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ProShares Large Cap Core Plus
CSM

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.4M +$3.66M +135,992 +7%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$37.2M +$629K +23,404 +2%
CAAS
3
Capital Asset Advisory Services
Michigan
$13.8M -$1.48M -54,910 -10%
Wells Fargo
4
Wells Fargo
California
$13.5M -$677K -25,172 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.3M +$12.7M +471,676 +4,132%
LPL Financial
6
LPL Financial
California
$13.2M +$379K +14,104 +3%
SBL
7
Sargent Bickham Lagudis
Colorado
$11.8M -$1.43M -53,158 -11%
Bank of America
8
Bank of America
North Carolina
$10.7M +$2.58M +95,902 +33%
FIM
9
Freedom Investment Management
Connecticut
$8.45M -$1.87M -69,512 -19%
AF
10
AMG Funds
Connecticut
$7.56M -$1.75M -65,000 -19%
UBS Group
11
UBS Group
Switzerland
$6.3M -$323K -12,000 -5%
CS
12
Comerica Securities
Michigan
$5.4M +$162K +6,020 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.4M +$280K +10,406 +6%
CWA
14
Cypress Wealth Advisors
California
$4.65M +$535K +19,894 +13%
BCI
15
Brinker Capital Investments
Pennsylvania
$4.63M +$41.8K +1,556 +0.9%
SG Americas Securities
16
SG Americas Securities
New York
$4.06M +$3.95M +147,076 New
Comerica Bank
17
Comerica Bank
Texas
$3.74M -$852K -31,686 -19%
LFAS
18
Level Four Advisory Services
Texas
$3.17M +$3.08M +114,570 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.12M +$1.09M +40,436 +56%
MFS
20
MSI Financial Services
Massachusetts
$2.62M -$270K -10,060 -10%
Jane Street
21
Jane Street
New York
$1.9M +$1.84M +68,600 New
ST
22
Spinnaker Trust
Maine
$1.87M – – –
IA
23
IFP Advisors
Florida
$1.64M +$306K +11,390 +24%
LIM
24
Leavell Investment Management
Alabama
$1.51M -$108K -4,000 -7%
AWS
25
AJ Wealth Strategies
New York
$1.3M +$1.27M +47,090 New
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