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Form 13F-HR Collaborative Wealth For: Jun 30

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August 15, 2022 12:26 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 06-30-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Collaborative Wealth Managment Inc.
Address: 972 INTERNATIONAL PARKWAY
LAKE MARY , FL32746
Form 13F File Number: 028-21777

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Sandra Stickney
Title: CCO
Phone: 407-965-0832
Signature, Place, and Date of Signing:
Sandra Stickney Lake Mary , FL 08-15-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 183
Form 13F Information Table Value Total: 152,354
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADAMS DIVERSIFIED EQUITY FD COM 006212104 277 18,065 SH SOLE 0 0 0 18,065
AFLAC INC COM 001055102 327 5,906 SH SOLE 0 0 0 5,906
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 94987B105 255 39,325 SH SOLE 0 0 0 39,325
ALPS ETF TR ALERIAN MLP 00162Q452 205 5,943 SH SOLE 0 0 0 5,943
AMAZON COM INC COM 023135106 729 6,860 SH SOLE 0 0 0 6,860
AMPLIFY ETF TR CWP ENHANCED DIV 032108409 1,299 38,703 SH SOLE 0 0 0 38,703
AMPLIFY ETF TR BLACKSWAN GRWT 032108888 866 32,082 SH SOLE 0 0 0 32,082
APPLE INC COM 037833100 3,786 27,689 SH SOLE 0 0 0 27,689
ARK ETF TR INNOVATION ETF 00214Q104 308 7,726 SH SOLE 0 0 0 7,726
AT&T INC COM 00206R102 219 10,447 SH SOLE 0 0 0 10,447
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 339 1,240 SH SOLE 0 0 0 1,240
CHEVRON CORP NEW COM 166764100 258 1,783 SH SOLE 0 0 0 1,783
CION INVT CORP COM 17259U204 247 28,357 SH SOLE 0 0 0 28,357
COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 1,098 62,162 SH SOLE 0 0 0 62,162
CREDIT SUISSE HIGH YIELD BD SH BEN INT 22544F103 546 288,919 SH SOLE 0 0 0 288,919
CSX CORP COM 126408103 229 7,880 SH SOLE 0 0 0 7,880
DARDEN RESTAURANTS INC COM 237194105 215 1,904 SH SOLE 0 0 0 1,904
DISNEY WALT CO COM 254687106 239 2,536 SH SOLE 0 0 0 2,536
EA SERIES TRUST FREEDOM 100 EM 02072L607 274 9,930 SH SOLE 0 0 0 9,930
EATON VANCE MUNI INCOME TRUS SH BEN INT 27826U108 123 11,226 SH SOLE 0 0 0 11,226
ENTERPRISE PRODS PARTNERS L COM 293792107 402 16,499 SH SOLE 0 0 0 16,499
ETF SER SOLUTIONS APTUS DRAWDOWN 26922A784 317 9,181 SH SOLE 0 0 0 9,181
EXXON MOBIL CORP COM 30231G102 379 4,424 SH SOLE 0 0 0 4,424
FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 448 8,843 SH SOLE 0 0 0 8,843
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 822 30,712 SH SOLE 0 0 0 30,712
FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 482 11,121 SH SOLE 0 0 0 11,121
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 262 3,381 SH SOLE 0 0 0 3,381
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 3,146 44,990 SH SOLE 0 0 0 44,990
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 328 6,275 SH SOLE 0 0 0 6,275
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 643 10,824 SH SOLE 0 0 0 10,824
