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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
WE
76
Wealth Effects
Massachusetts
$273K
HIS
77
Harvest Investment Services
Illinois
$251K +$245K +2,943 New
EWM
78
Evermay Wealth Management
Virginia
$251K -$99.7K -1,198 -29%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$243K
ASN
80
Advisory Services Network
Georgia
$235K -$10.7K -128 -4%
JCFM
81
JBR Co Financial Management
Oklahoma
$232K -$4.99K -60 -2%
SP
82
Sequent Planning
Nebraska
$227K +$222K +2,662 New
FFN
83
Focus Financial Network
Minnesota
$225K +$219K +2,637 New
RFN
84
RDA Financial Network
Iowa
$217K +$212K +2,550 New
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$213K +$205K +2,462 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$183K
PTC
87
Private Trust Company
Ohio
$169K -$48.9K -588 -23%
US Bancorp
88
US Bancorp
Minnesota
$149K +$86.2K +1,036 +146%
HWA
89
HHM Wealth Advisors
Tennessee
$139K
IWC
90
Integrated Wealth Concepts
Massachusetts
$124K +$121K +1,450 New
SMA
91
Sage Mountain Advisors
Georgia
$93.7K
JFA
92
JNBA Financial Advisors
Minnesota
$86.2K -$416 -5 -0.5%
IA
93
IFG Advisory
Georgia
$86.1K +$84K +1,010 New
FPF
94
First Pacific Financial
Washington
$38.3K -$915 -11 -2%
SGFG
95
Silver Grove Financial Group
New York
$35.1K +$34.3K +412 New
WA
96
WPG Advisers
Maryland
$30K
UBS Group
97
UBS Group
Switzerland
$22.6K -$52.6K -632 -70%
WBC
98
West Branch Capital
Massachusetts
$17.7K
GRP
99
Global Retirement Partners
California
$16.2K +$15.8K +190 New
TFA
100
Toth Financial Advisory
Virginia
$15.3K