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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MG
126
Mather Group
Illinois
$711K -$53.9K -1,750 -7%
PPW
127
Pasadena Private Wealth
California
$710K +$688K +22,353 New
IWM
128
IHT Wealth Management
Illinois
$696K -$346K -11,236 -34%
FPAS
129
Focus Partners Advisor Solutions
Missouri
$694K -$10.8K -350 -2%
GVAG
130
Great Valley Advisor Group
Delaware
$692K +$144K +4,683 +27%
CA
131
Clearstead Advisors
Ohio
$667K -$43.5K -1,413 -6%
BFPW
132
BOK Financial Private Wealth
Colorado
$661K +$4.8K +156 +0.8%
WCP
133
Wealthcare Capital Partners
Pennsylvania
$642K +$85.5K +2,777 +16%
CRFG
134
Columbia River Financial Group
Washington
$636K -$86.5K -2,810 -12%
VC
135
Vicus Capital
Pennsylvania
$631K +$13K +421 +2%
Goldman Sachs
136
Goldman Sachs
New York
$624K +$95.2K +3,091 +19%
BA
137
Bristlecone Advisors
Washington
$608K -$131K -4,251 -18%
BPA
138
Beacon Pointe Advisors
California
$592K -$426K -13,845 -43%
SIA
139
SGL Investment Advisors
Montana
$591K +$57.3K +1,859 +12%
MMA
140
Miracle Mile Advisors
California
$585K +$48.3K +1,567 +9%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$567K +$89.7K +2,914 +20%
NC
142
NewSquare Capital
Pennsylvania
$566K +$50K +1,623 +10%
CWL
143
Causey Wealth LLC
Colorado
$563K -$88.5K -2,873 -14%
SC
144
SouthState Corp
Florida
$562K
Natixis Advisors
145
Natixis Advisors
Massachusetts
$556K -$14.1K -457 -3%
RCAG
146
Rehmann Capital Advisory Group
Michigan
$552K
IPAM
147
Investment Partners Asset Management
New Jersey
$547K +$3.54K +115 +0.7%
PWMA
148
Pension & Wealth Management Advisors
Massachusetts
$544K +$38.7K +1,256 +8%
AI
149
Atria Investments
North Carolina
$544K +$20.4K +661 +4%
SF
150
Seek First
California
$541K +$6.65K +216 +1%