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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Centric Wealth Management
Illinois
$399K +$1.34K +26 +0.4%
FI
77
Financial Insights
Washington
$398K
Creative Planning
78
Creative Planning
Kansas
$378K +$42.4K +821 +14%
MML Investors Services
79
MML Investors Services
Massachusetts
$362K -$3.77K -73 -1%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$361K
UL
81
Unionview LLC
Washington
$356K +$1.24K +24 +0.4%
SIG
82
Sargent Investment Group
Maryland
$336K -$31.8K -615 -9%
SWP
83
Stratos Wealth Partners
Ohio
$324K -$59.8K -1,157 -17%
RJT
84
Raymond James Trust
Florida
$320K -$16.5K -320 -5%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$320K -$4.75K -92 -2%
KWM
86
Kingsview Wealth Management
Oregon
$296K
Cerity Partners
87
Cerity Partners
New York
$293K +$263K +5,098 New
CWM
88
Cornerstone Wealth Management
Missouri
$281K +$103 +2 +0%
BWA
89
BlueChip Wealth Advisors
Georgia
$267K +$240K +4,644 New
EWA
90
Exencial Wealth Advisors
Oklahoma
$263K
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$253K
CM
92
Capital Management
Virginia
$251K +$1.91K +37 +0.9%
MCWS
93
McKinley Carter Wealth Services
West Virginia
$250K
Mariner
94
Mariner
Kansas
$237K +$214K +4,136 New
SPIA
95
Steward Partners Investment Advisory
New York
$237K +$10.3K +200 +5%
Comerica Bank
96
Comerica Bank
Texas
$229K
HWM
97
Howard Wealth Management
Connecticut
$228K -$5.17K -100 -2%
CPIG
98
Chicago Partners Investment Group
Illinois
$223K +$205K +3,961 New
AWA
99
Arete Wealth Advisors
Illinois
$220K +$198K +3,836 New
AAS
100
Avantax Advisory Services
Texas
$213K -$81.7K -1,580 -30%