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icono de DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Pure Financial Advisors
1
Pure Financial Advisors
California
USD 180 M -USD 2.99 M -37,702 -2%
Bernicke Wealth Management
2
Bernicke Wealth Management
Wisconsin
USD 162 M +USD 1.59 M +20,048 +1%
Brighton Jones LLC
3
Brighton Jones LLC
Washington
USD 96.4 M +USD 12.3 M +154,489 +15%
LRI Investments
4
LRI Investments
Florida
USD 87.9 M +USD 6.54 M +82,430 +8%
YAL
5
Your Advocates Ltd
Texas
USD 86 M -USD 1.11 M -14,052 -1%
Quantum Financial Advisors
6
Quantum Financial Advisors
California
USD 73.4 M +USD 5.03 M +63,441 +8%
Rather & Kittrell
7
Rather & Kittrell
Tennessee
USD 59.5 M +USD 4.33 M +54,641 +8%
Stratos Investment Management
8
Stratos Investment Management
Ohio
USD 54.5 M +USD 1.85 M +23,325 +4%
Foundations Investment Advisors
9
Foundations Investment Advisors
Arizona
USD 51.2 M +USD 2.46 M +30,958 +5%
Monograph Wealth Advisors
10
Monograph Wealth Advisors
California
USD 46.5 M +USD 3.83 M +48,281 +9%
Private Advisor Group
11
Private Advisor Group
New Jersey
USD 44.6 M -USD 9.05 M -114,078 -17%
OneDigital Investment Advisors
12
OneDigital Investment Advisors
Kansas
USD 44.3 M +USD 1.88 M +23,748 +5%
Annandale Capital
13
Annandale Capital
Texas
USD 41.3 M +USD 5.34 M +67,331 +15%
Prosperity Capital Advisors
14
Prosperity Capital Advisors
Ohio
USD 37.8 M -USD 1.31 M -16,458 -3%
SC&H Financial Advisors
15
SC&H Financial Advisors
Maryland
USD 37.1 M +USD 2.24 M +28,282 +7%
KFG Wealth Management
16
KFG Wealth Management
Indiana
USD 33.4 M -USD 109 k -1,373 -0.3%
KSWWM
17
Keyes Stange & Wooten Wealth Management
Florida
USD 33.2 M +USD 1.82 M +22,880 +6%
BWM
18
BCO Wealth Management
New Mexico
USD 33.2 M +USD 545 k +6,869 +2%
GOCP
19
Great Oak Capital Partners
Massachusetts
USD 33 M +USD 430 k +5,422 +1%
Hardy Reed
20
Hardy Reed
Mississippi
USD 32.6 M +USD 3.68 M +46,427 +13%
Sageworth Trust
21
Sageworth Trust
Pennsylvania
USD 30.5 M +USD 551 k +6,946 +2%
BHWM
22
Beacon Hill Wealth Management
USD 28.5 M +USD 27.6 M +347,773 Nuevas
Betterment LLC
23
Betterment LLC
New York
USD 28 M -USD 96 k -1,210 -0.4%
Geneos Wealth Management
24
Geneos Wealth Management
Colorado
USD 28 M +USD 868 k +10,943 +3%
Integrated Wealth Concepts
25
Integrated Wealth Concepts
Massachusetts
USD 27.6 M -USD 333 k -4,201 -1%
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