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U.S. Core Equity 2 Portfolio ETF Class Shares

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Buckingham Strategic Wealth
1
Buckingham Strategic Wealth
Missouri
USD 797 M +USD 8.14 M +321,450 +0.9%
Forum Financial Management
2
Forum Financial Management
Illinois
USD 704 M +USD 51.4 M +2,031,721 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 365 M -USD 8.79 M -347,276 -2%
LPL Financial
4
LPL Financial
California
USD 348 M +USD 378 M +14,943,726 Nuevas
Plancorp LLC
5
Plancorp LLC
Missouri
USD 267 M -USD 2.07 M -81,699 -0.7%
Greenspring Advisors
6
Greenspring Advisors
Maryland
USD 157 M +USD 222 k +8,770 +0.1%
HighTower Advisors
7
HighTower Advisors
Illinois
USD 154 M -USD 7.96 M -314,396 -5%
Focus Partners Advisor Solutions
8
Focus Partners Advisor Solutions
Missouri
USD 153 M +USD 8.44 M +333,472 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 139 M +USD 36.4 M +1,438,628 +32%
Rockwood Wealth Management
10
Rockwood Wealth Management
Pennsylvania
USD 132 M +USD 8.24 M +325,307 +6%
Savant Capital
11
Savant Capital
Illinois
USD 116 M -USD 1.84 M -72,589 -1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
USD 110 M +USD 111 k +4,399 +0.1%
TFO Wealth Partners
13
TFO Wealth Partners
Ohio
USD 110 M -USD 6.88 M -271,805 -5%
Private Ocean
14
Private Ocean
California
USD 110 M -USD 7.33 M -289,535 -6%
Monograph Wealth Advisors
15
Monograph Wealth Advisors
California
USD 102 M -USD 435 k -17,183 -0.4%
Jackson Thornton Wealth Management
16
Jackson Thornton Wealth Management
Alabama
USD 100 M -USD 828 k -32,705 -0.8%
Austin Asset Management
17
Austin Asset Management
Texas
USD 100 M +USD 792 k +31,269 +0.7%
Pure Financial Advisors
18
Pure Financial Advisors
California
USD 97.7 M -USD 458 k -18,093 -0.4%
Capstone Financial Advisors
19
Capstone Financial Advisors
Illinois
USD 97.5 M -USD 13.7 M -541,656 -11%
Cardiff Park Advisors
20
Cardiff Park Advisors
California
USD 95.9 M +USD 2.25 M +89,048 +2%
Geometric Wealth Advisors
21
Geometric Wealth Advisors
District of Columbia
USD 88.2 M +USD 95.8 M +3,783,638 Nuevas
Evanson Asset Management
22
Evanson Asset Management
California
USD 86.6 M +USD 3.01 M +118,856 +3%
Meridian Wealth Partners
23
Meridian Wealth Partners
Pennsylvania
USD 77.5 M -USD 389 k -15,355 -0.5%
Triune Financial Partners
24
Triune Financial Partners
Kansas
USD 74.6 M +USD 1.59 M +62,682 +2%
Hill Investment Group Partners
25
Hill Investment Group Partners
Missouri
USD 73.1 M +USD 13.4 M +531,123 +20%