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ProShares Investment Grade-Interest Rate Hedged

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Partners Wealth Management
California
$687K +$684K +8,787 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$674K +$28.5K +366 +4%
TW
28
TrinityPoint Wealth
Connecticut
$667K -$67.2K -864 -9%
KF
29
KKM Financial
Illinois
$577K +$48K +617 +9%
EAM
30
Empirical Asset Management
Massachusetts
$568K +$34.4K +442 +6%
TFM
31
Trademark Financial Management
Minnesota
$520K +$518K +6,656 New
FWM
32
Fortress Wealth Management
California
$519K -$35.3K -454 -6%
MCM
33
MAI Capital Management
Ohio
$432K +$430K +5,525 New
TGAM
34
TBH Global Asset Management
Tennessee
$414K +$421K +5,416 New
RWI
35
Red Wave Investments
Pennsylvania
$397K
OC
36
Opinicus Capital
Florida
$324K -$8.25K -106 -2%
Raymond James Financial
37
Raymond James Financial
Florida
$320K +$319K +4,093 New
PAMG
38
Patton Albertson Miller Group
Tennessee
$295K -$5.84K -75 -2%
JWCA
39
J.W. Cole Advisors
Florida
$267K -$27.2K -349 -9%
BRWA
40
B. Riley Wealth Advisors
Florida
$257K -$69.1K -888 -21%
SCA
41
Snowden Capital Advisors
New York
$235K +$233K +3,000 New
AWM
42
Axxcess Wealth Management
California
$225K
CC
43
Commons Capital
Massachusetts
$224K +$3.42K +44 +2%
RW
44
Rockport Wealth
Ohio
$216K
SIC
45
SFE Investment Counsel
California
$203K
Comerica Bank
46
Comerica Bank
Texas
$197K
MWA
47
Medallion Wealth Advisors
Connecticut
$152K +$152K +1,948 New
NA
48
NewEdge Advisors
Louisiana
$130K +$7.78K +100 +6%
ACA
49
Aptus Capital Advisors
Alabama
$106K +$106K +1,358 New
VWWMG
50
Vermillion & White Wealth Management Group
Pennsylvania
$33.5K