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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$253K +$231K +5,817 New
AAS
77
Avantax Advisory Services
Texas
$252K -$1.25M -31,512 -85%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$252K -$467K -11,759 -67%
SWM
79
SeaCrest Wealth Management
New York
$246K +$225K +5,669 New
AWA
80
Arete Wealth Advisors
Illinois
$243K -$18.4K -464 -8%
JWCA
81
J.W. Cole Advisors
Florida
$237K +$216K +5,445 New
FTUS
82
Flow Traders U.S.
New York
$230K +$210K +5,284 New
BF
83
BOK Financial
Oklahoma
$222K +$203K +5,116 New
PWAP
84
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$219K +$200K +5,031 New
SPIA
85
Steward Partners Investment Advisory
New York
$156K
MA
86
Montag & Associates
Georgia
$132K +$121K +3,043 New
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$29.6K +745 +37%
CF
88
Centaurus Financial
California
$109K -$95.5K -2,404 -49%
AF
89
Advisornet Financial
Minnesota
$107K
AA
90
Ancora Advisors
Ohio
$98K
EIP
91
Ellis Investment Partners
Pennsylvania
$86K +$556 +14 +0.7%
William Blair & Company
92
William Blair & Company
Illinois
$68K
Franklin Resources
93
Franklin Resources
California
$65K
GLLW
94
Graves Light Lenhart Wealth
Virginia
$65K +$59.6K +1,500 New
CFO
95
CVA Family Office
Colorado
$62K
CAL
96
Capital Advisors Ltd
Ohio
$54K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$54K
APA
98
American Portfolios Advisors
New York
$49.2K
EP
99
Eudaimonia Partners
Tennessee
$45K
SWM
100
Sugarloaf Wealth Management
Georgia
$36K