We are live on ! Find out more
DCOR icon

U.S. Core Equity 1 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
Avior Wealth Management
126
Avior Wealth Management
Nebraska
$211K +$42.5K +659 +24%
AIC
127
Allodium Investment Consultants
Minnesota
$207K +$217K +3,368 New
WWM
128
Woodside Wealth Management
Massachusetts
$186K +$196K +3,039 New
Arax Advisory Partners
129
Arax Advisory Partners
Colorado
$181K +$190K +2,952 New
UBS Group
130
UBS Group
Switzerland
$165K +$173K +2,686 New
GWSG
131
GPS Wealth Strategies Group
Colorado
$115K +$28.1K +436 +30%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$107K – – –
CWP
133
Concord Wealth Partners
Virginia
$93.7K +$22.1K +343 +29%
RF
134
Rossby Financial
Florida
$37.5K +$40.3K +625 New
Blue Trust Inc
135
Blue Trust Inc
Georgia
$35.4K +$64 +1 +0.2%
AssetMark Inc
136
AssetMark Inc
California
$34.7K +$20.7K +321 +132%
AE Wealth Management
137
AE Wealth Management
Kansas
$20.3K -$8.76K -136 -29%
VWWMG
138
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K -$112K -1,738 -88%
EWA
139
Elevate Wealth Advisory
Georgia
$11.8K +$12.4K +192 New
MAI Capital Management
140
MAI Capital Management
Ohio
$2.52K – – –
Park Avenue Securities
141
Park Avenue Securities
New York
– -$1.93M -30,101 Closed
Citadel Advisors
142
Citadel Advisors
Florida
– -$652K -10,162 Closed
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
– -$617K -9,623 Closed
SFM
144
Signet Financial Management
New Jersey
– -$390K -6,076 Closed
FH
145
Financial Harvest
Florida
– -$242K -3,777 Closed
WIM
146
Warwick Investment Management
Texas
– -$222K -3,462 Closed
JWCA
147
J.W. Cole Advisors
Florida
– -$221K -3,442 Closed
PAM
148
Pacific Asset Management
Washington
– -$201K -3,135 Closed
GTAM
149
Global Trust Asset Management
Florida
– -$32.1K -500 Closed
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
– -$12.3K -191 Closed