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U.S. Core Equity 2 Portfolio ETF Class Shares

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
VW
101
Vance Wealth
California
USD 89 M +USD 2.04 M +47,588 +2%
MSWM
102
Master's Wealth Management
Pennsylvania
USD 87.9 M +USD 1.83 M +42,829 +2%
ODA
103
One Degree Advisors
California
USD 87.6 M +USD 3.52 M +82,390 +4%
Brighton Jones LLC
104
Brighton Jones LLC
Washington
USD 87.4 M +USD 8.67 M +202,585 +11%
SIAG
105
Safeguard Investment Advisory Group
California
USD 85.5 M -USD 4.11 M -96,055 -5%
Mattern Wealth Management
106
Mattern Wealth Management
Kansas
USD 84.1 M +USD 1.81 M +42,190 +2%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
USD 83.6 M +USD 620 k +14,501 +0.8%
SPWM
108
Straight Path Wealth Management
Michigan
USD 83.6 M +USD 2.71 M +63,275 +3%
Sax Wealth Advisors
109
Sax Wealth Advisors
New Jersey
USD 83.5 M +USD 4.56 M +106,553 +5%
CC
110
Capstone Capital
Nevada
USD 83.1 M +USD 1.45 M +33,973 +2%
GWM
111
Grand Wealth Management
Michigan
USD 83.1 M +USD 1.03 M +24,072 +1%
Planning Center Inc
112
Planning Center Inc
Illinois
USD 82.9 M -USD 405 k -9,459 -0.5%
BBNB
113
Baker Boyer National Bank
Washington
USD 82.9 M +USD 2.46 M +57,471 +3%
WNY Asset Management
114
WNY Asset Management
New York
USD 82.9 M +USD 11.9 M +277,862 +17%
HB Wealth Management
115
HB Wealth Management
Georgia
USD 80.8 M -USD 439 k -10,270 -0.6%
CWR
116
Chico Wealth RIA
California
USD 80.1 M +USD 483 k +11,291 +0.6%
FS
117
Financial Symmetry
North Carolina
USD 78.8 M +USD 4.06 M +94,863 +6%
CCMI
118
Creative Capital Management Investments
California
USD 78.1 M +USD 5.8 M +135,605 +8%
SC
119
Shearwater Capital
Colorado
USD 76 M +USD 404 k +9,437 +0.6%
CA
120
Claris Advisors
Missouri
USD 75.4 M +USD 2.08 M +48,542 +3%
UBS Group
121
UBS Group
Switzerland
USD 75.3 M +USD 787 k +18,392 +1%
W
122
WorthPointe
California
USD 75.2 M -USD 968 k -22,615 -1%
CLA (CliftonLarsonAllen) Wealth Advisors
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 74.5 M -USD 1.69 M -39,392 -2%
ALWM
124
Andrews Lucia Wealth Management
California
USD 73.2 M -USD 2.13 M -49,710 -3%
THL
125
Tillman Hartley LLC
Colorado
USD 73.1 M +USD 626 k +14,634 +0.9%