
$230K
WRPWM
71
Werba Rubin Papier Wealth Management
California
$226K
CSC
72
Caldwell Sutter Capital
California
$218K
WE
73
Wealth Effects
Massachusetts
$209K +$201K +3,203 New
ASN
74
Advisory Services Network
Georgia
$208K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$140K