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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
126
IAG Wealth Partners
Wisconsin
$776K -$261K -9,287 -25%
AFS
127
AFG Fiduciary Services
Massachusetts
$774K -$24.1K -858 -3%
BFA
128
Beaumont Financial Advisors
Massachusetts
$774K +$298K +10,609 +62%
MFG
129
Merit Financial Group
Georgia
$737K -$208K -7,403 -22%
CCM
130
Condor Capital Management
New Jersey
$729K +$51.3K +1,826 +8%
TB
131
Treynor Bancshares
Iowa
$725K +$24.3K +866 +3%
MLA
132
My Legacy Advisors
Oregon
$725K +$60.3K +2,147 +9%
HAC
133
Harbor Advisory Corp
New Hampshire
$717K – – –
GSEP
134
Golden State Equity Partners
California
$714K +$721K +25,682 New
ECM
135
Exchange Capital Management
Michigan
$704K +$24.5K +874 +4%
CW
136
CreativeOne Wealth
Kansas
$693K -$32K -1,141 -4%
TF
137
Tompkins Financial
New York
$689K -$17.3M -615,851 -96%
PWM
138
Perigon Wealth Management
California
$655K +$76.6K +2,730 +13%
MCM
139
Mengis Capital Management
Oregon
$602K -$5.17K -184 -0.8%
MMM
140
Mendel Money Management
Illinois
$596K +$50.8K +1,808 +9%
WB
141
Webster Bank
Connecticut
$591K – – –
AWMNH
142
Arcadia Wealth Management (New Hampshire)
New Hampshire
$571K +$330K +11,754 +134%
BCP
143
Blackhawk Capital Partners
Wisconsin
$570K +$574K +20,457 New
AWM
144
Aprio Wealth Management
Georgia
$563K -$1.74M -61,895 -75%
SCA
145
Snowden Capital Advisors
New York
$542K +$547K +19,477 New
HA
146
Herold Advisors
New York
$533K -$225K -8,000 -29%
T
147
TRUADVICE
Florida
$523K +$17.4K +620 +3%
AWS
148
Atria Wealth Solutions
New York
$520K +$48K +1,710 +10%
NFP
149
NorthLanding Financial Partners
New York
$515K -$89.2K -3,176 -15%
AWE
150
Avidian Wealth Enterprises
Texas
$513K -$7.77M -276,625 -94%
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