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 467 11,936 SH SOLE 0 0 0 11,936
FIRST TR EXCHANGE-TRADED FD US EQTY DIVI 33738R738 1,454 53,762 SH SOLE 0 0 0 53,762
FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 256 5,208 SH SOLE 0 0 0 5,208
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 3,993 86,110 SH SOLE 0 0 0 86,110
FIRST TR MORNINGSTAR DIVID L SHS 336917109 1,443 40,965 SH SOLE 0 0 0 40,965
GLOBAL X FDS GLBL X MLP ETF 37954Y343 840 22,786 SH SOLE 0 0 0 22,786
GLOBAL X FDS NASDAQ 100 COVER 37954Y483 686 39,274 SH SOLE 0 0 0 39,274
GLOBAL X FDS GLB X MLP ENRG I 37954Y293 636 16,675 SH SOLE 0 0 0 16,675
GLOBAL X FDS US PFD ETF 37954Y657 3,634 171,329 SH SOLE 0 0 0 171,329
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 306 4,087 SH SOLE 0 0 0 4,087
GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 330 20,532 SH SOLE 0 0 0 20,532
HOME DEPOT INC COM 437076102 420 1,532 SH SOLE 0 0 0 1,532
INDEXIQ ETF TR IQ GLB RES ETF 45409B883 438 14,214 SH SOLE 0 0 0 14,214
INNOVATOR ETFS TR INTRNL DEV JAN 45782C524 309 12,508 SH SOLE 0 0 0 12,508
INNOVATOR ETFS TR GRWT100 PWR BF 45782C466 324 9,169 SH SOLE 0 0 0 9,169
INNOVATOR ETFS TR US SML CP PWR B 45782C474 317 11,224 SH SOLE 0 0 0 11,224
INNOVATOR ETFS TR US EQTY BUFR MAR 45782C326 1,428 50,295 SH SOLE 0 0 0 50,295
INNOVATOR ETFS TR US EQTY BUFR JAN 45782C409 705 21,941 SH SOLE 0 0 0 21,941
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 267 5,394 SH SOLE 0 0 0 5,394
INVESCO ACTIVELY MANAGED ETF ACTIVE US REAL 46090A101 311 3,259 SH SOLE 0 0 0 3,259
INVESCO BD FD COM 46132L107 270 16,620 SH SOLE 0 0 0 16,620
INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 46138E727 446 24,573 SH SOLE 0 0 0 24,573
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 551 23,498 SH SOLE 0 0 0 23,498
INVESCO EXCH TRADED FD TR II DWA SMLCP MENT 46138E842 597 8,788 SH SOLE 0 0 0 8,788
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 312 5,026 SH SOLE 0 0 0 5,026
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 3,214 27,898 SH SOLE 0 0 0 27,898
INVESCO EXCH TRADED FD TR II PURBTA MSCI US 46138E461 2,035 54,034 SH SOLE 0 0 0 54,034
INVESCO EXCH TRADED FD TR II PURBTA 0 5 YR 46138E495 816 31,975 SH SOLE 0 0 0 31,975
INVESCO EXCH TRADED FD TR II PURBETA US AGG 46138E446 2,127 93,343 SH SOLE 0 0 0 93,343
INVESCO EXCH TRD SLF IDX FD RUSL 2000 DYNM 46138J593 1,990 59,709 SH SOLE 0 0 0 59,709
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 304 7,381 SH SOLE 0 0 0 7,381
INVESCO EXCHANGE TRADED FD T S&P500 EQL REL 46137V290 740 22,162 SH SOLE 0 0 0 22,162
INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 569 8,354 SH SOLE 0 0 0 8,354
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 652 8,405 SH SOLE 0 0 0 8,405
INVESCO EXCHANGE TRADED FD T DWA TECHNOLOGY 46137V811 536 4,938 SH SOLE 0 0 0 4,938
INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 448 9,809 SH SOLE 0 0 0 9,809
