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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M -$145K -3,827 -7%
CFA
27
Carroll Financial Associates
North Carolina
$1.76M +$37K +975 +2%
AW
28
ACG Wealth
Georgia
$1.6M -$103K -2,730 -6%
LBC
29
Lowe Brockenbrough & Co
Virginia
$1.53M +$47.4K +1,250 +3%
RA
30
RFG Advisory
Alabama
$1.16M +$90K +2,375 +9%
MWM
31
Modera Wealth Management
New Jersey
$1.11M +$1.05M +27,680 New
NC
32
NewSquare Capital
Pennsylvania
$936K +$516K +13,625 +141%
Goldman Sachs
33
Goldman Sachs
New York
$857K -$1.04M -27,353 -56%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$839K -$4.13K -109 -0.5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$836K -$77.4K -2,043 -9%
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$763K
KFP
37
KMG Fiduciary Partners
Ohio
$735K +$29.5K +779 +4%
CA
38
Cetera Advisors
Colorado
$704K -$277K -7,302 -29%
SPIA
39
Steward Partners Investment Advisory
New York
$624K
GAG
40
GM Advisory Group
New York
$596K +$190 +5 +0%
Stifel Financial
41
Stifel Financial
Missouri
$584K +$551K +14,530 New
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$521K
UA
43
Unison Advisors
District of Columbia
$516K -$17.5K -461 -3%
CPIG
44
Chicago Partners Investment Group
Illinois
$513K -$253K -6,688 -35%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$511K -$6.44K -170 -1%
Ameriprise
46
Ameriprise
Minnesota
$488K +$24.7K +651 +6%
BFG
47
Berger Financial Group
Minnesota
$422K +$398K +10,501 New
AWA
48
Arkadios Wealth Advisors
Georgia
$416K +$393K +10,365 New
IFWM
49
Institute for Wealth Management
Colorado
$399K
PCM
50
Parsons Capital Management
Rhode Island
$364K +$7.58K +200 +2%