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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
$61.7M +$1.96M +24,967 +3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$28.6M +$40.6K +518 +0.1%
LPL Financial
3
LPL Financial
California
$21.9M -$79.8K -1,017 -0.3%
BRWA
4
B. Riley Wealth Advisors
Florida
$12M -$831K -10,586 -6%
WW
5
Waterfront Wealth
Kansas
$10M +$1.97M +25,172 +23%
OBWG
6
Onyx Bridge Wealth Group
New York
$8.61M -$102K -1,296 -1%
Stifel Financial
7
Stifel Financial
Missouri
$7.64M -$1.52M -19,408 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.46M +$60.8K +775 +0.8%
UCFA
9
United Capital Financial Advisors
Texas
$6.5M -$24K -306 -0.4%
Wells Fargo
10
Wells Fargo
California
$5.26M +$379K +4,825 +7%
Bank of America
11
Bank of America
North Carolina
$4.89M -$343K -4,373 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.67M -$1.13M -14,412 -19%
LPT
13
Legacy Private Trust
Wisconsin
$4.03M -$148K -1,880 -3%
MA
14
Mutual Advisors
Nebraska
$3.92M – – –
HAG
15
HighPoint Advisor Group
Illinois
$3.67M -$4.94K -63 -0.1%
Raymond James Financial
16
Raymond James Financial
Florida
$3.62M +$79.2K +1,009 +2%
GCP
17
Gill Capital Partners
Colorado
$3.37M -$205K -2,607 -5%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.1M – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$2.73M -$932K -11,879 -25%
KAS
20
Kestra Advisory Services
Texas
$2.66M -$1.57K -20 -0.1%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.55M -$10.7K -137 -0.4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.49M +$33.8K +431 +1%
MF
23
Manchester Financial
California
$2.36M +$56K +714 +2%
Cerity Partners
24
Cerity Partners
New York
$2.23M -$18.1K -231 -0.8%
DWAM
25
Duncan Williams Asset Management
Tennessee
$2.19M -$192K -2,446 -8%
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