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

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SWM
76
Selective Wealth Management
Virginia
USD 6.25 M +USD 3.01 M +37,920 +99%
Capital Investment Advisory Services
77
Capital Investment Advisory Services
North Carolina
USD 6.05 M -USD 228 k -2,876 -4%
Cyndeo Wealth Partners
78
Cyndeo Wealth Partners
Florida
USD 5.84 M +USD 328 k +4,135 +6%
TCI Wealth Advisors
79
TCI Wealth Advisors
Arizona
USD 5.83 M +USD 121 k +1,521 +2%
WAN
80
Wealth Advisors Northwest
Oregon
USD 5.8 M +USD 1.17 M +14,782 +26%
Cerity Partners
81
Cerity Partners
New York
USD 5.79 M -USD 75 k -945 -1%
Allworth Financial
82
Allworth Financial
California
USD 5.5 M +USD 396 k +4,993 +8%
Asset One Wealth Management
83
Asset One Wealth Management
Washington
USD 5.41 M +USD 63.8 k +804 +1%
HCM
84
Hutchinson Capital Management
California
USD 5.4 M +USD 1.2 M +15,102 +30%
Kestra Private Wealth Services
85
Kestra Private Wealth Services
Texas
USD 5.32 M +USD 5.15 M +64,941 Nuevas
Wealthspire Advisors (New York)
86
Wealthspire Advisors (New York)
New York
USD 5.29 M -USD 145 k -1,825 -3%
Beacon Pointe Advisors
87
Beacon Pointe Advisors
California
USD 5.22 M +USD 1.74 M +21,891 +52%
IAG
88
Investment Advisory Group
Massachusetts
USD 5 M +USD 165 k +2,085 +4%
Simplicity Wealth
89
Simplicity Wealth
New Jersey
USD 4.91 M +USD 3.35 M +42,203 +239%
AFA
90
Alpha Financial Advisors
North Carolina
USD 4.7 M – – –
FWM
91
FMB Wealth Management
California
USD 4.62 M +USD 774 k +9,759 +21%
CreativeOne Wealth
92
CreativeOne Wealth
Kansas
USD 4.5 M +USD 663 k +8,360 +18%
Global Retirement Partners
93
Global Retirement Partners
California
USD 4.26 M +USD 4.12 M +51,976 Nuevas
SCA
94
Strathmore Capital Advisors
North Carolina
USD 4.02 M +USD 222 k +2,799 +6%
Burton Enright Welch
95
Burton Enright Welch
California
USD 3.88 M -USD 186 k -2,344 -5%
GeoWealth Management
96
GeoWealth Management
Illinois
USD 3.84 M -USD 20.2 k -255 -0.5%
Truist Financial
97
Truist Financial
North Carolina
USD 3.8 M +USD 6.9 k +87 +0.2%
AQR Capital Management
98
AQR Capital Management
Connecticut
USD 3.47 M +USD 531 k +6,699 +19%
OFI
99
Outbound Financial Inc
Colorado
USD 3.43 M -USD 88.9 k -1,121 -3%
Gould Asset Management
100
Gould Asset Management
California
USD 3.35 M +USD 196 k +2,476 +6%
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