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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
126
First Heartland Consultants
Missouri
$570K
BFA
127
Benedict Financial Advisors
Georgia
$552K +$530K +9,636 New
RWP
128
RWA Wealth Partners
Massachusetts
$529K
SKK
129
Shepherd Kaplan Krochuk
Massachusetts
$510K +$1.1K +20 +0.2%
OCM
130
One Capital Management
California
$481K -$18.7K -340 -4%
HSA
131
HBK Sorce Advisory
Pennsylvania
$480K -$1.54K -28 -0.3%
William Blair & Company
132
William Blair & Company
Illinois
$474K -$316K -5,750 -41%
MCM
133
MAI Capital Management
Ohio
$465K +$446K +8,114 New
BRWM
134
B. Riley Wealth Management
Tennessee
$458K +$439K +7,988 New
CAM
135
Cozad Asset Management
Illinois
$438K
RF
136
Rollins Financial
Georgia
$433K -$88.9K -1,616 -18%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$430K +$407K +7,392 New
SAM
138
SignalPoint Asset Management
Missouri
$415K -$53.8K -978 -12%
ST
139
Spinnaker Trust
Maine
$410K -$35.9K -652 -8%
KLI
140
Kelman-Lazarov Inc
Tennessee
$397K
FNBT
141
FineMark National Bank & Trust
Florida
$392K
BSW
142
Buckingham Strategic Wealth
Missouri
$391K -$13.7K -250 -4%
OIA
143
Optimum Investment Advisors
Illinois
$383K
WTC
144
WhitTier Trust Company
Nevada
$377K
EW
145
Element Wealth
Mississippi
$352K
WCWM
146
Willow Creek Wealth Management
California
$350K
Fidelity Investments
147
Fidelity Investments
Massachusetts
$344K +$107K +1,940 +48%
EWA
148
Exencial Wealth Advisors
Oklahoma
$337K -$47K -854 -13%
FCI
149
Financial Counselors Inc
Kansas
$334K -$13.5K -246 -4%
LIA
150
LS Investment Advisors
Michigan
$333K