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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
126
SJS Investment Consulting
Ohio
$110K – – –
CT
127
Coastline Trust
Rhode Island
$88.3K – – –
GWSG
128
GPS Wealth Strategies Group
Colorado
$88K – – –
MCM
129
MAI Capital Management
Ohio
$65.5K – – –
Comerica Bank
130
Comerica Bank
Texas
$64.7K – – –
CFD
131
Creative Financial Designs
Indiana
$63.6K -$10.8K -181 -15%
BlackRock
132
BlackRock
New York
$61.3K – – –
BCWM
133
Bartlett & Co Wealth Management
Ohio
$60.1K – – –
AA
134
Ancora Advisors
Ohio
$53.4K – – –
GWM
135
Geneos Wealth Management
Colorado
$41K +$14.3K +240 +60%
TSMHT
136
Thurston Springer Miller Herd & Titak
Indiana
$30.7K +$119 +2 +0.4%
AWM
137
AE Wealth Management
Kansas
$27.4K +$24.7K +414 +2,957%
PS
138
Principal Securities
Iowa
$18.3K – – –
T
139
Transce3nd
Texas
$17.2K – – –
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$10.2K – – –
SAM
141
Smartleaf Asset Management
Massachusetts
$8.44K +$179 +3 +2%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$7.94K – – –
C
143
Covestor
United Kingdom
$7K +$60 +1 +1%
SWM
144
Spire Wealth Management
Virginia
$6.4K – – –
BTI
145
Blue Trust Inc
Georgia
$5.18K – – –
AAP
146
Arax Advisory Partners
Colorado
$3.9K +$3.64K +61 New
MSG
147
Main Street Group
Virginia
$3.2K – – –
DWM
148
Darwin Wealth Management
Florida
$2.24K – – –
Jane Street
149
Jane Street
New York
– -$1.11M -18,644 Closed
PIA
150
Perennial Investment Advisors
California
– -$834K -14,066 Closed