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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
WE
76
Wealth Effects
Massachusetts
$212K – – –
PTC
77
Private Trust Company
Ohio
$168K +$39.3K +587 +30%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$142K – – –
HWA
79
HHM Wealth Advisors
Tennessee
$77.4K – – –
JFA
80
JNBA Financial Advisors
Minnesota
$69.5K – – –
HFS
81
Hopwood Financial Services
Virginia
$52.9K +$53.6K +800 New
LDB
82
Lee, Danner & Bass
Tennessee
$52.9K +$53.6K +800 New
SVCP
83
Silicon Valley Capital Partners
California
$41.8K +$268 +4 +0.6%
SAM
84
S.A. Mason
Michigan
$36.9K +$37.4K +558 New
RCA
85
Runnymede Capital Advisors
Ohio
$34.4K +$34.8K +520 New
FPF
86
First Pacific Financial
Washington
$30.1K – – –
UBS Group
87
UBS Group
Switzerland
$19.6K +$19.9K +297 New
WBC
88
West Branch Capital
Massachusetts
$13.6K +$67 +1 +0.5%
TFA
89
Toth Financial Advisory
Virginia
$11.9K – – –
PS
90
Principal Securities
Iowa
$9.29K – – –
HIA
91
Harbor Investment Advisory
Maryland
$8.2K – – –
NFSG
92
Newbridge Financial Services Group
Florida
$2.25K – – –
Russell Investments Group
93
Russell Investments Group
United Kingdom
$2.25K +$2.28K +34 New
DFA
94
DHJJ Financial Advisors
Illinois
$265 – – –
WA
95
Win Advisors
Florida
– -$4.12M -63,063 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
– -$451K -6,904 Closed
PCA
97
Providence Capital Advisors
North Carolina
– -$81.6K -1,248 Closed
ADL
98
Asset Dedication LLC
California
– -$57.6K -881 Closed