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U.S. Core Equity 2 Portfolio ETF Class Shares

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
CMP
626
Coston McIsaac & Partners
Maine
USD 2 M -USD 11.6 k -270 -0.6%
Johnson Investment Counsel
627
Johnson Investment Counsel
Ohio
USD 1.96 M +USD 724 k +16,919 +62%
LHP
628
Lexington Hill Partners
Texas
USD 1.94 M -USD 109 k -2,537 -5%
Parallel Advisors
629
Parallel Advisors
California
USD 1.94 M +USD 513 +12 +0%
West Wealth Group
630
West Wealth Group
California
USD 1.93 M +USD 4.58 k +107 +0.2%
CHJWM
631
Carlton Hofferkamp & Jenks Wealth Management
Texas
USD 1.9 M – – –
Roundview Capital
632
Roundview Capital
New Jersey
USD 1.89 M +USD 4.45 k +104 +0.2%
MCA
633
Magnolia Capital Advisors
Mississippi
USD 1.87 M +USD 402 k +9,405 +35%
Mosaic Family Wealth Partners
634
Mosaic Family Wealth Partners
Missouri
USD 1.85 M +USD 273 k +6,380 +18%
LJI Wealth Management
635
LJI Wealth Management
Indiana
USD 1.85 M -USD 271 k -6,328 -13%
World Investment Advisors
636
World Investment Advisors
California
USD 1.81 M -USD 26.3 k -614 -1%
IMA Advisory Services
637
IMA Advisory Services
Colorado
USD 1.78 M -USD 123 k -2,870 -7%
VFIC
638
Valley Forge Investment Consultants
Pennsylvania
USD 1.76 M – – –
DEM
639
Disciplined Equity Management
Florida
USD 1.75 M – – –
Avidian Wealth Enterprises
640
Avidian Wealth Enterprises
Texas
USD 1.74 M +USD 1.13 M +26,526 +210%
Trustmark National Bank Trust Department
641
Trustmark National Bank Trust Department
Mississippi
USD 1.74 M – – –
Laird Norton Wetherby Trust Company
642
Laird Norton Wetherby Trust Company
Washington
USD 1.73 M +USD 471 +11 +0%
Washington Trust Advisors
643
Washington Trust Advisors
Massachusetts
USD 1.73 M +USD 368 k +8,611 +28%
Sanibel Captiva Trust Company
644
Sanibel Captiva Trust Company
Florida
USD 1.71 M – – –
Probity Advisors
645
Probity Advisors
Texas
USD 1.71 M -USD 17.1 k -400 -1%
Mason Investment Advisory Services
646
Mason Investment Advisory Services
Virginia
USD 1.71 M – – –
Lifeworks Advisors
647
Lifeworks Advisors
Michigan
USD 1.68 M – – –
SeaBridge Investment Advisors
648
SeaBridge Investment Advisors
New Jersey
USD 1.67 M +USD 3.55 k +83 +0.2%
SRB
649
Shotwell Rutter Baer
Michigan
USD 1.67 M – – –
AIM
650
Archer Investment Management
Texas
USD 1.66 M -USD 14.9 k -349 -0.9%