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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
76
Pacific Sun Financial
California
$226K – – –
EH
77
Equitable Holdings
New York
$223K – – –
FFN
78
Focus Financial Network
Minnesota
$222K -$2.33K -35 -1%
WRPWM
79
Werba Rubin Papier Wealth Management
California
$221K – – –
CSC
80
Caldwell Sutter Capital
California
$212K – – –
WE
81
Wealth Effects
Massachusetts
$204K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$137K – – –
JFA
83
JNBA Financial Advisors
Minnesota
$66.9K – – –
HWA
84
HHM Wealth Advisors
Tennessee
$63.7K -$11.3K -170 -15%
HFS
85
Hopwood Financial Services
Virginia
$51K – – –
SVCP
86
Silicon Valley Capital Partners
California
$40.1K – – –
SAM
87
S.A. Mason
Michigan
$39.4K +$4.07K +61 +11%
RCA
88
Runnymede Capital Advisors
Ohio
$33.1K – – –
FPF
89
First Pacific Financial
Washington
$29K – – –
WA
90
WPG Advisers
Maryland
$22.4K +$23.5K +352 New
WBC
91
West Branch Capital
Massachusetts
$13.1K – – –
TFA
92
Toth Financial Advisory
Virginia
$11.5K – – –
PS
93
Principal Securities
Iowa
$9.29K – – –
HIA
94
Harbor Investment Advisory
Maryland
$7.9K – – –
SIM
95
Synergy Investment Management
Florida
$5.86K +$6.14K +92 New
NFSG
96
Newbridge Financial Services Group
Florida
$2.17K – – –
Russell Investments Group
97
Russell Investments Group
United Kingdom
$2.17K – – –
DFA
98
DHJJ Financial Advisors
Illinois
$255 – – –
JCFM
99
JBR Co Financial Management
Oklahoma
– -$281K -4,245 Closed
AWS
100
Atria Wealth Solutions
New York
– -$232K -3,515 Closed