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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
S.A. Mason
Michigan
$671K -$87.7K -1,720 -12%
TSWM
52
Tyler-Stone Wealth Management
Ohio
$644K +$639K +12,526 New
CCA
53
Clearwater Capital Advisors
Illinois
$619K -$25.3K -496 -4%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$552K
BFG
55
Berger Financial Group
Minnesota
$535K -$66.6K -1,307 -11%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$47.1K +924 +10%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$530K +$40.7K +799 +8%
AWA
58
Arkadios Wealth Advisors
Georgia
$521K -$224K -4,390 -30%
SFP
59
Sweet Financial Partners
Minnesota
$514K +$510K +10,000 New
AWA
60
Amplius Wealth Advisors
Pennsylvania
$489K +$485K +9,519 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$484K +$107K +2,099 +29%
KFP
62
KMG Fiduciary Partners
Ohio
$445K +$9.53K +187 +2%
Citigroup
63
Citigroup
New York
$443K +$51 +1 +0%
ETIA
64
Epic Trust Investment Advisors
Washington
$432K +$429K +8,413 New
TRCT
65
Tower Research Capital (TRC)
New York
$431K +$428K +8,389 New
NFG
66
Next Financial Group
Texas
$428K +$4.33K +85 +1%
SPIA
67
Steward Partners Investment Advisory
New York
$400K +$204 +4 +0.1%
MFW
68
Meristem Family Wealth
Minnesota
$397K
MAM
69
Meeder Asset Management
Ohio
$385K +$3.47K +68 +0.9%
Wolverine Trading
70
Wolverine Trading
Illinois
$381K +$378K +7,417 New
LAS
71
LWM Advisory Services
Florida
$377K +$374K +7,337 New
KWM
72
Kingsview Wealth Management
Oregon
$355K -$7.14K -140 -2%
LCM
73
LVM Capital Management
Michigan
$322K -$9.69K -190 -3%
CWM
74
Collaborative Wealth Management
Florida
$317K +$315K +6,172 New
CWA
75
Choice Wealth Advisors
Maine
$308K -$7.39K -145 -2%