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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$328K -$6.13M -118,726 -95%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$323K
SIG
78
Sargent Investment Group
Maryland
$322K
JP Morgan Chase
79
JP Morgan Chase
New York
$314K +$1.5K +29 +0.5%
UL
80
Unionview LLC
Washington
$305K +$826 +16 +0.3%
RJT
81
Raymond James Trust
Florida
$272K -$133K -2,587 -32%
KWM
82
Kingsview Wealth Management
Oregon
$256K
MCWS
83
McKinley Carter Wealth Services
West Virginia
$250K -$2.12K -41 -0.8%
CWM
84
Cornerstone Wealth Management
Missouri
$244K +$253K +4,896 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$243K +$37.4K +725 +17%
AAS
86
Avantax Advisory Services
Texas
$240K -$14.4K -279 -5%
EWA
87
Exencial Wealth Advisors
Oklahoma
$228K
AWA
88
Arkadios Wealth Advisors
Georgia
$213K -$10.2K -198 -4%
HWM
89
Howard Wealth Management
Connecticut
$202K +$210K +4,070 New
IWM
90
IHT Wealth Management
Illinois
$201K +$209K +4,042 New
SPIA
91
Steward Partners Investment Advisory
New York
$195K +$9.96K +193 +5%
MA
92
Montag & Associates
Georgia
$156K +$413 +8 +0.3%
WT
93
Whittier Trust
California
$149K -$86.7K -1,680 -36%
AA
94
Ancora Advisors
Ohio
$110K +$7.74K +150 +7%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$80.9K -$980 -19 -1%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$75.9K
Franklin Resources
97
Franklin Resources
California
$74.6K
HWM
98
Horizons Wealth Management
North Carolina
$69.4K
ASN
99
Advisory Services Network
Georgia
$67.8K +$70.3K +1,363 New
US Bancorp
100
US Bancorp
Minnesota
$62.2K -$8.67K -168 -12%