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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Marion Wealth Management
Pennsylvania
$381K
PA
252
PFG Advisors
Arizona
$374K +$384K +4,811 New
RMCM
253
Reynders McVeigh Capital Management
Massachusetts
$373K -$79.7K -1,000 -17%
CC
254
Courier Capital
New York
$372K
RSWA
255
Robinson Smith Wealth Advisors
Maine
$371K
SL
256
Salomon & Ludwin
Virginia
$368K -$3.03K -38 -0.8%
SLT
257
St Louis Trust
Missouri
$367K
SAM
258
SignalPoint Asset Management
Missouri
$367K -$74.6K -936 -17%
CIA
259
Choate Investment Advisors
Massachusetts
$366K
RG
260
Rathbones Group
United Kingdom
$366K
OFS
261
OneAscent Financial Services
Alabama
$365K +$374K +4,696 New
AAS
262
Ameritas Advisory Services
Nebraska
$351K -$10.2K -128 -3%
BPA
263
Beacon Pointe Advisors
California
$335K +$39.3K +493 +13%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$330K +$69.1K +866 +26%
C
265
Certuity
Florida
$328K
Citadel Advisors
266
Citadel Advisors
Florida
$327K -$1,000K -12,540 -75%
FCI
267
Financial Counselors Inc
Kansas
$324K
IFWM
268
Institute for Wealth Management
Colorado
$318K -$5.1K -64 -2%
VA
269
Valmark Advisers
Ohio
$315K
KLI
270
Kelman-Lazarov Inc
Tennessee
$313K
WC
271
Wolfstich Capital
Massachusetts
$313K +$321K +4,024 New
CW
272
Code Waechter
Florida
$311K
SFG
273
Seamount Financial Group
Colorado
$311K
RT
274
Rockland Trust
Massachusetts
$310K
LFG
275
Larson Financial Group
Missouri
$306K +$1.36K +17 +0.4%