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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
51
Strategic Family Wealth Counselors
New Jersey
$11.8M +$309K +3,275 +3%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$11.7M +$208K +2,201 +2%
CIA
53
Concurrent Investment Advisors
Florida
$11.3M +$635K +6,721 +6%
AWA
54
Arkadios Wealth Advisors
Georgia
$11M -$1.12M -11,890 -9%
MFWP
55
Mosaic Family Wealth Partners
Missouri
$10.6M +$4.12M +43,605 +65%
TWM
56
TopTier Wealth Management
Wisconsin
$10.6M +$398K +4,210 +4%
EH
57
Equitable Holdings
New York
$10.4M +$213K +2,250 +2%
SWA
58
Stratos Wealth Advisors
Ohio
$10.3M -$116K -1,230 -1%
CI
59
CX Institutional
Indiana
$10.2M +$258K +2,728 +3%
KFI
60
Key Financial Inc
Pennsylvania
$9.25M +$45.2K +478 +0.5%
MWP
61
Moller Wealth Partners
$8.84M -$24.7K -261 -0.3%
Stifel Financial
62
Stifel Financial
Missouri
$8.59M -$182K -1,923 -2%
HHRDM
63
H&H Retirement Design & Management
Nevada
$7.51M +$264K +2,795 +4%
Truist Financial
64
Truist Financial
North Carolina
$6.84M +$280K +2,965 +4%
FAT
65
First American Trust
California
$6.7M -$251K -2,651 -4%
CWA
66
Centennial Wealth Advisory
Michigan
$6.59M +$581K +6,145 +10%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$6.54M +$351K +3,715 +6%
KPWS
68
Kestra Private Wealth Services
Texas
$6.29M -$82.9K -877 -1%
BBHC
69
Brown Brothers Harriman & Co
New York
$6.22M
GLLW
70
Graves Light Lenhart Wealth
Virginia
$6.04M +$113K +1,196 +2%
1WM
71
1900 Wealth Management
Texas
$6.02M +$1.23K +13 +0%
SLT
72
St Louis Trust
Missouri
$5.97M
TFA
73
Tobias Financial Advisors
Florida
$5.95M +$30.3K +321 +0.5%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$5.68M -$72.7K -769 -1%
AP
75
Advisors Preferred
Maryland
$5.67M -$6.04M -63,968 -52%