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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Berger Financial Group
Minnesota
$529K
PCM
52
Parsons Capital Management
Rhode Island
$481K +$5.36K +110 +1%
Ameriprise
53
Ameriprise
Minnesota
$480K -$33.5K -688 -7%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$450K -$3.75K -77 -0.9%
AWA
55
Arkadios Wealth Advisors
Georgia
$425K -$199K -4,075 -33%
RFA
56
Resurgent Financial Advisors
Georgia
$417K +$404K +8,280 New
MA
57
Mezzasalma Advisors
New Jersey
$367K
EGA
58
E&G Advisors
Texas
$346K +$731 +15 +0.2%
CGPCS
59
Capital Group Private Client Services
California
$316K +$305K +6,266 New
PA
60
PSI Advisors
Florida
$294K -$19.4K -398 -6%
KPWS
61
Kestra Private Wealth Services
Texas
$286K -$43.8K -899 -14%
WHG
62
Westwood Holdings Group
Texas
$257K
RJA
63
Raymond James & Associates
Florida
$257K +$249K +5,102 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$246K +$682 +14 +0.3%
IA
65
IFS Advisors
Kansas
$244K
ONB
66
Old National Bancorp
Indiana
$233K
RWB
67
RMR Wealth Builders
New Jersey
$221K +$214K +4,387 New
MWP
68
Moller Wealth Partners
$211K +$204K +4,194 New
US Bancorp
69
US Bancorp
Minnesota
$204K -$48.7K -1,000 -20%
PAS
70
Park Avenue Securities
New York
$200K +$194K +3,981 New
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$128K -$20.3K -417 -14%
CFD
72
Creative Financial Designs
Indiana
$126K -$8.58K -176 -7%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$118K +$16.3K +334 +17%
AWM
74
Accel Wealth Management
Iowa
$103K +$55.4K +1,137 +126%
SIC
75
SJS Investment Consulting
Ohio
$88K +$85.1K +1,746 New