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U.S. Core Equity 2 Portfolio ETF Class Shares

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
USD 3248 M +USD 125 M +2,926,765 +4%
Forum Financial Management
2
Forum Financial Management
Illinois
USD 1889 M +USD 11.4 M +265,898 +0.6%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
USD 1869 M -USD 19.5 M -455,293 -1%
LPL Financial
4
LPL Financial
California
USD 822 M +USD 43.9 M +1,026,138 +6%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
USD 781 M -USD 10.2 M -238,985 -1%
Apella Capital
6
Apella Capital
Connecticut
USD 713 M +USD 16.5 M +386,133 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 613 M +USD 23.6 M +552,680 +4%
Savant Capital
8
Savant Capital
Illinois
USD 604 M +USD 52.1 M +1,217,195 +10%
Greenspring Advisors
9
Greenspring Advisors
Maryland
USD 561 M -USD 31 M -725,421 -5%
Rockwood Wealth Management
10
Rockwood Wealth Management
Pennsylvania
USD 547 M +USD 11.2 M +261,034 +2%
SJS Investment Consulting
11
SJS Investment Consulting
Ohio
USD 416 M +USD 6.25 M +146,060 +2%
Geometric Wealth Advisors
12
Geometric Wealth Advisors
District of Columbia
USD 402 M +USD 15.3 M +357,663 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 371 M +USD 1.34 M +31,296 +0.4%
Plancorp LLC
14
Plancorp LLC
Missouri
USD 350 M -USD 105 M -2,449,200 -24%
Wealthspire Advisors (New York)
15
Wealthspire Advisors (New York)
New York
USD 335 M +USD 1.87 M +43,777 +0.6%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
USD 313 M +USD 9.7 M +227,269 +3%
Symmetry Partners
17
Symmetry Partners
Connecticut
USD 298 M +USD 515 k +12,043 +0.2%
Allworth Financial
18
Allworth Financial
California
USD 287 M -USD 53.3 M -1,245,114 -16%
Bank of America
19
Bank of America
North Carolina
USD 264 M +USD 3.32 M +77,683 +1%
Beacon Pointe Advisors
20
Beacon Pointe Advisors
California
USD 261 M -USD 643 k -15,019 -0.3%
TFO Wealth Partners
21
TFO Wealth Partners
Ohio
USD 253 M +USD 44.8 M +1,046,721 +22%
AssetMark Inc
22
AssetMark Inc
California
USD 250 M +USD 143 M +3,343,917 +146%
Capstone Financial Advisors
23
Capstone Financial Advisors
Illinois
USD 246 M -USD 128 k -2,999 -0.1%
Raymond James Financial
24
Raymond James Financial
Florida
USD 239 M +USD 33 M +770,349 +17%
HighTower Advisors
25
HighTower Advisors
Illinois
USD 233 M -USD 7.86 M -183,816 -3%