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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 2027 M +USD 92.9 M +2,785,992 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 1965 M +USD 87.5 M +2,622,796 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
USD 1468 M +USD 21.8 M +653,375 +2%
Forum Financial Management
4
Forum Financial Management
Illinois
USD 1394 M +USD 36.7 M +1,100,537 +3%
LPL Financial
5
LPL Financial
California
USD 625 M +USD 2.54 M +76,098 +0.4%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
USD 558 M -USD 27.2 M -814,395 -5%
Apella Capital
7
Apella Capital
Connecticut
USD 463 M +USD 32.3 M +969,442 +8%
Plancorp LLC
8
Plancorp LLC
Missouri
USD 385 M +USD 5.79 M +173,627 +2%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
USD 382 M +USD 16.6 M +497,242 +5%
SJS Investment Consulting
10
SJS Investment Consulting
Ohio
USD 320 M -USD 9.8 M -294,169 -3%
Vestmark Advisory Solutions
11
Vestmark Advisory Solutions
Massachusetts
USD 316 M +USD 153 M +4,593,492 +109%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 313 M -USD 30.7 M -920,602 -10%
Geometric Wealth Advisors
13
Geometric Wealth Advisors
District of Columbia
USD 288 M +USD 9.1 M +272,734 +4%
Wealthspire Advisors (New York)
14
Wealthspire Advisors (New York)
New York
USD 282 M -USD 15.1 M -453,305 -5%
Savant Capital
15
Savant Capital
Illinois
USD 259 M -USD 10.9 M -326,014 -4%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
USD 229 M -USD 11.7 M -350,364 -5%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 217 M +USD 4.32 M +129,585 +2%
Allworth Financial
18
Allworth Financial
California
USD 199 M +USD 32.3 M +968,562 +21%
Capstone Financial Advisors
19
Capstone Financial Advisors
Illinois
USD 192 M -USD 7.02 M -210,295 -4%
Modera Wealth Management
20
Modera Wealth Management
New Jersey
USD 182 M -USD 1.66 M -49,864 -1%
Jackson Thornton Wealth Management
21
Jackson Thornton Wealth Management
Alabama
USD 179 M -USD 763 k -22,864 -0.5%
Wealthstream Advisors
22
Wealthstream Advisors
New York
USD 178 M +USD 2.4 M +71,860 +1%
Bank of America
23
Bank of America
North Carolina
USD 173 M +USD 10.7 M +321,073 +7%
GeoWealth Management
24
GeoWealth Management
Illinois
USD 173 M -USD 15.3 M -459,321 -9%
Corient Private Wealth
25
Corient Private Wealth
Florida
USD 172 M -USD 13.6 M -406,862 -8%