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icono de DFAC

U.S. Core Equity 2 Portfolio ETF Class Shares

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
NPAN
801
Northeast Planning Associates NH
New Hampshire
USD 793 k – – –
Blume Capital Management
802
Blume Capital Management
California
USD 783 k – – –
AGP
803
Autumn Glory Partners
Texas
USD 780 k – – –
Goldman Sachs
804
Goldman Sachs
New York
USD 772 k +USD 214 k +5,001 +40%
SHF
805
Stage Harbor Financial
Massachusetts
USD 770 k -USD 50 k -1,169 -6%
Foster Victor Wealth Advisors
806
Foster Victor Wealth Advisors
South Carolina
USD 769 k +USD 1.8 k +42 +0.2%
Acropolis Investment Management
807
Acropolis Investment Management
Missouri
USD 764 k – – –
NWMG
808
National Wealth Management Group
Ohio
USD 763 k +USD 727 +17 +0.1%
Clifford Swan Investment Counsel
809
Clifford Swan Investment Counsel
California
USD 762 k -USD 56.1 k -1,312 -7%
KWM
810
KRM Wealth Management
Nevada
USD 752 k +USD 1.8 k +42 +0.2%
VFP
811
Vilga Financial Planning
New Jersey
USD 750 k – – –
CWA
812
CogentBlue Wealth Advisors
Tennessee
USD 745 k -USD 2.14 k -50 -0.3%
EA
813
Evolution Advisers
Virginia
USD 739 k – – –
SFS
814
Security Financial Services
Indiana
USD 732 k -USD 111 k -2,586 -14%
WBH Advisory
815
WBH Advisory
Maryland
USD 730 k – – –
IHT Wealth Management
816
IHT Wealth Management
Illinois
USD 721 k +USD 166 k +3,871 +31%
NewEdge Wealth
817
NewEdge Wealth
Pennsylvania
USD 719 k +USD 74.6 k +1,744 +12%
Destination Wealth Management
818
Destination Wealth Management
California
USD 718 k – – –
VW
819
Vantus Wealth
Pennsylvania
USD 718 k +USD 692 k +16,179 Nuevas
CFG
820
Chapman Financial Group
Hawaii
USD 717 k – – –
Moors & Cabot
821
Moors & Cabot
Massachusetts
USD 715 k -USD 3.94 k -92 -0.6%
TT
822
TI-Trust
Illinois
USD 714 k -USD 16.3 k -382 -2%
Providence Capital Advisors
823
Providence Capital Advisors
North Carolina
USD 713 k – – –
MAS
824
MPWM Advisory Solutions
Georgia
USD 713 k -USD 4.24 k -99 -0.6%
Wealth Enhancement Trust Services
825
Wealth Enhancement Trust Services
South Dakota
USD 713 k +USD 548 k +12,815 +395%