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WisdomTree US Efficient Core Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
AmeriFlex Group
Nevada
$24.4K +$23.8K +414 New
IA
102
IFP Advisors
Florida
$23.9K – – –
SFC
103
SYM Financial Corp
Indiana
$20.3K -$7.41K -129 -27%
CA
104
Crewe Advisors
Utah
$13.4K – – –
C
105
Covestor
United Kingdom
$12K +$2.18K +38 +24%
EP
106
Essential Partners
California
$11.3K – – –
SPIA
107
Steward Partners Investment Advisory
New York
$6.85K +$6.66K +116 New
AWM
108
Abound Wealth Management
Tennessee
$6.26K -$115 -2 -2%
APFP
109
Action Point Financial Planning
Michigan
$6.14K +$6.09K +106 New
UBS Group
110
UBS Group
Switzerland
$3.31K +$3.22K +56 New
Kayne Anderson Rudnick Investment Management
111
Kayne Anderson Rudnick Investment Management
California
$2.28K – – –
WAG
112
Wiser Advisor Group
Arizona
$1.15K +$57 +1 +5%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$1.06K +$632 +11 +157%
SWP
114
Strategic Wealth Partners
Ohio
$24 – – –
IAA
115
Independent Advisor Alliance
North Carolina
– -$3.9M -74,814 Closed
UCFA
116
United Capital Financial Advisors
Texas
– -$229K -4,395 Closed
SB
117
Strategic Blueprint
Georgia
– -$215K -4,131 Closed
CPA
118
Cardiff Park Advisors
California
– -$211K -4,042 Closed
HHCP
119
Hilton Head Capital Partners
South Carolina
– -$29.4K -564 Closed