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WisdomTree Floating Rate Treasury Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
326
OneDigital Investment Advisors
Kansas
$840K +$12.6K +251 +2%
SWP
327
Strategic Wealth Partners
Ohio
$835K -$39.4K -782 -4%
RSWA
328
Robinson Smith Wealth Advisors
Maine
$794K – – –
CA
329
CGN Advisors
Kansas
$766K -$18.6K -369 -2%
LA
330
Latitude Advisors
Florida
$754K +$22.5K +446 +3%
CF
331
Centaurus Financial
California
$752K -$10.6M -210,018 -93%
PWMAG
332
Pinnacle Wealth Management Advisory Group
New Jersey
$749K -$16.4K -325 -2%
AWM
333
Avior Wealth Management
Nebraska
$746K +$7.55K +150 +1%
TFM
334
Trademark Financial Management
Minnesota
$737K -$54.2K -1,076 -7%
IIA
335
IPG Investment Advisors
California
$734K +$736K +14,620 New
MFIM
336
Mesirow Financial Investment Management
Illinois
$729K +$365K +7,240 +100%
RJT
337
Raymond James Trust
Florida
$727K +$421K +8,358 +137%
FA
338
Flagstar Advisors
New York
$719K +$9.37K +186 +1%
BOM
339
Bank of Marin
California
$694K +$99.8K +1,982 +17%
SEIA
340
Signature Estate & Investment Advisors
California
$693K -$126M -2,508,036 -99%
IWP
341
IAG Wealth Partners
Wisconsin
$669K +$169K +3,362 +34%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$667K -$26.6K -528 -4%
MMA
343
Miracle Mile Advisors
California
$664K -$59.6K -1,184 -8%
AA
344
Alesco Advisors
New York
$651K +$3.02K +60 +0.5%
ZIM
345
Zacks Investment Management
Illinois
$648K – – –
RSWM
346
Robertson Stephens Wealth Management
California
$644K +$54.3K +1,079 +9%
EFG
347
Ehrlich Financial Group
California
$643K -$991K -19,688 -61%
AFP
348
Alpha Financial Partners
Kentucky
$643K +$645K +12,802 New
PAG
349
Private Advisory Group
Washington
$631K -$4.02M -79,864 -86%
VC
350
Vicus Capital
Pennsylvania
$629K -$657K -13,043 -51%