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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
$63.7M -$1.08M -13,857 -2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$30.3M -$1.24M -15,871 -4%
LPL Financial
3
LPL Financial
California
$23.4M -$731K -9,369 -3%
BRWA
4
B. Riley Wealth Advisors
Florida
$14M -$101K -1,289 -0.7%
Stifel Financial
5
Stifel Financial
Missouri
$9.69M +$58.6K +751 +0.6%
OBWG
6
Onyx Bridge Wealth Group
New York
$9.27M -$40.6K -520 -0.4%
WW
7
Waterfront Wealth
Kansas
$8.74M +$306K +3,923 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.88M +$84.5K +1,082 +1%
UCFA
9
United Capital Financial Advisors
Texas
$6.92M +$6.79M +86,946 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.12M -$105K -1,345 -2%
Bank of America
11
Bank of America
North Carolina
$5.56M +$94.8K +1,214 +2%
Wells Fargo
12
Wells Fargo
California
$5.21M +$135K +1,732 +3%
LPT
13
Legacy Private Trust
Wisconsin
$4.44M -$1.87K -24 -0%
MA
14
Mutual Advisors
Nebraska
$4.17M – – –
HAG
15
HighPoint Advisor Group
Illinois
$3.91M +$3.83M +49,076 New
Osaic Holdings
16
Osaic Holdings
Arizona
$3.86M -$34.4K -440 -0.9%
GCP
17
Gill Capital Partners
Colorado
$3.8M -$279K -3,576 -7%
Raymond James Financial
18
Raymond James Financial
Florida
$3.78M -$16.5K -211 -0.4%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$3.3M -$5K -64 -0.2%
KAS
20
Kestra Advisory Services
Texas
$2.83M -$3.04K -39 -0.1%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.73M -$79.4K -1,017 -3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.62M -$226K -2,899 -8%
DWAM
23
Duncan Williams Asset Management
Tennessee
$2.51M +$42.9K +550 +2%
MF
24
Manchester Financial
California
$2.45M +$60K +768 +3%
Cerity Partners
25
Cerity Partners
New York
$2.39M +$156 +2 +0%
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