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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
$57.2M -$1.9M -28,391 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$51.6M -$61.7K -921 -0.1%
LPL Financial
3
LPL Financial
California
$19.7M -$6.03M -90,056 -23%
BRWA
4
B. Riley Wealth Advisors
Florida
$16.6M +$627K +9,360 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.2M +$430K +6,424 +4%
OBWG
6
Onyx Bridge Wealth Group
New York
$8.11M -$14.4K -215 -0.2%
WW
7
Waterfront Wealth
Kansas
$6.84M -$3.88K -58 -0.1%
LPT
8
Legacy Private Trust
Wisconsin
$6.45M -$21.3K -318 -0.3%
Bank of America
9
Bank of America
North Carolina
$6.44M -$559K -8,348 -8%
AF
10
Apexium Financial
Texas
$6.41M -$414K -6,189 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.37M -$402K -5,999 -6%
Stifel Financial
12
Stifel Financial
Missouri
$6.24M -$155K -2,309 -2%
Wells Fargo
13
Wells Fargo
California
$5.04M +$145K +2,170 +3%
GCP
14
Gill Capital Partners
Colorado
$4.43M -$157K -2,338 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.92M +$841K +12,562 +27%
MA
16
Mutual Advisors
Nebraska
$3.67M -$46.1K -688 -1%
Raymond James Financial
17
Raymond James Financial
Florida
$3.37M +$3.41M +51,004 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.89M +$179K +2,679 +7%
FIM
19
Freedom Investment Management
Connecticut
$2.79M -$38.9K -581 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.66M -$581K -8,686 -18%
KAS
21
Kestra Advisory Services
Texas
$2.45M +$33.2K +496 +1%
DWAM
22
Duncan Williams Asset Management
Tennessee
$2.1M +$118K +1,757 +6%
Cerity Partners
23
Cerity Partners
New York
$1.96M – – –
HWA
24
HCR Wealth Advisors
California
$1.7M – – –
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.47M +$1.48M +22,172 New
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