INVESCO EXCHANGE TRADED FD T DWA HEALTHCARE 46137V852 540 4,703 SH SOLE 0 0 0 4,703
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 634 15,104 SH SOLE 0 0 0 15,104
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 294 1,982 SH SOLE 0 0 0 1,982
INVESCO MUN OPPORTUNITY TR COM 46132C107 133 12,912 SH SOLE 0 0 0 12,912
INVESCO QQQ TR UNIT SER 1 46090E103 1,665 5,940 SH SOLE 0 0 0 5,940
ISHARES INC EM MKTS DIV ETF 464286319 391 14,714 SH SOLE 0 0 0 14,714
ISHARES INC CORE MSCI EMKT 46434G103 430 8,774 SH SOLE 0 0 0 8,774
ISHARES TR CORE MSCI EAFE 46432F842 256 4,349 SH SOLE 0 0 0 4,349
ISHARES TR MSCI USA MMENTM 46432F396 281 2,063 SH SOLE 0 0 0 2,063
ISHARES TR CORE HIGH DV ETF 46429B663 1,443 14,370 SH SOLE 0 0 0 14,370
ISHARES TR CORE DIV GRWTH 46434V621 379 7,951 SH SOLE 0 0 0 7,951
ISHARES TR NATIONAL MUN ETF 464288414 1,246 11,716 SH SOLE 0 0 0 11,716
ISHARES TR MBS ETF 464288588 308 3,159 SH SOLE 0 0 0 3,159
ISHARES TR PFD AND INCM SEC 464288687 421 12,805 SH SOLE 0 0 0 12,805
ISHARES TR INTL SEL DIV ETF 464288448 215 7,918 SH SOLE 0 0 0 7,918
ISHARES TR CORE S&P MCP ETF 464287507 594 2,627 SH SOLE 0 0 0 2,627
ISHARES TR CORE S&P SCP ETF 464287804 262 2,834 SH SOLE 0 0 0 2,834
ISHARES TR RUS 1000 GRW ETF 464287614 216 988 SH SOLE 0 0 0 988
ISHARES TR RUSSELL 2000 ETF 464287655 435 2,567 SH SOLE 0 0 0 2,567
ISHARES TR RUSSELL 3000 ETF 464287689 488 2,246 SH SOLE 0 0 0 2,246
ISHARES TR CORE S&P US VLU 464287663 221 3,307 SH SOLE 0 0 0 3,307
ISHARES TR CORE S&P US GWT 464287671 265 3,164 SH SOLE 0 0 0 3,164
ISHARES TR TIPS BD ETF 464287176 451 3,961 SH SOLE 0 0 0 3,961
JOHNSON & JOHNSON COM 478160104 408 2,297 SH SOLE 0 0 0 2,297
L3HARRIS TECHNOLOGIES INC COM 502431109 206 852 SH SOLE 0 0 0 852
MCDONALDS CORP COM 580135101 214 868 SH SOLE 0 0 0 868
MFS INTER HIGH INCOME FD SH BEN INT 59318T109 174 91,357 SH SOLE 0 0 0 91,357
MICROSOFT CORP COM 594918104 704 2,741 SH SOLE 0 0 0 2,741
NEXTERA ENERGY INC COM 65339F101 231 2,981 SH SOLE 0 0 0 2,981
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 226 6,900 SH SOLE 0 0 0 6,900
PFIZER INC COM 717081103 228 4,348 SH SOLE 0 0 0 4,348
PIMCO CORPORATE & INCM STRG COM 72200U100 157 12,448 SH SOLE 0 0 0 12,448
PIMCO CORPORATE & INCOME OPP COM 72201B101 212 16,971 SH SOLE 0 0 0 16,971
PIONEER HIGH INCOME FUND INC COM 72369H106 193 27,324 SH SOLE 0 0 0 27,324
PROCTER AND GAMBLE CO COM 742718109 266 1,851 SH SOLE 0 0 0 1,851
PROSHARES TR S&P 500 DV ARIST 74348A467 355 4,161 SH SOLE 0 0 0 4,161
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 181 15,324 SH SOLE 0 0 0 15,324
QUALCOMM INC COM 747525103 299 2,337 SH SOLE 0 0 0 2,337
SCHWAB STRATEGIC TR US REIT ETF 808524847 373 17,706 SH SOLE 0 0 0 17,706
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 342 4,771 SH SOLE 0 0 0 4,771
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 715 17,507 SH SOLE 0 0 0 17,507
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,048 29,209 SH SOLE 0 0 0 29,209
