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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 2548 M +USD 122 M +3,126,277 +5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 1691 M +USD 7.06 M +180,988 +0.4%
Forum Financial Management
3
Forum Financial Management
Illinois
USD 1626 M +USD 40.2 M +1,029,990 +3%
LPL Financial
4
LPL Financial
California
USD 702 M +USD 9.48 M +242,867 +1%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
USD 631 M +USD 186 M +4,775,954 +43%
Apella Capital
6
Apella Capital
Connecticut
USD 551 M +USD 15.4 M +394,315 +3%
Greenspring Advisors
7
Greenspring Advisors
Maryland
USD 525 M +USD 220 M +5,647,549 +74%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 479 M -USD 29.3 M -749,683 -6%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
USD 459 M +USD 22.5 M +576,648 +5%
Plancorp LLC
10
Plancorp LLC
Missouri
USD 413 M -USD 6.85 M -175,600 -2%
SJS Investment Consulting
11
SJS Investment Consulting
Ohio
USD 361 M +USD 4.77 M +122,216 +1%
Geometric Wealth Advisors
12
Geometric Wealth Advisors
District of Columbia
USD 339 M +USD 2.59 M +66,382 +0.8%
Savant Capital
13
Savant Capital
Illinois
USD 318 M +USD 24.8 M +636,230 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 315 M -USD 26.5 M -678,373 -8%
Wealthspire Advisors (New York)
15
Wealthspire Advisors (New York)
New York
USD 298 M -USD 6.09 M -156,016 -2%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
USD 265 M +USD 4.32 M +110,729 +2%
Symmetry Partners
17
Symmetry Partners
Connecticut
USD 257 M +USD 97.6 M +2,501,860 +63%
Beacon Pointe Advisors
18
Beacon Pointe Advisors
California
USD 237 M +USD 13.9 M +355,581 +6%
Allworth Financial
19
Allworth Financial
California
USD 236 M +USD 5.47 M +140,097 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
USD 227 M -USD 7.87 M -201,526 -3%
Capstone Financial Advisors
21
Capstone Financial Advisors
Illinois
USD 217 M +USD 3.85 M +98,606 +2%
Bank of America
22
Bank of America
North Carolina
USD 211 M +USD 14.6 M +374,918 +8%
Jackson Thornton Wealth Management
23
Jackson Thornton Wealth Management
Alabama
USD 196 M +USD 330 k +8,466 +0.2%
Modera Wealth Management
24
Modera Wealth Management
New Jersey
USD 192 M -USD 5.79 M -148,335 -3%
GeoWealth Management
25
GeoWealth Management
Illinois
USD 192 M +USD 4.51 M +115,567 +2%