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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
76
Caldwell Sutter Capital
California
$249K
WE
77
Wealth Effects
Massachusetts
$240K
JCFM
78
JBR Co Financial Management
Oklahoma
$222K
PHAM
79
Palisades Hudson Asset Management
Florida
$216K +$226K +2,883 New
ASN
80
Advisory Services Network
Georgia
$216K -$18.5K -236 -8%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$213K +$199K +2,536 +818%
Jane Street
82
Jane Street
New York
$208K +$218K +2,784 New
PTC
83
Private Trust Company
Ohio
$193K +$6.98K +89 +4%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$160K
GWSA
85
Global Wealth Strategies & Associates
Colorado
$156K
HWA
86
HHM Wealth Advisors
Tennessee
$122K
SMA
87
Sage Mountain Advisors
Georgia
$82.3K +$86.3K +1,100 New
JFA
88
JNBA Financial Advisors
Minnesota
$76K -$2.67K -34 -3%
UBS Group
89
UBS Group
Switzerland
$67.1K +$70.4K +897 New
US Bancorp
90
US Bancorp
Minnesota
$53K +$55.6K +709 New
SVCP
91
Silicon Valley Capital Partners
California
$48K +$157 +2 +0.3%
AWM
92
Abound Wealth Management
Tennessee
$44.6K +$46.8K +597 New
FPF
93
First Pacific Financial
Washington
$34.4K +$157 +2 +0.4%
WA
94
WPG Advisers
Maryland
$26.3K
WBC
95
West Branch Capital
Massachusetts
$15.5K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$14.5K
TFA
97
Toth Financial Advisory
Virginia
$13.5K
HIA
98
Harbor Investment Advisory
Maryland
$5.99K
AF
99
Allworth Financial
California
$5.69K
NFSG
100
Newbridge Financial Services Group
Florida
$2.54K