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 818 26,022 SH SOLE 0 0 0 26,022
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 751 8,598 SH SOLE 0 0 0 8,598
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,930 15,180 SH SOLE 0 0 0 15,180
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 870 12,058 SH SOLE 0 0 0 12,058
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,506 11,745 SH SOLE 0 0 0 11,745
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 269 4,949 SH SOLE 0 0 0 4,949
SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD 82889N202 289 10,916 SH SOLE 0 0 0 10,916
SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM 82889N863 341 15,376 SH SOLE 0 0 0 15,376
SIREN ETF TR DIVCN LDRS ETF 829658301 398 8,429 SH SOLE 0 0 0 8,429
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2,075 6,740 SH SOLE 0 0 0 6,740
SPDR GOLD TR GOLD SHS 78463V107 388 2,305 SH SOLE 0 0 0 2,305
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1,881 54,089 SH SOLE 0 0 0 54,089
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1,977 68,550 SH SOLE 0 0 0 68,550
SPDR S&P 500 ETF TR TR UNIT 78462F103 890 2,359 SH SOLE 0 0 0 2,359
SPDR SER TR PRTFLO S&P500 GW 78464A409 4,084 78,122 SH SOLE 0 0 0 78,122
SPDR SER TR PORTFOLI S&P1500 78464A805 1,391 29,931 SH SOLE 0 0 0 29,931
SPDR SER TR PRTFLO S&P500 VL 78464A508 2,420 65,727 SH SOLE 0 0 0 65,727
SPDR SER TR S&P 400 MDCP VAL 78464A839 599 9,899 SH SOLE 0 0 0 9,899
SPDR SER TR NUVEEN BLMBRG SH 78468R739 218 4,623 SH SOLE 0 0 0 4,623
SPDR SER TR S&P 400 MDCP GRW 78464A821 785 12,882 SH SOLE 0 0 0 12,882
SPDR SER TR PORTFOLIO AGRGTE 78464A649 997 37,855 SH SOLE 0 0 0 37,855
SPDR SER TR PORTFLI INTRMDIT 78464A672 731 24,788 SH SOLE 0 0 0 24,788
SPDR SER TR PORTFOLIO S&P500 78464A854 626 14,114 SH SOLE 0 0 0 14,114
SPDR SER TR PORTFOLIO LN COR 78464A367 1,645 68,287 SH SOLE 0 0 0 68,287
SPDR SER TR PORTFOLIO INTRMD 78464A375 803 24,612 SH SOLE 0 0 0 24,612
SPDR SER TR ICE PFD SEC ETF 78464A292 277 7,736 SH SOLE 0 0 0 7,736
SPDR SER TR BLOOMBERG HIGH Y 78468R622 845 9,313 SH SOLE 0 0 0 9,313
SPDR SER TR PORTFLI TIPS ETF 78464A656 3,052 110,913 SH SOLE 0 0 0 110,913
SPDR SER TR PORTFOLIO S&P400 78464A847 1,076 27,111 SH SOLE 0 0 0 27,111
SPDR SER TR PORTFOLIO S&P600 78468R853 1,220 33,920 SH SOLE 0 0 0 33,920
SPDR SER TR PORTFOLIO SH TSR 78468R101 329 11,179 SH SOLE 0 0 0 11,179
SPDR SER TR PORTFOLIO CRPORT 78464A144 729 24,639 SH SOLE 0 0 0 24,639
SPDR SER TR NUVEEN BLOOMBERG 78464A284 3,176 61,809 SH SOLE 0 0 0 61,809
SPDR SER TR PORT MTG BK ETF 78464A383 880 38,508 SH SOLE 0 0 0 38,508
SPDR SER TR PORTFLI HIGH YLD 78468R606 415 18,485 SH SOLE 0 0 0 18,485
SPDR SER TR RUSSELL YIELD 78468R770 912 10,239 SH SOLE 0 0 0 10,239
SPDR SER TR MSCI USA STRTGIC 78468R812 402 3,723 SH SOLE 0 0 0 3,723
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1,688 40,009 SH SOLE 0 0 0 40,009
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 1,754 42,113 SH SOLE 0 0 0 42,113
