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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$57.2M -$500K -7,669 -0.9%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$28M -$24.7M -378,727 -49%
LPL Financial
3
LPL Financial
California
$20.4M -$3.79M -58,035 -17%
BRWA
4
B. Riley Wealth Advisors
Florida
$14M +$13M +198,963 New
Stifel Financial
5
Stifel Financial
Missouri
$8.49M +$1.62M +24,794 +26%
OBWG
6
Onyx Bridge Wealth Group
New York
$8.2M -$292K -4,477 -4%
WW
7
Waterfront Wealth
Kansas
$7.13M +$14.2K +218 +0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.04M -$3.46M -53,036 -35%
AF
9
Apexium Financial
Texas
$6.72M -$57.4K -880 -0.9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.87M -$717K -10,994 -12%
Bank of America
11
Bank of America
North Carolina
$5.81M -$230K -3,531 -4%
Wells Fargo
12
Wells Fargo
California
$4.59M -$118K -1,808 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.22M +$5.61K +86 +0.1%
LPT
14
Legacy Private Trust
Wisconsin
$4.16M -$1.24M -19,009 -24%
GCP
15
Gill Capital Partners
Colorado
$3.83M -$410K -6,282 -10%
MA
16
Mutual Advisors
Nebraska
$3.79M -$45.8K -702 -1%
Raymond James Financial
17
Raymond James Financial
Florida
$3.36M -$100K -1,540 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.22M +$445K +6,820 +18%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.92M +$1.26M +19,320 +87%
FIM
20
Freedom Investment Management
Connecticut
$2.92M -$76.9K -1,179 -3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.58M -$255K -3,917 -10%
KAS
22
Kestra Advisory Services
Texas
$2.5M +$2.48K +38 +0.1%
DWAM
23
Duncan Williams Asset Management
Tennessee
$2.23M
Cerity Partners
24
Cerity Partners
New York
$2.11M +$19.3K +296 +1%
HWA
25
HCR Wealth Advisors
California
$1.81M