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ProShares Investment Grade-Interest Rate Hedged
IGHG

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$75M +$6.24M +81,111 +9%
Wells Fargo
2
Wells Fargo
California
$25.4M +$4.92M +63,984 +24%
UBS Group
3
UBS Group
Switzerland
$21M +$1.16M +15,019 +6%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$17.3M +$12.1M +156,750 +230%
Bank of America
5
Bank of America
North Carolina
$16.9M +$5.09M +66,094 +43%
SI
6
SimpliFi Inc
California
$14.7M +$14.7M +191,321 New
AssetMark Inc
7
AssetMark Inc
California
$8.89M +$113K +1,464 +1%
MML Investors Services
8
MML Investors Services
Massachusetts
$4.78M +$1.47M +19,133 +45%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.92M +$1.45M +18,847 +59%
WP
10
WealthSource Partners
California
$3.52M +$3.52M +45,732 New
HCM
11
HMS Capital Management
Tennessee
$2.87M +$640K +8,317 +29%
GC
12
Guggenheim Capital
Illinois
$2.82M -$157K -2,047 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.11M +$2.02M +26,226 +2,277%
LPL Financial
14
LPL Financial
California
$1.89M -$241K -3,135 -11%
SCM
15
Southport Capital Management
Tennessee
$1.6M +$488K +6,347 +44%
LWS
16
Lucia Wealth Services
California
$1.59M +$1.59M +20,613 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.3M +$126K +1,635 +11%
CWM
18
Cornerstone Wealth Management
Missouri
$1.3M +$54.4K +707 +4%
EC
19
Estate Counselors
Wisconsin
$1.23M – – –
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.16M +$264K +3,430 +30%
RWM
21
Raffa Wealth Management
District of Columbia
$1.13M +$107K +1,391 +10%
SI
22
Stephens Inc
Arkansas
$1M +$163K +2,125 +19%
FAIM
23
Financial Advocates Investment Management
Washington
$906K +$905K +11,764 New
RJA
24
Raymond James & Associates
Florida
$870K +$23.6K +307 +3%
LFAS
25
Level Four Advisory Services
Texas
$863K +$4.54K +59 +0.5%
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