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 1,543 24,211 SH SOLE 0 0 0 24,211
VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 740 13,740 SH SOLE 0 0 0 13,740
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 273 1,772 SH SOLE 0 0 0 1,772
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,781 23,664 SH SOLE 0 0 0 23,664
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 952 2,745 SH SOLE 0 0 0 2,745
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 851 6,574 SH SOLE 0 0 0 6,574
VANGUARD INDEX FDS MID CAP ETF 922908629 204 1,037 SH SOLE 0 0 0 1,037
VANGUARD INDEX FDS SM CP VAL ETF 922908611 984 6,567 SH SOLE 0 0 0 6,567
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 391 4,297 SH SOLE 0 0 0 4,297
VANGUARD INDEX FDS GROWTH ETF 922908736 345 1,548 SH SOLE 0 0 0 1,548
VANGUARD INDEX FDS VALUE ETF 922908744 390 2,956 SH SOLE 0 0 0 2,956
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,396 12,702 SH SOLE 0 0 0 12,702
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 430 5,038 SH SOLE 0 0 0 5,038
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 626 9,848 SH SOLE 0 0 0 9,848
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,960 24,499 SH SOLE 0 0 0 24,499
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,651 11,506 SH SOLE 0 0 0 11,506
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 294 7,215 SH SOLE 0 0 0 7,215
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,949 19,167 SH SOLE 0 0 0 19,167
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 619 10,521 SH SOLE 0 0 0 10,521
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 368 5,360 SH SOLE 0 0 0 5,360
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 768 7,984 SH SOLE 0 0 0 7,984
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 819 3,477 SH SOLE 0 0 0 3,477
VANGUARD WORLD FDS ENERGY ETF 92204A306 384 3,865 SH SOLE 0 0 0 3,865
VANGUARD WORLD FDS INF TECH ETF 92204A702 415 1,270 SH SOLE 0 0 0 1,270
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 546 7,068 SH SOLE 0 0 0 7,068
WESTERN ASSET INVT GRADE DEF COM 95790A101 278 16,492 SH SOLE 0 0 0 16,492
WISDOMTREE TR US SMALLCAP FUND 97717W562 217 5,269 SH SOLE 0 0 0 5,269
WISDOMTREE TR WSDM EMKTBD FD 97717X784 2,647 43,614 SH SOLE 0 0 0 43,614
WISDOMTREE TR US QTLY DIV GRT 97717X669 1,299 22,674 SH SOLE 0 0 0 22,674
WISDOMTREE TR US S CAP QTY DIV 97717X651 754 18,986 SH SOLE 0 0 0 18,986
WISDOMTREE TR YIELD ENHANCD US 97717X511 866 19,375 SH SOLE 0 0 0 19,375
WISDOMTREE TR EM EX ST-OWNED 97717X578 232 8,097 SH SOLE 0 0 0 8,097
WISDOMTREE TR GLB US QTLY DIV 97717W844 1,091 34,432 SH SOLE 0 0 0 34,432
WISDOMTREE TR US MIDCAP DIVID 97717W505 1,142 29,292 SH SOLE 0 0 0 29,292
WISDOMTREE TR US SMALLCAP DIVD 97717W604 635 22,504 SH SOLE 0 0 0 22,504
WISDOMTREE TR US HGH YLD CORP 97717X172 3,738 84,943 SH SOLE 0 0 0 84,943

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