News + Filings Key Docs Ownership
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PROSHARES TR MDCP 400 DIVID (REGL)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 2,271,488 | -72,787 | 159,617,485,000 | 0.02 | |
Hist
| 06/30/2023 |
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COLDSTREAM CAPITAL MANAGEMENT INC
| 2,042,009 | 146,672 | 143,492,000,000 | 4.55 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 1,177,967 | 11,312 | 82,775,765,000 | 0.02 | |
Hist
| 06/30/2023 |
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Parcion Private Wealth LLC
| 745,187 | 745,187 | 52,722,001,000 | 5.51 | |
Hist
| 03/31/2023 |
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LPL Financial LLC
| 694,343 | 126,947 | 49,124,753,000 | 0.04 | |
Hist
| 03/31/2023 |
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BANK OF AMERICA CORP /DE/
| 668,097 | -7,502 | 46,947,147,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 457,830 | -56,409 | 32,171,714,000 | 0.01 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 416,772 | -38,656 | 29,312,607,000 | 0.01 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 403,675 | 81,385 | 28,366,217,000 | 0.04 | |
Hist
| 06/30/2023 |
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Bouchey Financial Group Ltd
| 385,860 | 30,613 | 27,114,353,000 | 3.28 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 374,508 | -30,300 | 26,317,000,000 | 0.01 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 301,782 | 105,965 | 21,593,123,000 | 0.04 | |
Hist
| 12/31/2022 |
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Baird Financial Group, Inc.
| 279,477 | 4,717 | 19,638,849,000 | 0.05 | |
Hist
| 06/30/2023 |
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INVESTMENT MANAGEMENT OF VIRGINIA LLC
| 218,211 | 38,478 | 15,612,997,000 | 3.06 | |
Hist
| 12/31/2022 |
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ADVISOR GROUP HOLDINGS, INC.
| 220,430 | -3,848 | 15,508,082,000 | | |
Hist
| 06/30/2023 |
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TOTH FINANCIAL ADVISORY CORP
| 190,572 | 11,427 | 13,635,394,000 | 2.21 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 174,824 | 20,847 | 12,508,663,000 | 0.01 | |
Hist
| 12/31/2022 |
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STIFEL FINANCIAL CORP
| 125,726 | -14,521 | 8,834,467,000 | 0.01 | |
Hist
| 06/30/2023 |
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Kraft, Davis & Associates, LLC
| 94,020 | 94,020 | 6,662,165,000 | 2.31 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 74,217 | 3,415 | 5,250,844,000 | 0.05 | |
Hist
| 03/31/2023 |
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PATHSTONE FAMILY OFFICE, LLC
| 73,239 | 500 | 5,146,505,000 | 0.08 | |
Hist
| 06/30/2023 |
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SMITH, MOORE & CO.
| 69,401 | 1,082 | 4,718,118,000 | 0.60 | |
Hist
| 06/30/2023 |
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Kellett Schaffner Wealth Advisors LLC
| 66,541 | 62,741 | 4,675,836,000 | 4.25 | |
Hist
| 06/30/2023 |
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Insight Advisors, LLC/ PA
| 63,124 | 347 | 4,435,723,000 | 0.99 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 59,168 | 4,477 | 4,233,460,000 | 0.01 | |
Hist
| 12/31/2022 |
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Integrated Wealth Concepts LLC
| 54,010 | 54,010 | 3,795,289,000 | 0.07 | |
Hist
| 06/30/2023 |
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FAS Wealth Partners, Inc.
| 49,934 | 16,068 | 3,508,835,000 | 0.44 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 48,958 | 15,776 | 3,463,804,000 | 0.03 | |
Hist
| 03/31/2023 |
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Jacobi Capital Management LLC
| 47,584 | 3,382 | 3,343,699,000 | 0.37 | |
Hist
| 06/30/2023 |
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Avant Capital LLC
| 47,099 | 2,329 | 3,309,677,000 | 3.65 | |
Hist
| 06/30/2023 |
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Live Oak Investment Partners
| 46,379 | 46,379 | 3,258,855,000 | 2.72 | |
Hist
| 06/30/2023 |
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Kerntke Otto McGlone Wealth Management Group
| 43,327 | 40,914 | 3,045,000,000 | 2.98 | |
Hist
| 06/30/2023 |
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Kingsview Wealth Management, LLC
| 37,396 | 2,124 | 2,627,817,000 | 0.10 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 35,577 | 1,522 | 2,499,978,000 | 0.00 | |
Hist
| 06/30/2023 |
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Financial Partners Group, Inc
| 32,254 | -14,036 | 2,311,357,000 | 0.47 | |
Hist
| 06/30/2023 |
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