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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GAG
26
GM Advisory Group
New York
$654K -$49.2K -1,520 -7%
UA
27
Unison Advisors
District of Columbia
$651K +$2.4K +74 +0.4%
CA
28
Cetera Advisors
Colorado
$483K +$476K +14,682 New
GRP
29
Global Retirement Partners
California
$478K
Creative Planning
30
Creative Planning
Kansas
$464K
AG
31
Advisor Group
Arizona
$421K
IFWM
32
Institute for Wealth Management
Colorado
$375K
PCM
33
Parsons Capital Management
Rhode Island
$266K
CFA
34
Carroll Financial Associates
North Carolina
$197K
GSWM
35
Golden State Wealth Management
California
$53K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$39K +$25.1K +774 +183%
RWA
37
Redhawk Wealth Advisors
Minnesota
$30K +$29.2K +900 New
JP Morgan Chase
38
JP Morgan Chase
New York
$17K +$1.17K +36 +8%
CFD
39
Creative Financial Designs
Indiana
$12K
SIAS
40
Shine Investment Advisory Services
Colorado
$11K
US Bancorp
41
US Bancorp
Minnesota
$10K +$9.55K +295 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$6K
LWM
43
Liberty Wealth Management
California
$4K +$4.37K +135 New
AI
44
Atria Investments
North Carolina
-$1.32M -41,430 Closed
Mariner
45
Mariner
Kansas
-$257K -8,094 Closed
AAS
46
Avantax Advisory Services
Texas
-$205K -6,462 Closed
SJIM
47
St. Johns Investment Management
Florida
-$64K -2,003 Closed
CFA
48
Camarda Financial Advisors
Florida
-$12K -389 Closed
WP
49
WealthShield Partners
North Carolina
-$5K -162 Closed