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WisdomTree US Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$2.62M +$49.1K +491 +2%
AWA
77
Arkadios Wealth Advisors
Georgia
$2.38M +$289K +2,897 +14%
CFG
78
Cooper Financial Group
California
$2.31M -$544K -5,446 -19%
HI
79
Harbour Investments
Wisconsin
$2.26M +$31.5K +315 +1%
SFC
80
Strategic Financial Concepts
Texas
$2.23M +$119K +1,193 +6%
FNBSF
81
First National Bank Sioux Falls
South Dakota
$2.17M – – –
Natixis Advisors
82
Natixis Advisors
Massachusetts
$2.09M +$730K +7,305 +55%
BWS
83
BFI Wealth Solutions
Texas
$2.08M +$25.3K +253 +1%
ASN
84
Advisory Services Network
Georgia
$2.07M +$158K +1,585 +8%
AW
85
Alchemi Wealth
Connecticut
$2.01M +$166K +1,658 +9%
KFAS
86
Keating Financial Advisory Services
Kansas
$1.99M -$683K -6,836 -26%
TFS
87
Thoroughbred Financial Services
Tennessee
$1.97M +$52K +520 +3%
IA
88
Integrity Alliance
Iowa
$1.94M +$110K +1,106 +6%
SWP
89
Stratos Wealth Partners
Ohio
$1.9M -$1.01M -10,131 -35%
VR
90
Valued Retirements
Texas
$1.82M +$25.9K +259 +1%
TRCT
91
Tower Research Capital (TRC)
New York
$1.77M +$1.73M +17,357 New
SPIA
92
Steward Partners Investment Advisory
New York
$1.7M +$6.59K +66 +0.4%
UBS Group
93
UBS Group
Switzerland
$1.64M +$1.61M +16,150 New
IA
94
IFP Advisors
Florida
$1.63M +$93.2K +933 +6%
SPC
95
Sigma Planning Corp
Michigan
$1.63M -$42.2K -422 -3%
CAG
96
Centerpoint Advisory Group
Kansas
$1.56M +$360K +3,608 +31%
WF
97
WealthPoint Financial
North Carolina
$1.55M +$40K +400 +3%
EWA
98
Etesian Wealth Advisors
Oregon
$1.54M +$166K +1,665 +12%
SA
99
Sonoma Allocations
California
$1.54M +$743K +7,433 +99%
MCM
100
MAI Capital Management
Ohio
$1.52M +$279K +2,796 +23%