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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$352K
MML Investors Services
77
MML Investors Services
Massachusetts
$349K +$99 +2 +0%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$343K
SIG
79
Sargent Investment Group
Maryland
$343K
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$342K -$4.33M -87,187 -93%
JP Morgan Chase
81
JP Morgan Chase
New York
$341K +$6.85K +138 +2%
UL
82
Unionview LLC
Washington
$326K +$1.09K +22 +0.4%
RJT
83
Raymond James Trust
Florida
$312K +$21.5K +434 +8%
KWM
84
Kingsview Wealth Management
Oregon
$273K
IA
85
Insight Advisors
Pennsylvania
$260K -$238K -4,803 -49%
CWM
86
Cornerstone Wealth Management
Missouri
$259K +$99 +2 +0%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$259K
AAS
88
Avantax Advisory Services
Texas
$258K +$2.13K +43 +0.9%
EWA
89
Exencial Wealth Advisors
Oklahoma
$242K
MCWS
90
McKinley Carter Wealth Services
West Virginia
$231K -$32.6K -657 -13%
CM
91
Capital Management
Virginia
$229K +$215K +4,334 New
HWM
92
Howard Wealth Management
Connecticut
$215K
SPIA
93
Steward Partners Investment Advisory
New York
$208K
AWA
94
Arete Wealth Advisors
Illinois
$205K +$192K +3,875 New
MA
95
Montag & Associates
Georgia
$167K +$596 +12 +0.4%
BAM
96
Bosun Asset Management
Illinois
$159K +$149K +3,000 New
WT
97
Whittier Trust
California
$159K
AA
98
Ancora Advisors
Ohio
$117K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$80.7K
Franklin Resources
100
Franklin Resources
California
$79.4K