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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 2362 M +USD 174 M +4,669,622 +8%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 1640 M +USD 58 M +1,553,996 +4%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 1544 M +USD 42.6 M +1,142,049 +3%
LPL Financial
4
LPL Financial
California
USD 675 M +USD 2.37 M +63,605 +0.4%
Apella Capital
5
Apella Capital
Connecticut
USD 515 M +USD 27.6 M +738,940 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 495 M -USD 1567 M -41,987,313 -77%
Focus Partners Advisor Solutions
7
Focus Partners Advisor Solutions
Missouri
USD 431 M -USD 164 M -4,396,305 -28%
Rockwood Wealth Management
8
Rockwood Wealth Management
Pennsylvania
USD 425 M +USD 13.4 M +359,737 +3%
Plancorp LLC
9
Plancorp LLC
Missouri
USD 409 M -USD 5.17 M -138,531 -1%
SJS Investment Consulting
10
SJS Investment Consulting
Ohio
USD 347 M +USD 2.43 M +65,103 +0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 333 M -USD 3.76 M -100,625 -1%
Geometric Wealth Advisors
12
Geometric Wealth Advisors
District of Columbia
USD 328 M +USD 17.5 M +467,629 +6%
Wealthspire Advisors (New York)
13
Wealthspire Advisors (New York)
New York
USD 296 M -USD 6.97 M -186,850 -2%
Greenspring Advisors
14
Greenspring Advisors
Maryland
USD 293 M +USD 284 M +7,605,462 Nuevas
Savant Capital
15
Savant Capital
Illinois
USD 285 M +USD 5.67 M +152,025 +2%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
USD 254 M +USD 6.87 M +184,004 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 229 M -USD 3.89 M -104,125 -2%
Allworth Financial
18
Allworth Financial
California
USD 225 M +USD 10.6 M +284,482 +5%
Beacon Pointe Advisors
19
Beacon Pointe Advisors
California
USD 217 M +USD 169 M +4,520,854 +411%
Capstone Financial Advisors
20
Capstone Financial Advisors
Illinois
USD 208 M +USD 913 k +24,456 +0.5%
Wealthstream Advisors
21
Wealthstream Advisors
New York
USD 196 M +USD 4.48 M +119,969 +2%
Modera Wealth Management
22
Modera Wealth Management
New Jersey
USD 193 M -USD 2.92 M -78,223 -2%
Bank of America
23
Bank of America
North Carolina
USD 191 M +USD 4.74 M +127,078 +3%
Jackson Thornton Wealth Management
24
Jackson Thornton Wealth Management
Alabama
USD 188 M -USD 3.98 M -106,625 -2%
GeoWealth Management
25
GeoWealth Management
Illinois
USD 182 M -USD 3.17 M -84,955 -2%