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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TL
176
TrueWealth LLC
Georgia
$36K
PFBT
177
Parkside Financial Bank & Trust
Missouri
$35K
FHA
178
First Horizon Advisors
Tennessee
$32K
GRP
179
Global Retirement Partners
California
$32K
AWMS
180
Advocacy Wealth Management Services
Georgia
$29K
VNA
181
Valley National Advisers
Pennsylvania
$27K +$3.09K +68 +13%
CFD
182
Creative Financial Designs
Indiana
$25K
TFGT
183
TS Financial Group (TSFG)
Illinois
$25K +$23.7K +522 New
CAL
184
Capital Analysts LLC
Pennsylvania
$23K
MAM
185
Marquette Asset Management
Minnesota
$22K +$21.4K +470 New
LWM
186
Liberty Wealth Management
California
$19K
WWM
187
Willingdon Wealth Management
North Carolina
$17K
CAL
188
Capital Advisors Ltd
Ohio
$15K
KL
189
KWMG LLC
Kansas
$15K
MSFP
190
Mark Sheptoff Financial Planning
Connecticut
$14K
Fidelity Investments
191
Fidelity Investments
Massachusetts
$13K -$1.36K -30 -10%
AIA
192
Alera Investment Advisors
Illinois
$12K -$11.8K -260 -50%
WF
193
WealthTrust Fairport
Ohio
$11K +$10.5K +230 New
FPB
194
First PREMIER Bank
South Dakota
$10K
SF
195
Synovus Financial
Georgia
$10K
GWMIA
196
Global Wealth Management Investment Advisory
Florida
$10K +$9.46K +208 New
WEC
197
Winslow Evans & Crocker
Massachusetts
$8K
ADL
198
Asset Dedication LLC
California
$7K
ASN
199
Advisory Services Network
Georgia
$5K -$10.1K -222 -67%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$5K