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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Costello Asset Management
Pennsylvania
$41.2K +$43K +910 New
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$35.6K +$41.3K +874 New
SFC
78
SYM Financial Corp
Indiana
$26.9K +$28K +594 New
GWM
79
Geneos Wealth Management
Colorado
$18.6K +$47 +1 +0.2%
IA
80
IFP Advisors
Florida
$13.6K
TFA
81
Toth Financial Advisory
Virginia
$11.4K +$11.8K +251 New
OAJ
82
Ogorek Anthony Joseph
New York
$10K +$47 +1 +0.4%
WCM
83
WealthTrak Capital Management
Virginia
$6.53K +$6.8K +144 New
CFB
84
Cullen/Frost Bankers
Texas
$4.26K
C
85
Covestor
United Kingdom
$4K -$1.27K -27 -23%
FFA
86
Frazier Financial Advisors
Ohio
$3.17K
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$1.72K +$47 +1 +3%
IWM
88
IMG Wealth Management
Florida
$997
WAG
89
Wiser Advisor Group
Arizona
$872
Fidelity Investments
90
Fidelity Investments
Massachusetts
$45 -$283 -6 -86%
IAA
91
Independent Advisor Alliance
North Carolina
-$1.3M -27,775 Closed
BL
92
Balentine LLC
Georgia
-$494K -10,588 Closed
IWM
93
IHT Wealth Management
Illinois
-$385K -8,245 Closed
BWP
94
Baldwin Wealth Partners
Massachusetts
-$247K -5,287 Closed
RIM
95
RW Investment Management
Idaho
-$242K -5,178 Closed
GSC
96
Ground Swell Capital
South Carolina
-$203K -4,347 Closed
FWM
97
FLP Wealth Management
Arkansas
-$53.1K -1,137 Closed
AWM
98
Avior Wealth Management
Nebraska
-$19.5K -418 Closed
Simplex Trading
99
Simplex Trading
Illinois
-$4K -100 Closed
TRCT
100
Tower Research Capital (TRC)
New York
-$140 -3 Closed