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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Sugarloaf Wealth Management
Georgia
$46.9K
NFSG
127
Newbridge Financial Services Group
Florida
$39.5K
GRP
128
Global Retirement Partners
California
$37.1K -$101K -1,574 -73%
OC
129
Oakworth Capital
Alabama
$34.6K
CFD
130
Creative Financial Designs
Indiana
$34.2K
NCM
131
Northwest Capital Management
Oregon
$31.9K
CA
132
Continuum Advisory
Idaho
$28.4K
AWM
133
AE Wealth Management
Kansas
$26.7K +$27.4K +427 New
AF
134
Allworth Financial
California
$25.6K +$25.2K +394 New
TCOV
135
Trust Company of Vermont
Vermont
$25K
GWSG
136
GPS Wealth Strategies Group
Colorado
$21.7K
HI
137
Harbour Investments
Wisconsin
$20.7K +$128 +2 +0.6%
BA
138
Bristlecone Advisors
Washington
$20.6K
GEA
139
Glen Eagle Advisors
New Jersey
$19.1K
Jones Financial Companies
140
Jones Financial Companies
Missouri
$16.1K +$16.5K +257 New
EWM
141
EPG Wealth Management
Georgia
$10.6K
RWM
142
Ruedi Wealth Management
Illinois
$9.94K
TAM
143
Tucker Asset Management
Colorado
$7.18K
BlackRock
144
BlackRock
New York
$5.63K
RA
145
Ransom Advisory
Rhode Island
$4.25K
AEPWM
146
Atlantic Edge Private Wealth Management
Florida
$2.81K
SAM
147
Smartleaf Asset Management
Massachusetts
$559 -$2.18K -34 -79%
Citadel Advisors
148
Citadel Advisors
Florida
-$2.21M -35,413 Closed
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
-$1.29M -20,849 Closed
HWP
150
Hibernia Wealth Partners
Louisiana
-$691K -11,078 Closed